Fillable form must be completed by: Qubec Education Savings (Mackenzie Investments)

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form must be completed by: Qubec Education Savings (Mackenzie Investments)

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Québec Education Savings Incentive
Transfer Between Registered Education Savings Plans (RESP)
Before property is transferred from one RESP (referred to as the “transferor plan”) to another RESP (referred to as the “transferee plan”), this
form must be completed by
• thesubscriber, the promoter and the trustee of the transferor plan; and
• thepromoter and the trustee of the transferee plan.
This exchange of information by the parties is necessary for the administration of the Québec education savings incentive (QESI).
We suggest that two copies of the form be completed so that the promoter of the transferor plan and the promoter of the transferee plan may
each keep an original signed copy.
1 Identification of the subscriber and information concerning the transfer
This part must be completed by the subscriber.
1.1 Subscribers
1.2 Beneficiaries of the transferor plan (please print)
TP-1029.8.IQ-V
2012-09
1 of 4
Last name and first name of subscriber Social insurance number
Address Postal code
Area code Telephone Relationship to the beneficiary or beneficiaries of the transferee plan*
Last name and first name of joint subscriber (if applicable) Social insurance number
Last name and first name Date of birth Social insurance number
Area code Telephone Sex
Male Female
If the transferor plan has two or more beneficiaries, provide the same information concerning the other beneficiaries on an attached sheet.
1.3 Beneficiaries of the transferee plan
Check the appropriate box.
A beneficiary of the transferee plan is, immediately before the transfer, a beneficiary of the transferor plan.
If the plan is a family plan, a beneficiary of this plan is, immediately before the transfer, the brother or sister of a beneficiary of the
transferor plan.
If the transferee plan is an individual plan, the beneficiary of this plan was less than 21 years old at the time the contract that constitutes
the plan was entered into and is, immediately before the transfer, the brother or sister of a beneficiary of the transferor plan.
None of the above apply.
* If the transferee plan has two or more beneficiaries, provide the same information concerning the other beneficiaries on an attached sheet.
Continued .
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1.4 Subscriber’s instructions and authorization
TP-1029.8.IQ-V
2012-09
2 of 4
DateSignature of joint subscriber (if applicable)
Signature of subscriber
Does the value of the transferred property correspond to the balance of the account? .............................................. Yes No
If no, enter the value of the transferred property. ..................................................................................................... $______________
Form of the transfer:
Money Property in kind
The exchange of information by way of this form is necessary for the administration of the QESI under the
Taxation Act
(R.S.Q., c. I-3).
This information will be given to the transferor plan’s promoter and trustee and to the transferee plan’s promoter and trustee. It may also be
sent to us for the administration of the QESI under the
Taxation Act
.
This information is protected pursuant to the applicable legislation concerning the protection of personal information in the private sector. It is
also protected under the
Tax Administration Act
(R.S.Q., c. A-6.002) where it is sent to us.
Date
I hereby request that the promoter of the transferor plan transfer property from the plan, whose contract number is ___________,
to the transferee plan, whose contract number is ________________.
Continued .
2.2 Information to be provided by the trustee of the transferee plan
2 Information concerning the transferee plan
2.1 Information to be provided by the promoter of the transferee plan
Identification of the promoter and description of the plan
Beneficiaries
TP-1029.8.IQ-V
2012-09
3 of 4
Name of trustee Québec enterprise number (NEQ)
Address Postal code
Have you entered into a QESI agreement with the Minister of Revenue? ................................................................... Yes No
DateSignature
Name of trustee’s authorized representative
Characteristics of the transfer
DateSignature
Name of promoter’s authorized representative
Does the plan meet the conditions for registration applicable under the
Taxation
Act
to a plan whose contract was entered into after December 31, 1998? ................................................................ Yes No
Is the plan registered in accordance with the
Taxation Act
? ...................................................................................... Yes No
Have you entered into a QESI agreement with the Minister of Revenue? ...................................................................
Yes No
If the plan has more than one beneficiary at the time of the transfer, are they all brothers and sisters? .....................
Yes No
Name of promoter
Address Postal code
Specimen plan number assigned by the CRA Contract number assigned by promoter
Type of plan: Family, having only brothers Family Individual Group
and sisters as beneficiaries
Last name and first name Date of birth Social insurance number
Area code Telephone Sex
Male Female
If the transferee plan has two or more beneficiaries, provide the same information concerning the other beneficiaries on an attached sheet.
Telephone
Telephone
Area code
Area code
Continued .
3.2 Information to be provided by the trustee of the transferor plan
3 Information concerning the transferor plan
3.1 Information to be provided by the promoter of the transferor plan
Identification of the promoter and description of the plan
TP-1029.8.IQ-V
2012-09
4 of 4
Before the transfer, had any amount representing the increase of the QESI been paid into the plan? ......................... Yes No
Data concerning the transfer
• AmountfromtheQESIaccount ........................................................................................................................... $_____________
• Valueofthetransferredproperty ......................................................................................................................... $_____________
• ContributionspaidintotheplanthatqualifyfortheQESI .................................................................................... $_____________
• ContributionspaidintotheplanafterFebruary20,2007,thatdonotqualifyfortheQESI .................................... $_____________
• ContributionspaidintotheplanbeforeFebruary21,2007,thatdonotqualifyfortheQESI ................................. $_____________
DateSignature
Name of promoter’s authorized representative
Name of trustee Québec enterprise number (NEQ)
Address Postal code
Contributions made to the transferor plan in the year of the transfer before the time of the transfer
andafterFebruary20,2007,thatwerenotwithdrawnfromtheplanandwere
deemed to have been made in the year to the transferee plan .................................................................................. $_____________
DateSignature
Name of trustee’s authorized representative
Name of promoter
Address Postal code
Specimen plan number assigned by the CRA Contract number assigned by promoter Effective date of contract
Type of plan: Family, having only brothers Family Individual Group
and sisters as beneficiaries
Has an accumulated income payment been made from this plan? ............................................................................
Yes No
Telephone
Telephone
Area code
Area code
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form must be completed by: Qubec Education Savings (Mackenzie Investments)

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Completed 21 June 2021

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