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
• thesubscriber, the promoter and the trustee of the transferor plan; and
• thepromoter 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.
1.2 Beneficiaries of the transferor plan (please print)
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
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
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.