Investing for Post-Secondary Education

Opening an RESP - preparing for your advisor meeting

The sections on the right side of this page have everything you need for your meeting with your advisor. Think of this as your RESP toolkit.

How to open an RESP

If you, the subscriber are the child’s primary caregiver

Opening an individual plan

STEP 1: Complete an RESP application form
STEP 2: Complete an Application for Basic and Additional CESG & CLB
STEP 3: (if applicable*) Complete an Annex B

*In rare instances the child’s primary caregiver and legal guardian are different people. If your client is the primary caregiver but not the legal guardian, we require an Annex B.

Opening a family plan

Same as above plus

STEP 4: (if applicable**) Complete an Annex A

**An Annex A allows you to apply for grant on behalf of multiple beneficiaries using a single grant application.

If you, the subscriber are not the child’s primary caregiver

Opening an individual plan

STEP 1: Complete an RESP application form
STEP 2: Complete an Application for Basic and Additional CESG & CLB
STEP 3: Have the child’s primary caregiver and legal guardian complete an Annex B

Opening a family plan

Same as above plus

STEP 4: (if applicable**) Complete an Annex A
STEP 5: (if applicable***) Complete an Annex B

**An Annex A allows you to apply for grant on behalf of multiple beneficiaries using a single grant application.
***If the beneficiaries in the plan are siblings, we require an Annex B.

Investing for Post-Secondary Education

Flyer

RESP Flyer – explains the benefits of opening a Franklin Templeton RESP

Forms