Below you will find the Government of Canada's required application forms when setting up an RDSP account for your client.
A step-by-step online manual is also provided to assist you with completing these forms.
This application is required for your client to begin collecting the Disability Bond and/or Disability Grant.
Any errors made on this application will result in significant delays in collecting the associated benefits.
Forms:
Fillable PDF
This application should be used when there is more than one Holder for the account.
For example, both parents would like to be a Holder for their child's RDSP account.
Forms:
Fillable PDF
Use this application when a person wishes to make deposits to the account and they are not a Holder.
Examples include (but are not limited to):
• Relative
• Spouse
Forms:
Fillable PDF