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Forms and Applications Resources AGF.com

Details: Download Selected. Email Selected. Account Opening Forms and Applications. Education Savings Plans. CRA Forms and Transfer Authorization. Group Savings Program. Locked-In Addenda. Declarations of Trust and Terms and Conditions for AGF Registered Plans.

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Before You Make a Withdrawal From Your RESP…

Details: There are two types of withdrawal options: 1. Education Assistance Payment (EAP) Consists of earnings or “accumulated income” plus the grants themselves. When withdrawn, the EAP is taxed in the hands of the beneficiary – a T4A tax slip is issued in the beneficiary’s name and must be included as income for the year that the beneficiary

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APPLICATION: Canada Education Savings Grant (CESG) and …

Details: Canada Education Savings Act, and the Income Tax Act for the administration of education savings incentives. The SIN is collected under the authority of the Canada Education Savings Act and in accordance with the Treasury Board Secretariat's Directive on Social Insurance Number. The beneficiary's SIN is used as the

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FAQs about RESP Subscribers

Details: A Registered Education Savings Plan (RESP) is a tax-sheltered plan registered with the Canada Revenue Agency (CRA) that can help families save for their children’s post-secondary education. Contributions made to an RESP grow tax free until the funds are withdrawn to pay when the beneficiary is registered at a qualifying educational program.

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AGF Management Limited AGF.com

Details: Capital, Commitment and Time: What the Energy Transition Needs to Succeed. Members of AGF’s Investment Management team recently sat down for a special roundtable to discuss the energy transition and what it will take to make it work.

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RESP Redemption Form

Details: Training and Education Savings Grant (BCTESG), the Saskatchewan Advantage Grant for Education Savings (SAGES), and the Quebec Education Savings Incentive(QESI), as applicable. Education Savings Plan According to the Income Tax Act, section 146.1 (1), an “education savings plan” is a contract entered into at any time between an individual

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Contact Information AGF.com

Details: CIBC SQUARE, Tower One, 81 Bay Street Suite 4000, Toronto, Ontario M5J 0G1. PHONE & FAX. AGF Mutual Fund General Inquiries, Web Support and Client Services & Administration: Phone: 1-800-268-8583. Phone: 905-214-8203. Fax: 905-214-8243.

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Annex B – Primary caregiver or their spouse and/or custodial …

Details: APPLICATION: Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) Instructions: 1. This annex is to be completed by the primary caregiver or their spouse, and/or the custodial parent/legal guardian of the beneficiary. The primary caregiver or their spouse and the custodial parent/legal guardian are often the same person. However,

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Client Focused Reforms (KYP)

Details: AGF Insights Portfolio Lab. AGF Insights Portfolio Lab is a web-based tool with robust portfolio analytics capabilities to deliver the insights that are most important to you. It provides you with the ability to analyze and compare portfolios and output configurable portfolio reports containing a wide array of statistics and characteristics.

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Product Finder AGF

Details: Products. Effective June 28, 2019, Harmony Pools and Portfolios have merged into AGF Group of Funds. Please click here to refer to the Press Release for the full list of …

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Canada Learning Bond (CLB) Application for Adult …

Details: Canada Education Savings Act and the Income Tax Act for the administration of the CLB. We collect the Social Insurance Number (SIN) of the beneficiary under the authority of the Canada Education Savings Act to match the CLB application to the beneficiary information in order to pay the CLB. Submitting this application is voluntary.

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AGF Announces Management Fee Reductions and Proposed …

Details: Name Change: AGF Diversified Income Class will change its name to “AGF Global Sustainable Balanced Class” and AGF Diversified Income Fund will change its name to “AGF Global Sustainable Balanced Fund”. Management Fee Reduction: Effective on or about May 1, 2021, the management fee for the MF Series of each fund will be reduced from 2.35

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Individual vs. Family RESP

Details: * A subscriber is the person opening an RESP and making contributions on behalf of a beneficiary. **Additional Canada Education Savings Grant (CESG), British Columbia Training and Education Savings Grant (BCTESG), Quebec Education Savings Incentive Increase (QESI Increase) and Saskatchewan Advantage Grant for Education Savings (SAGES) can only be …

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Are You Leaving Money on the Table

Details: Key Facts about the Canada Education Savings Grant (CESG) The Government of Canada will match a percentage of your RESP contributions by depositing the CESG directly into the RESP. $500 each year (20% of the first $2,500 of annual contributions per beneficiary) Up to $1,000 if carry-forward room is available (grant room is cumulative and can be

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RESP vs TFSA: What Are the Key Differences

Details: For a TFSA: Choosing a successor holder or beneficiary is optional. If you don’t designate either, the value of your TFSA will go to your estate. If you designate both a successor holder and a beneficiary, the successor holder takes precedence. For an RESP: The beneficiary doesn’t inherit the RESP if the subscriber dies.

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Canada Learning Bond: No RESP contributions required

Details: The first year: $500 (plus $25 to help cover the costs of opening the RESP) The following years: $100 for each year that the child is eligible – until the calendar year in which they turn 15. Lifetime maximum: $2,000 per beneficiary.

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