Total Withdrawal Amount

display

Amount of the withdrawal.

Effective Date

display

Date that the withdrawal is effective.

Withdrawal Reason

display

Reason for the withdrawal.

Recipient (unrelated)

button

Click Find to search for and select the beneficiary or recipient the withdrawal is for.

Recipient (related)

drop-down list

Select from the list of active related parties in the account.

Grant Portion
ACES Amount
CLB Amount
QESI Amount
SAGES Amount

currency

When the values are manually entered and the transaction is successfully created, the CESG Left value, found within the RESP Information screen, will be reduced by the amount of the manual entry amount once the transaction is processed. This will also be reflected within the “Totals” amount for the applicable notional bucket.

Note: The difference between the net amount of the trade and the values entered into these fields will be the “earned Income” allocation for the withdrawal as, per existing functionality.

Where income is part of the EAP Withdrawal, the Income Paid notional buckets will be updated in the year table, as well as the totals value of the RESP Information screen.

Note: Once the transaction is saved, the value cannot be modified.

Program Year

drop-down list

Select the number of the year of the post secondary education program for the enrolled beneficiary.

Repayment Reason

drop-down list

Reason for repayment of any grants to the Program.

Status

display

Transmission status of the withdrawal transaction.

Cancel

button

Cancels all entries and closes dialog.

OK

button

Saves the information entered and closes the dialog.