1. If the related party is for a RESP plan, do the following on the Account Related Parties Detail dialog.
a) Select Primary in the Designation drop-down list.
b) Select one of the following from the Relationship drop-down list:
• Parent
• Grandparent
• Aunt/Uncle
• Sibling
• Not Related
• Other
2. Click the RESP Info button. The Beneficiary RESP Information dialog appears.
3. If you want to use the default value, click the Request Grant check box.
4. Select a status from the ESDC Status list.
5. To request the enhanced grant, select the Request EGrant check box.
6. If the beneficiary has been replaced, click the Recognized Replacement check box.
7. To request SAGES (Saskatchewan Advantage Grant for Education Savings), select the Request SAGES check box.
8. If the replacement beneficiary is the brother or sister of the beneficiary being replaced, click the Former Beneficiary Sibling check box.
9. If the replacement beneficiary has a blood tie to a subscriber of the plan, click the Subscriber Blood Relation check box.
10. In the Contribution Split field, enter the split percentage for the beneficiary for PAC (in-house and fund company) contributions. Must be 100.00% amongst all active beneficiaries.
11. If a request for a Canadian Learning Bond is to be sent in the “400” record of the outbound file to the program, select Requested from the list, then enter an as of date.
12. If you want to set up a provincial request, do the following:
a) Click the Add button. The Beneficiary RESP Provincial Request dialog appears.
b) Select the appropriate province from the Provincial Grant Province list.
c) If British Columbia is selected in the Provincial Grant Province list, enter a Request Date.
Note:
If the request date is not specified when saved, it will be defaulted to blank, as per existing functionality for other provincial grant requests, and will be updated with the Cut-off date entered on the RESP Outbound Process screen when the final outbound file is created in Sales & Service.
d) Select the year in the Request Year list. Available only if “Quebec” was selected as the Provincial Grant Province.
e) Select an option from the Request Type list. These options will all create an action of “Requested” on the Beneficiary RESP Information screen. Available options are as follows:
• Initial—a record will be created for the CESG Outbound File to request the initial $500 Provincial grant. An item will be added to the grid below the check box to track the request when the OK button is selected on the RESP Beneficiary Information screen and on the Related Party Details screen.
When the Initial grant request has been made, and has a ESDC status of anything other than Accepted or Sent, clearing this check box and clicking OK on the RESP Beneficiary Information screen and on the Related Party Details screen will change the ESDC Status to Stopped, and the request will no longer be evaluated by the CESG Outbound Process for inclusion in the Outbound File.
Once the Initial grant has been Accepted or Sent, de-selecting this check box and selecting OK on this screen and on the Related Party Details screen will create a reversal request for the Initial Provincial Grant Request.
• 8 Years—same as above, except a message will be created to request the $100 Provincial grant available when the beneficiary of the RESP reaches 8 years old.
Once the 8 years grant has been Accepted or Sent, de-selecting this check box and selecting OK on this screen and on the Related Party Details screen will create a reversal request for the 8 years request.
• 11 Years—same as above, except a message will be created to request the $100 Provincial grant available when the beneficiary of the RESP reaches 11 years old.
Once the 11 years grant has been Accepted or Sent, de-selecting this check box and selecting OK on this screen and on the Related Party Details screen will create a reversal request for the 11 years request.
• 14 Years—same as above, except a message will be created to request the $100 Provincial grant available when the beneficiary of the RESP reaches 14 years old.
Once the 14 years grant has been Accepted or Sent, de-selecting this check box and selecting OK on this screen and on the Related Party Details screen will create a reversal request for the 14 years request.
f) Click OK to save and close the dialog.
13. If you want to remove a request, click to highlight, then click REV.
14. If you want to add an amended request, click to highlight, then click Amended. Two new entries are created: “Requested—Reversal” and “Requested—Amended. This is because sending individual reversal transactions are not allowed. A reversal and an amended application must be sent as a pair.
15. Click Save. The Related Parties Summary screen reappears with the new related party appearing on the list.