The RESP Details dialog displays summary values based on standards issued by ESDC and MRQ.

If a beneficiary is selected, the table reflects the amount for that specific beneficiary.

Not all values are displayed at both account and beneficiary level. If a field value is not tracked by the option selected, it will display as $0.00. If a value is not considered applicable at either the account or beneficiary level, it displays as N/A.

Note that any field amount that is increased by adding an original transaction, the field amount will be decreased if the transaction is reversed. This includes when a converted historical transaction is reversed.

Amounts displayed are based on the current system date. Only amounts from transfer tracking items with a status of completed will be included in the displayed amounts. If the status of a completed transfer is updated to reversed, then the amounts for that transfer tracking item will be no longer be included in amounts displayed on the RESP Information screen.

Amounts shown in the Balance Forward row are calculated using a combination of transaction history and conversion deltas. All transactions included in the Balance Forward calculations have an effective date prior to conversion date or from a historic transfer tracking item where the “Historic transfer type” is “Balance Forward” or “ESDC & BF”. The Balance Forward column and row will only be displayed for converted accounts.