Beneficiary Information

The Beneficiary Information window allows you to enter all beneficiaries to be included in the RESP calculation. Once added, each beneficiary will include; Beneficiary Information, Education Expenses, and Educations Savings.

Once all beneficiaries have been added and all information entered, click the button to save the data and update the RESP plan.

Adding a Beneficiary

To add a beneficiary, select ‘Add Beneficiary’ from the beneficiary drop-down.

Once added, the newly added beneficiary will be available from the drop-down as a selection.

Removing a Beneficiary

To remove a beneficiary, click the button in the bottom left corner.

*This will remove all information related to the selected beneficiary and cannot be recovered.