RDSP, grant and bond issuers

Disclaimer: RDSP issuers

The information contained on this page is technical in nature and is intended for Registered Disability Savings Plan (RDSP), Canada Disability Savings Grant (grant) and Canada Disability Savings Bond (bond) issuers. For general information, visit the RDSP section.

Note: Register for RDSP issuer training now

Register to participate in new two-day RDSP training sessions.

Systems Documentation

User Guides and Publications

  • InfoBulletins: Provides information about updates and changes to the Canada Disability Savings Program.
  • InfoCapsules: One-page quick-reference documents that explain the Registered Disability Savings Plan, the Canada Disability Savings Grant and the Canada Disability Savings Bond.
  • RDSP - Quick Facts: The RDSP Quick Facts provides information about the RDSP and how to obtain the Canada Disability Savings Grant and the Canada Disability Savings Bond.
  • RDSP - Userguide: RDSP Provider User Guide provides information about RDSPs and the disability savings incentives administered by ESDC. It also assists the financial industry to successfully complete and submit RDSP transactions.
  • Quick Links: A list of web links containing information on the most commonly used terms/subjects relating to Registered Disability Savings Plans.

Forms

Application Forms

Revocation Form

Registered Disability Savings Plan (RDSP) Transfer

Issuer Enrolment Process

In order to become an Issuer of the Registered Disability Savings Plan (RDSP), Canada Disability Savings Grant (Grant) and Canada Disability Savings Bond (Bond), there are a number of steps to follow.

Please note these steps are not necessarily in sequential order and some may be completed simultaneously:

  • The Issuer submits their Specimen Plan(s) to the Canada Revenue Agency (CRA) for approval and advises the Canada Disability Savings Program (CDSP) accordingly.
  • The Issuer completes and/or submits the following documents to CDSP for the signing of the agreement including : 
    • CDSP Issuer Identification Form;
    • CDSP Agent Identification Form (if applicable);
    • CDSP Issuer/Agent Accessibility Self-Assessment Form;
    • Proof of Signing Authority;
    • Extract of the Agency Agreement (if applicable);
    • Notice of Delegation of Duties to an Agent (if applicable); and
    • Direct Deposit Form.
  • The Issuer requests a Training Session from CDSP.
  • The Issuer completes Industry Testing with CDSP.
  • The Issuer signs an agreement for the purpose of the exchange of information and the payment of the Grant and the Bond with Human Resources and Skills Development Canada (HRSDC).

Training

*NEW* Register now! Upcoming training sessions for all RDSP, grant and bond issuers!

Employment and Social Development Canada (ESDC) wishes to invite Registered Disability Savings Plan (RDSP) issuers to training sessions in Toronto, Montreal and Vancouver. These two-day training sessions are intended to provide detailed information on the administration of RDSPs, the Canada Disability Savings Grant (grant) and the Canada Disability Savings Bond (bond).

  • Day 1: RDSP, Grant and Bond
    This session provides a detailed walk-through of the purpose, rules and requirements of RDSPs, the grant and the bond, the application process, carry-forward entitlements, repayments, transfers, rollovers and Specified Disability Savings Plans.

  • Day 2: Processing of RDSP Transactions (technical RDSP training)
    (Prerequisite - Day 1):

    This session focuses on transactional and system information throughout the production cycle. Participants will be able to apply trouble-shooting techniques and solve common processing problems. Participants for this session typically include system analysts and developers, data integrity and compliance staff, as well as trainers and administrative services staff.

To register, please complete the contact form and indicate the city, training dates and the number of participants from your organization (up to 4).

City Training Site Language Training Dates
Toronto Joseph Shepard Building
6th floor
4900 Yonge Street
English May 11-12, 2016
Vancouver The Hampton Inn & Suites
111 Robson Street
Room Kerrisdale
English IMPORTANT: DATE CHANGE
May 30-31, 2016
Toronto Joseph Shepard Building
6th floor
4900 Yonge Street
English June 15-16, 2016
Montreal Guy Favreau Complexe
8th Floor
200 René-Lévesque Boulevard
English October 17-18, 2016
Montreal Guy Favreau Complexe
8th Floor
200 René-Lévesque Boulevard
French October 19-20, 2016

Note: For alternative arrangements, please inquire using the contact form.

Customized training sessions

ESDC also offers a customized learning experience to RDSP issuers that wish to improve their knowledge of the grant and the bond.

If you are interested in a customized training session, please send your request using the contact form.

eLearning

This self-paced online training is designed to help RDSP issuers learn the basic concepts about the grant and the bond. It is also a helpful resource for employees that only require high-level details, such as tellers and front-line staff, tax and estate planners and file managers.