How do I add a beneficiary to an RESP?

To add a beneficiary to your RESP:

1. Complete forms 16465, SDE 0093, and annex SDE 0093-B available on the Forms page. If the person applying is not the primary caregiver, custodial parent, or legal guardian of the beneficiary (or their spouse).
2. Then, send a copy of the completed and signed forms by email to directbrokerage@nbc.ca. Your request may take between 2 and 5 business days to process.

Please note that if you wish to remove the former beneficiary, we must first open a new family plan and transfer the individual account to the family account before we can add the new beneficiary.