How do I add a beneficiary to an RESP?

To add a beneficiary to your RESP:

1. Complete forms 16465 and SDE 0093, 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), you’ll also need to complete SDE 0093-B which is also available on the Forms page.
2. Send the completed and signed form via the secure Message Centre. 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.