RESP and RRSP planning documents

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What RESP documents are common in planning files?

Beneficiary ID or SIN documentation, prior RESP statements, CESG eligibility inputs, and family contribution history as disclosed.

What about TFSA and FHSA?

Add checklist lines for TFSA contribution room notes, prior TFSA statements, and FHSA eligibility documentation where applicable.

Does Hivi-X calculate contribution room?

No. Hivi-X collects documents and notes. Contribution room calculations remain in your planning process.

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