Statement of Entitlement (SoE)
In the coming months, a Statement of Entitlement (SoE) will be sent to all RDSP holders. This annual mail-out was implemented last year. The SoE provides important information about the amount of grants and bonds that an RDSP beneficiary is entitled to receive from the Government of Canada each year. Unused grant and bond entitlements from past years can be claimed as well (going back to 2008, the year that the RDSP became available). Grant and bond entitlements are based on the beneficiary’s family income, as determined through the Canada Child Tax Benefit or Income Tax Returns filed. Grant entitlements also depend on how much money is contributed to the RDSP.
To ensure receipt of the SoE, RDSP holders are encouraged to contact their financial institution as soon as possible, if their mailing address has changed.
General information about the RDSP, the grant and the bond continues to be available on our web site at www.disabilitysavings.gc.ca, or by calling 1 800 O-Canada (1 800-622-6232). TTY users may call 1-800-926-9105.