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Documents for QESI Promoters, Trustees and Mandataries

Below is a list of documents for Québec education savings incentive (QESI) promoters, trustees and mandataries. 


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Number Title Version Updated
2770, 2816, 2801, 2817, 2780 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Topics, Certification IN-875-T Trustee Guide: Québec Education Savings Incentive (QESI) (courtesy translation) 2020-04 2020-05-07
2770, 2816, 2801, 2817, 2778 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Topics, Other Topics LM-5-V Request for Direct Deposit: Registered Education Savings Plan Trustees 2017-09 2017-09-19
2770, 2816, 2801, 2817, 2778 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Topics, Other Topics SW-110-V Mandatary Guide – Administrative Changes and Corporations 2023-11 2023-12-14
2770, 2816, 2801, 2817, 2803 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Topics, Management SW-12-V Québec Education Savings Incentive Agreement: Trustee 2022-10 2022-10-18
2770, 2816, 2801, 2817, 2803 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Topics, Management SW-13-V Québec Education Savings Incentive Agreement: Promoter 2022-10 2022-10-18
2770, 2816, 2801, 2817, 2778 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Topics, Other Topics SW-171-T QESI – 2024 calendar payments and files to transmit to Revenu Québec 2023-12 2023-11-29
2770, 2816, 2801 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries SW-172-V Request for Assistance – Authorized Resource Persons in the Québec Education Savings Incentive Field of Activity 2024-01 2024-02-07
2770, 2816, 2801, 2817, 2803 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Topics, Management SW-179-T Family Income Thresholds Used to Calculate the Increase Amount (courtesy translation) 2023-12 2023-11-29
2770, 2816, 2801 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries SW-203-V QESI Guide for Mandataries: Registered Education Savings Plan (RESP) Transfers 2023-06 2023-06-12
2770, 2816, 2801, 3420, 2817, 2780 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Québec Education Savings Incentive (QESI) – Developers, Topics, Certification SW-208-V Québec Education Savings Incentive: Interface Transaction Standards (courtesy translation) 2024-03 2024-03-26
2770, 2816, 2801, 3420, 2817, 2780 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Québec Education Savings Incentive (QESI) – Developers, Topics, Certification SW-209-T Québec Education Savings Incentive: Data Interface Operations and Connectivity (courtesy translation) 2015-09 2015-09-11
2770, 2816, 2801, 2817, 2803 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Topics, Management SW-210-T Transfer Transactions: Signing Dates of Agreements and Québec Enterprise Numbers (NEQs) (courtesy translation) 2019-11-20
2770, 2816, 2801 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries SW-212-V QESI History or Balance Request Tool User Guide 2024-03 2024-03-27
2770, 2816, 2801, 3420, 2817, 2814 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Québec Education Savings Incentive (QESI) – Developers, Topics, Guides and Training SW-262-V Guide for Mandataries – Educational assistance payment 2024-01 2024-02-01
2770, 2787, 2801, 3420, 2817, 2814 Partners documents, International Fuel Tax Agreement (IFTA), Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Québec Education Savings Incentive (QESI) – Developers, Topics, Guides and Training SW-289-T Guide for Mandataries – Annual Application for the QESI (Courtesy translation) 2022-12 2023-03-27
2770, 2816, 2801, 2817, 2803 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Topics, Management SW-35-V Authorized Resource Persons Registration Form: Québec Education Savings Incentive 2014-12 2015-01-08
2770, 2816, 2801, 2817, 2778 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Topics, Other Topics TP-1029.8.IQ-V Québec Education Savings Incentive: Transfer Between Registered Education Savings Plans (RESP) 2012-09 2014-05-07
2770, 2816, 2801, 2817, 2778 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Topics, Other Topics TP-1029.IQ-T Québec Education Savings Incentive - Balance Due (courtesy translation) 2017-01 2020-03-12
2770, 2816, 2801, 2817, 2778 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Topics, Other Topics TP-1129.66.6-T Special Tax Related to the Québec Education Savings Incentive – Balance due according to your calculations (courtesy translation) 2017-01 2020-03-12
2770, 2816, 2801, 2817, 2778 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Topics, Other Topics TP-1129.66.6.S-T Special Tax Related to the Québec Education Savings Incentive – Balance Due (courtesy translation) 2017-01 2020-03-12
2770, 2816, 2801, 2817, 2778 Partners documents, Fields of activity, Québec Education Savings Incentive (QESI) – Promoters, Trustees and Mandataries , Topics, Other Topics TP-890.15-V Québec Education Savings Incentive: Notice of Appointment of a Mandatary 2014-09 2015-01-12
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