Complete the following checklist to see if you are ready to open your RDSP.
- Do you live in Canada?
- Do you have your valid, Social Insurance Number? (Remember to bring it with you along with another piece of valid picture identification.)
- Have you been approved for the DTC?
- Have you chosen your financial institution?
- Do you know who will be the holder of your RDSP?
You do not need to bring a copy of your DTC or income tax returns—the financial institution and government will take care of this. The financial institution will ask you to fill out a bank form as well as forms for the grant and bond. If you do not want to receive the grant or bond, do not fill out those forms.