Welcome to our Knowledge Base
Tip: Start typing in the input box for immediate search results.
Withdrawals from RESP/RDSP Accounts
- RESP withdrawals have specific requirements as outlined on the RESP Withdrawal Form. If you have questions regarding withdrawing money from a client’s RESP account, please call CFG Administration or email admin@croftgroup.com for support. EAP withdrawal amounts from family plans must be confirmed with the subscriber to ensure the $7200.00 maximum per beneficiary is not exceeded.
- RDSP withdrawals have specific requirements as outlined on the RDSP Withdrawal Form. If you have questions regarding withdrawing money from a client’s RDSP account, please call CFG Administration or email admin@croftgroup.com for support.
*Note: Withdrawals from registered plans may be subject to NBIN withdrawal fees. Please see the NBIN Fee Guide in your Croft Information Folder for more information.