- Identify the Beneficiary (the person who will receive the money);
- Identify the Plan Holder (the person who will oversee the RDSP Account, who may or may not be the beneficiary);
- Ensure that the beneficiary and holder have a Social Insurance Number ( click here if you need to obtain a Social Insurance number or SIN);
- Ensure that the beneficiary is eligible for the Disability Tax Credit (click here for a Disability Tax Credit form);
- Contact a participating bank or financial organization ( click here of for a list of banks who offer the RDSP);
- Complete an RDSP application form at the bank of your choice; and
- Complete a Canada Disability Savings Grant or Bond application form at the bank of your choice.
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