RDSP Grant Bond Refusal Report

Learn how to view The RDSP Grant Bond Refusal Report

What is the Report?

  • Clients whose Grant Bonds have not been accepted

To view The RDSP Grant Bond Refusal Report:

Step 1. On the CRM navigate to the left tool bar 


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Step 2. Select CRM

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Step 3.
Click on Accounts

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Step 4. Click the "Add View" button 

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Step 5. Type in "The RDSP Grant Bond Refusal Report" in the search bar

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How to use the Report?

  • Please review the information for each client and submit account administration service requests if any information needs to be updated. If no updates are required on the account, the client should contact the Social Insurance Registry (SIR) at 1-800-206- 7218 to make the necessary corrections on SIN. For all other changes and inquiries, contact the CRA at 1-800-959-8281.

Why use this Report?

  • If information needs to be confirmed with the CRA or SIR, there cannot be any bond paid out on the account until the issue has been resolved. 

DTC: Disability Tax Credit