RDSP Registration Rejection Report
Learn how to monitor and resolve rejected RDSP registrations to ensure clients can successfully open and contribute to their Registered Disability Savings Plans.
The RDSP Registration Rejection Report lists clients whose Registered Disability Savings Plan (RDSP) registration requests have been rejected by the government grant administrator or plan provider. Regularly reviewing this report helps ensure that registration issues are resolved promptly, allowing clients to begin contributing to their RDSP accounts and accessing available government benefits.
What is an RDSP Registration ?
An RDSP registration is the process of officially opening a Registered Disability Savings Plan for a client who is eligible for the program. The registration confirms the client’s eligibility and enables them to receive government contributions, such as the Canada Disability Savings Grant (CDSG) and the Canada Disability Savings Bond (CDSB), while also allowing for personal contributions.
Why Clients Appear on this Report
Clients appear on the RDSP Registration Rejection Report when their RDSP registration submission is declined due to errors or missing information. Common rejection reasons include incorrect beneficiary information (such as a mismatched name, SIN, or date of birth), incomplete or missing KYC information, or missing supporting documentation confirming eligibility.
How this Impacts Clients
If an RDSP registration is rejected, clients are unable to contribute to the RDSP and cannot access government grants and bonds such as the CDSG and CDSB. Delays in resolving registration issues may result in clients missing annual grant or bond entitlements, limiting the growth potential of their RDSP savings and negatively impacting long-term financial security.
How to Access the RDSP Registration Rejection Report
To access the RDSP Registration Rejection Report:
- Log in to the CRM portal.
- From the left navigation menu, click CRM > Contacts.
- On the contact’s index page, you can access the report as a saved view by clicking +Add view to the right of the tabs on the index page, and selecting RDSP Registration Rejection Report from the dropdown.
You will now see a filtered list of all clients whose RDSP registrations have been rejected.
Best Practices
- Review the RDSP Registration Rejection Report regularly to identify and resolve issues quickly.
- Confirm all beneficiary and account information is accurate and complete prior to submission.
- Contact clients promptly to gather any missing documentation or corrected information.