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      RDSP Registration Rejection Report

      Learn how to view The RDSP Registration Rejection Report

      What is the Report?

      • RDSP accounts which have not been appropriately registered due to a potential mismatch of subscriber or beneficiary information.

       

      To view The RDSP Registration Rejection Report:

       

      Step 1. On the CRM, navigate to the left toolbar

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      Step 2. Click on 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 Registration Rejection Report" in the search bar


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      How to use the Report?

      • Please review the list to determine which subscriber or beneficiary potentially do not have the correct information reflected in the account opening documentation and follow the guide below which outline available solution in each instance:

      If the information on record is accurate, please have the client contact the Social insurance Registry to amend the information. 


      Why use the Report?

      • The report enables you to confirm that the client/beneficiary receives the appropriate grants attributed to any contributions which are made to the plan.