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      RESP SIR Registration Rejection Report

      Learn how to view the RESP Social Insurance Registry (SIR) registration Rejection Report

      What is the Report?

      • RESP accounts which have not been appropriately registered due to a mismatch between the social insurance number on file with us and the social insurance number the Canada Revenue Agency (CRA) has

      To view The RESP SIR 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. Select Accounts


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      Step 4. Click the "Add View" button 

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      Step 5. Type in "The RESP SIR Registration Rejection Report" in the search bar

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      How to use the Report?

      • Please review the list to determine which beneficiary(ies) are potentially not reflected properly
      • If the information is not accurate, submit a service request to update the beneficiary(ies) SIN
      • If the information is accurate, please have the client contact the Social Insurance Registry to make the necessary amendments

       


      Why use this Report?

      • The report enables you to confirm that the beneficiary(ies) information is correct so that the plan can be properly registered and the appropriate grants attributed to any contributions which are made to the plan.