Once you've accessed your Client Statement online, here’s a look at the different sections of the statement and what they mean.

SECTION 1 – COVER PAGE

This is where you will find details on how to activate your online Self-Serve website account or update your profile information, and a list of your children’s plans.

SECTION 2 – PLAN DETAILS

Questions?

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  • Plan Number
  • Type
  • Date opened
  • Maturity date
  • Contributions Amounts
  • Contributions remaining
  • Lifetime contributions made
  • No. of units

You will see a separate Plan Details page for each of your children. This section highlights information such as plan number, type and contributions-to-date.

Opening balance as of December 31,

This is a snapshot of your child’s plan(s) as of December 31, . It includes information about your principal, grant(s) received, and income on principal and/or grants.

Activity this year January 1, to December 31,

Here’s a summary of all account activity in . Includes: contributions made, grant(s) received, income on principal and/or grants and account maintenance fees.

If your child turned 18 in and has a Group Savings Plan, their income has been transferred to the “EAP Pool” which means they can apply for an Education Assistance Payment to receive their money. Click here to learn more.

Closing balance as of December 31,

This section highlights your plan’s details as of December 31, .

Please note: Grants for contributions made in December , may not yet be reflected in this statement.

Report on Sales charges

Sales charges

Here you will find an overview of total sales charges for the plan and eligible sales charge refunds where applicable.

SECTION 3 – ILLUSTRATION OF PROJECTED VALUE AT MATURITY

Here you’ll find an illustration of the projected value of the plans, for children aged 17 or younger in , for the year they will turn 18 years old.

ILLUSTRATION OF PROJECTED VALUE AT MATURITY

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Projected Principal Refund
The principal will be returned to you at maturity, when your child pursues post-secondary education. The projected principal refund is the approximate total of your contributions less sales charges and fees.
Projected Education Assistance Payments (EAPs)
This section is an estimate of the EAPs, which are paid directly to the child when they enroll in post-secondary education. EAPs are projected up to December 31st of the year the child will turn 18.
Total Projected Education Assistance Payments (EAPs)
Total Projected Plan Value (Includes Principal & Total EAP above)

Cost of Education

An estimate of what a 4-year university education could cost for your child when they’re ready to go to post-secondary school.

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Once you've accessed your Client Statement online, here’s a look at the different sections of the statement and what they mean.

SECTION 1 – COVER PAGE

This is where you will find details on how to activate your account or update your profile information, and a list of your children’s plans.

SECTION 2 – PLAN DETAILS

You will see a separate Plan Details page for each of your children. This section highlights information such as plan number, type and contributions-to-date.

This is a snapshot of your child’s plan(s) as of December 31, . It includes information about your principal, grant(s) received, and income on principal and/or grants.

Here’s a summary of all account activity in . Includes: contributions made, grant(s) received, income on principal and/or grants and account maintenance fees.

If your child turned 18 in and has a Group Savings Plan, their income has been transferred to the “EAP Pool” which means they can apply for an Education Assistance Payment to receive their money. Click here to learn more.

This section highlights your plan’s details as of December 31, .

Please note: Grants for contributions made in December , may not yet be reflected in this statement.

Here you will find an overview of total sales charges for the plan and eligible sales charge refunds where applicable.

SECTION 3 – ILLUSTRATION OF PROJECTED VALUE AT MATURITY

Here you’ll find an illustration of the projected value of plans, for children aged 17 or younger in , for the year they will turn 18 years old.

The principal will be returned to you at maturity, when your child pursues post-secondary education. The projected principal refund is the approximate total of your contributions less sales charges and fees.

An estimate of what a 4-year university education could cost for your child when they’re ready to go to post-secondary school.

This section is an estimate of the EAPs, which are paid directly to the child when they enroll in post-secondary education. EAPs are projected up to December 31st of the year the child will turn 18.