paid in scholarships and
in refunds of savings
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Useful Resources
To make things easier for you, we are putting the following documentation at your disposal. Click to learn more!
paid in scholarships and
in refunds of savings
To make things easier for you, we are putting the following documentation at your disposal. Click to learn more!
Useful Resources
> Financial Documents
Prospectus 2009
Consult the enclosed prospectus to obtain all necessary information concerning the plans offered by Universitas Trust Funds, the general provisions and the financial statements.
Management Report
This is a brief report for the fiscal year ending December 31st, 2009 which sets out the development and progress of the Foundation for the period in question.
Financial Statements ending June 30, 2010
Unaudited Financial Statements for the six (6) month period ending June 30, 2010.
Annual Financial Statements
Financial statements to December 31st, 2009.
> Forms
Basic and additional CESG and CLB application
Form # 0071 created by HRSDC, updated on January, 2009. This document contains 3 sections:
1) Declaration and Consent - Subscriber
2) Declaration and Consent – Custodial Parent or Legal Guardian
3) Declaration and Consent – Primary Care Giver
Basic and Additional CESG and CLB Application - Subscriber Only
Form # 0073 created by HRSDC, updated on January, 2009. For Declaration and Consent of the Subscriber who is also Custodial Parent and Primary Care Giver.
Request for social insurance number
To obtain your child's SIN, you need to fill out this form. Remember, you absolutely need this number to obtain the Canada Education Savings Grant (CESG).
Request for education assistance payment (EAP)
Contribution withdrawal request for the Individual plan only
> Investments and Returns
Investments and Returns
Performance Review of the Investments of Universitas Trust Funds, First Six Months of 2009.
> Other documents
Compliance Report - February 11, 2010
Annual Information Form For the fiscal year ended December 31, 2009
Report to the Suscribers of Universitas Foundation of Canada - Independent Review Committee 2009
Actuarial Certificate
Governance Rules
