You May Be Entitled to REFUNDS in excess of $40,000

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Repayment Rules

All Bonds and Grants paid to the plan in the 10 years preceding one of the following events must be repaid to the Government of Canada:

  • The end of the beneficiary’s eligibility for the Disability Tax Credit
  • The death of the beneficiary
  • A payment is made from the plan to or for the benefit of the beneficiary