Education Planner
Use this form to plan for your children's education.
Email address *
PERSONAL INFORMATION
Please provide the following information:
Your full legal name: *
Your answer
Mailing address: *
Your answer
Preferred telephone number: *
Your answer
Your date of birth: *
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Your marital status: *
If married or common law, please provide your spouse's full legal name:
Your answer
Your spouse's date of birth: (if applicable)
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YYYY
Your employer: *
If self-employed please indicate below:
Your answer
Your annual income: *
If your income varies, please use a conservative figure you are comfortable with.
Your answer
Spouse's employer: (if applicable)
If your spouse is self-employed please indicate below:
Your answer
Your spouse's annual income: (if applicable)
If your spouse's income varies, please use a conservative figure you are comfortable with.
Your answer
Education Planning
Tell us a little about what you are saving for:
How many children are you saving for? *
Your answer
Please tell us the child(ren)'s name(s) and age(s): *
Your answer
Do you know how much you have to save for your child(ren)'s education? *
If yes, please provide a figure below:
Your answer
Would you like to fund the entire cost of education or simply save what you can to help out? *
How much money can you save monthly to reach your goal?
If possible, please tell us as much as you can about your education savings plans including type of school, country of study, number of years to study, etc.
Your answer
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