Welcome to our secure customer access site. 

 

 

 

Important information regarding your Maturity Application or Verification of Enrolment: you can check the status of your application by logging into your account.  Please allow 2 – 3 weeks from the time you submitted the form to allow for processing.

 

 

If you are a Flex First Plan subscriber click here

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Customer Login

For secure access to your personal account information, enter your username and password. If you do not have a customer access account, register now.

 
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News and Bulletins

 

Forms 

Accumulated Income Payments (AIPs) Forms

 

Is your plan maturing this year?  
View important information on how to fill out your Maturity Application (MAF) form (Click here).

 

EAP Reminder - For Group Plans Only!

Your student must submit a completed Verification of Enrolment regardless if he or she is applying for, or delaying their Education Assistance Payment.
If more time is needed to gather documents, encourage your student to delay their EAP to avoid disqualification

 

Something New in Your Life?  Complete the Client Update Form. 

Changes in your financial situation may sometimes affect your savings strategy. If there is something new in your life, please login to the Customer Centre, download the Client Update Form and return it to us.
Our goal is to make sure that your plan through Knowledge First Financial is always right for you in every way.

 


Helpful Tip:  Changing Personal Contact Information
If you modify your personal information, remember to update your Student’s and Joint Subscriber’s personal contact information too (if it applies).  Your Joint Subscriber (e.g. spouse or common-law partner) is required to register on our Customer Website to update their contact information on file.


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