Open a RRIF Plan

If you do not already have an RRIF with Outlook Financial, you need to fill out a Registered Retirement Income Fund Plan application to be signed and returned to Outlook Financial.

To open an RRIF Plan:

1. Complete the online RRIF application form.
2. Print, sign and date the form.
3. Send the form by mail to the following address:
   
     Outlook Financial
     Box 2, Station Main
     Winnipeg MB R3C 2G1

Please note:

• Your RRIF plan will be opened within 2 business days.
• If you have provided an email address on your RRIF Plan application, we will confirm your RRIF plan by email once completed.
• If you have designated a beneficiary on the RRIF Plan application form, sign and date the Designation of Beneficiary form and have a witness sign it as well. The witness cannot be a beneficiary or a relative of the annuitant. The Designation of Beneficiary cannot be processed without a witness signature.

If you would like to transfer in an existing RRIF from another financial institution, complete a Direct Transfer-In form and include it with your application.