Change ownership on account

If you are an existing Outlook Financial member and would like to add an additional account owner(s) to your High-Interest Savings account(s) or non-registered GIC(s), you must complete the Change of Personal Account Ownership form.

Steps:

If person(s) being added are existing member(s) of Outlook Financial:

• Complete the Change of Personal Account Ownership form
• Print the form
• All existing and new account owners must sign the form
• Send the form by mail to the following address:

                        Outlook Financial
                        Box 2, Station Main
                        Winnipeg MB R3C 2G1

If person(s) being added are not existing member(s) of Outlook Financial:

• If one or more person(s) are not existing member(s) of Outlook Financial they MUST use the ‘Apply Now’ link on the Outlook Financial website and fill out/submit the member application form.
• Once the new membership has been activated, the Change of Personal Account Ownership form can be completed as per the instructions above.

If you would like to remove an account owner(s) from your High-Interest Savings account(s) or non-registered GIC(s), please contact an Outlook Financial Representative for assistance.
 

Note: You cannot add additional account owners to your registered investments. All registered products such as a TFSA, RRSP, RRIF and LIRA are individually owned. If you wish to add or change your beneficiary you must complete a Designation of Beneficiary form.
 

Note: If you use Google Chrome you will need to disable the built-in default Google Chrome PDF viewer prior to downloading the form. If you use an Apple/Safari browser or operating system you will need to download the PDF and open it in a PDF viewer instead of viewing it directly in the browser. For assistance with the PDF viewer please contact an Outlook Financial Representative.