Member Services
Manage my Investments
DIRECT TRANSFER-IN AN RRSP, RRIF OR TFSA
If you have an existing RRSP, RRIF or TFSA at another financial institution, you can complete a Direct Transfer-In form to transfer the funds to an Outlook RRSP, RRIF or TFSA.
NEW TO OUTLOOK?
If you are not a current member, open your membership by clicking the "Apply Now" button to the right, and completing and submitting our quick online application!
If you don't already have a RRSP, RRIF or TFSA plan with Outlook Financial
You must first fill out one of the following:
To directly transfer in a RRSP, RRIF or TFSA
Important Notes:
- To assign someone other than your Estate as the beneficiary of your registered plan, please complete a Designation of Beneficiary form.
- Your Direct Transfer-In request will be processed and sent to the institution your are transferring from within 4 days. Please be advised that a transfer can take 4-6 weeks.
- Also, rates are subject to change without notice at any time and we do not guarantee rates while funds are being transferred. For more information, please contact us
- Complete the Direct Transfer-In Form.
Please note that you will require Adobe Reader to complete PDF forms. The PDF Reader is available from Adobe, which is a third party service provider. You will exit the Outlook Financial website and open a new browser tab by clicking on the following link. To proceed, download the free PDF reader here [acrobat.adobe.com].
Print, sign and date the form, and send the form by mail to the following address:
Outlook Financial
Box 2, Station Main
Winnipeg MB R3C 2G1 - To invest your funds in a Fixed GIC
Log in to online banking to verify the transfer has been completed. Once verified, complete and submit our online Deposit Form to provide your investment instructions.