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 and take advantage of our consistently high rates.

If you don't already have an RRSP, RRIF or TFSA plan with Outlook Financial

You must first fill out one of the following:

• Open an RRSP Plan
• Open a RRIF Plan
• Open a TFSA Plan

If you would like to transfer a Manitoba Locked-In Retirement Account (LIRA)

Please call us at 1.877.958.7333 to discuss your unique situation.

To directly transfer in an RRSP, RRIF or TFSA

1. Complete the online Direct Transfer-In form.
2. Print, sign and date the form. You may also save a copy for your records.
3. Send the form by mail to the following address:
   
     Outlook Financial
     Box 2, Station Main
     Winnipeg MB R3C 2G1

Please note:

• Your Direct Transfer-In request will be processed and sent to the institution your are transferring from within 4 days. It can take four to six weeks to receive your funds from the transferring financial institution. We cannot guarantee the time-frame of the transferring institution.
• If you have provided an email address on the Direct Transfer-In form, we will notify you when we have received and deposited your funds.