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:

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

To directly transfer in a RRSP, RRIF or TFSA

1. 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

2. 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.

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. 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 would like to transfer a Manitoba Locked-In Retirement Account (LIRA) please call us at 1.877.958.7333 to discuss your unique situation.