New to Outlook Financial?

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!

Existing Members

If you are an existing member and do not already have a Registered Retirement Income Fund plan (RRIF), we ask that you complete a RRIF application and send it to us.

To open a RRIF Plan by transferring funds from a RRSP or RRIF at another Financial Institution

1. Complete the RRIF Application Form.
    
2. Complete the Direct Transfer-In Form.
    
3. Complete the Registered Retirement Income Fund Payment Instructions Form.
    
4. Print, sign and date the forms, and send the forms by mail to the following address:
    
5. To invest your funds in a Fixed GIC log in to online banking to verify the RRIF savings account has been opened. Once verified complete and submit our online Deposit Form to provide your investment instructions.

To open a RRIF Plan by Converting an Outlook RRSP to a RRIF

1. Complete the RRIF Application Form.
    
2. Complete the Registered Retirement Income Fund Payment Instructions Form.
    
3. To invest your funds in a Fixed GIC log in to online banking to verify the RRIF savings account has been opened. Once verified complete and submit our online Deposit Form to provide your investment instructions.

Important Notes:

• Minimum RRIF plan opening balance is $2,000
• To assign someone other than your Estate as the beneficiary of your registered plan, or to assign a successor annuitant, please complete either a Designation of Beneficiary or Successor Annuitant Form.
• Your RRIF plan will be opened within 2 business days after receiving your application.