You can find a list of blank transfer forms below. Our custodian's information has already been inputted so you don't have to worry about where the funds are going.
Registered Transfer
This section applies to the following account types:
- TFSA
- RRSP
- Spousal RRSP
- LIRA
- RRIF
- Spousal RRIF
- LIF
Before filling out the forms, please refer to the example document below to help reduce any potential delays in the transfer process.
Non-Registered Transfer
This section applies to the following account types:
- Individual Non-registered
- Joint Non-registered
Before filling out the forms, please refer to the example document below to help reduce any potential delays in the transfer process.
RESP Transfer
This section applies to the following account types:
- RESP
- Joint RESP
Before filling out the forms, please refer to the example document below to help reduce any potential delays in the transfer process.