What is the procedure for transferring a self-directed RRSP to a self-directed RRIF?
For external transfers (from other financial institutions), complete and have your client sign a Transfer Authorization for Registered Investments form and a B2B Trust Self-Directed Registered Account Application. Forward a copy of the transfer form to us with the original Self-Directed Registered Account Application. Send the original transfer form to the relinquishing institution. For internal transfers (e.g., if the RRSP is held at B2B Trust), simply send us a letter of direction and a new Self-Directed Registered Account Application signed by your client.
Related Questions
- If a client has a self-directed RRSP/RRIF and an Open Account, can they choose to pay the administration fee from either account?
- What is the annual administration fee for a self-directed RRSP/RRIF or an Open Account?
- What is the procedure for transferring a self-directed RRSP to a self-directed RRIF?
