Manage your registered plans and account information.
Making sure your registered plan beneficiary and successor designations are up to date can help avoid unnecessary taxes or delays and support smoother estate planning for your loved ones. Discover how to make changes to your RRSPs, RRIFs, TFSA and FHSA beneficiaries, successor annuitants or successor holders.
Adjust the amount or frequency of your RRIF withdrawals anytime to suit your retirement income needs. If you’d like to make changes to your existing withdrawal instructions, you can update them at any time.
Update RRIF payment instructions
A Registered Retirement Income Fund (RRIF) is designed to allow you to start generating a steady retirement income from your RRSP. Convert your Outlook RRSP or transfer funds from another financial institution to an RRIF and begin planning how you want to receive income in retirement.
Add or remove an account owner from your Outlook Financial High-Interest Savings account or non-registered GIC. Updating ownership details ensures account access remains current and accurate.
When you open a registered account with Outlook Financial—RRSP, RRIF, TFSA or FHSA—you agree to a legal agreement called a Declaration of Trust for that account. Review your Declaration of Trust regularly to stay informed about any changes or updates.
