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How to fill out the Tangerine Funds online
The Tangerine Funds Direct Transfer Form is designed to facilitate the transfer of your Registered Retirement Savings Plans (RSP), Registered Income Funds (RIF), or Tax-Free Savings Accounts (TFSA) to Tangerine Investment Funds Limited. This guide will assist you in completing the form accurately and efficiently to ensure a smooth transfer process.
Follow the steps to complete the Tangerine Funds Direct Transfer Form online.
- Press the ‘Get Form’ button to access the Tangerine Investment Funds Direct Transfer Form and open it in your preferred editor.
- Provide personal details about yourself, including your preferred name (Mr., Mrs., Ms., Miss, Dr.), first name, middle initial, last name, street address, city, province, telephone number, postal code, email address, social insurance number, and date of birth. Ensure all mandatory fields are filled out.
- In the Transfer Information section, specify the type of account you wish to transfer (RSP, RIF, or TFSA) and check the appropriate boxes based on your selection.
- Provide the receiving institution information, indicating Tangerine Investment Funds Limited's address and including the necessary account numbers for your RSP, RIF, or TFSA.
- Select the investment instructions by checking off the Tangerine portfolios you wish to invest in with the transferred funds and include the amount for each, if applicable.
- Review the section regarding the issuer of the plan, providing the financial institution's name and address. Make sure to attach a copy of your most recent account statement.
- Sign and date the form where indicated to confirm your transfer request. Ensure you meet the requirements for any locked-in or spousal options if applicable.
- Once all sections are completed and reviewed, save any changes, and prepare to mail your Direct Transfer Form to Tangerine Investment Funds Limited or fax it to the provided numbers. Remember to include your Investment Fund Account Enrollment Form, if this is your first transfer.
Complete your Tangerine Funds Direct Transfer Form online today for a smooth transition of your funds!
No, TD does not own Tangerine. Tangerine Bank is a subsidiary of Scotiabank. This ownership allows Tangerine to offer innovative banking solutions and investment products, including Tangerine Funds, to help you achieve your financial objectives.
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