RSP Transfers

To help make this process easier for you, we have made two transfer forms available for download. They are the a T2033 transfer form, which is a standard industry form used to transfer a Registered Retirement Savings Plan (RSP) from one financial institution to another, and a TD Canada Trust Internal RSP transfer form, used for transferring RSP assets from one part of the TD Canada Trust to another.

Here are some tips to help you use these forms:

• When completing these documents, we would encourage you to meet with a Mutual Funds Representative at your TD Canada Trust Branch, or call your Investment Centre. A Mutual Funds Representative will be able to assist you in completing the documents and directing them to the proper location.

• Always mail us the forms or drop them at your local TD Canada Trust for processing. Do not send these documents to another financial institution yourself.

• Whenever available, attach a recent account statement to the transfer forms. This assists our office in completing your transfer more effectively.

• Make a copy of the form for your records prior to mailing or dropping off the document (or ask your Mutual Funds Representative to do so for you).

Transfers across financial institutions can often take up to a month or more, especially during the busy RSP season. Internal transfers may sometimes take one to two weeks. To get the quickest turn-around time, do your transfers between April and December to avoid the RSP rush.

Some financial institutions may charge a fee to transfer your assets. It is important to verify this prior to initiating a transfer.

Non-Registered Account (Non-RSP) Transfers

To transfer TD Mutual Funds from another financial institution to a Mutual Fund Account, visit your local TD Canada Trust Branch or call your Investment Centre for assistance.

Some financial institutions may charge a fee to transfer your assets. It is important to verify this prior to initiating a transfer.

If you have any questions about the status of a transfer in progress, please call your Investment Centre for an update.