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How to Submit a Report Marital Breakdown Request

Learn how to submit a request to Report Marital Breakdown Request on their Optimize Account.

Applies To: 

  • All Portfolio Managers, Advisors, Wealth Planners, and support staff.
  • Eligible account types: Cash accounts, Joint accounts, Margin accounts, TFSA, RRSP, RESP, RDSP, FHSA, and Trust accounts.

You can submit a Report Marital Breakdown from a client’s CRM Contact Record. Follow the instructions below to ensure the request is submitted correctly with all required documentation.

When to Submit a Report Marital Breakdown Request

  • A client is updating their marital status due to a marital breakdown and needs to process a transfer between accounts.

How to Submit a Report Marital Breakdown Request

To submit a Report Marital Breakdown request, use the Service Extension on the client’s CRM Contact Record. When submitting the request, there are two distinct submission methods and workflows: Manual Submission, which involves uploading a scanned or physically signed document, and Straight-Through Processing (STP), which automatically generates the required forms and sends them to the client through DocuSign.

Although both methods are valid, we strongly recommend using Straight Through Processing whenever possible for real-time tracking, reduced errors, and faster turnaround times.

Learn more about Straight-Through Processing.

How to Submit a Report Marital Breakdown Request using Manual Submission

  1. Navigate to the Client’s CRM Contact Record.
  2. Go to the Servicing Tab.
  3. Select Account Administration → Update Client & Account Information.
  4. Choose Report Marital Breakdown as the request type.



  5. Select the From Account.
  6. Select the To Account.
  7. Enter the Amount Type (Partial or Full).
  8. Select Manual Submission
  9. Enter the Updated Amount
  10. Upload the required document:
    • Attach the completed and signed T2220 – Transfer Due to Marital Breakdown.
  11. Review & Submit – Confirm all details, then click Submit to create the service request ticket.

Tip: Ensure the transfer amount is correct and the T2220 form is fully completed and signed to prevent delays.

How to Submit a Report Marital Breakdown Request using STP

  1. Navigate to the Client’s CRM Contact Record.
  2. Go to the Servicing Tab.
  3. Select Account Administration → Update Client & Account Information.

  4. Choose Report Marital Breakdown as the request type.



  5. Select the From Account.
  6. Select the To Account involved in the transfer.


  8. Select Straight Through Processing 
  9. Enter the revised transfer amount in the system.
  10. Review & Submit – Confirm all details, then click Submit to create the service request ticket.

Please Note: Once you submit the request, the ticket will be created and the client will be automatically sent the paperwork by DocuSign. The ticket cannot progress further until the client reviews the paperwork and electronically signs through DocuSign.

After Submitting the Request

A new service request ticket will be created. You can locate it:

  • In the Right-Side Panel of the client's CRM Contact Record under Tickets.

In the transfer Pipeline, where you can track the progress and confirm when the request is completed.

Processing Times

  • Manual Submission: Typically 10 business days after the ticket has been submitted and completed any applicable review.
  • Straight-Through Processing: Typically 1 business day after the ticket has been submitted and completed any applicable review.