Marital Breakdown Request

Learn about this request type & how to submit it

Required Forms

The forms required are based on the scenario.

• Spousal RSP to RRSP (same primary account holder)
  OR
  Spousal RIF to RIF (same primary account holder)
  Requires:

  • Proof of divorce or separation
  • Removal of the spousal contributor from the RRSP or RRIF

• TFSA to TFSA
  Requires:

  • Proof of divorce or separation
  • Transfer from a Tax-Free Savings Account (TFSA) to another TFSA due to the breakdown of marriage or common-law partnership

• All Other Cases of Marital Breakdown Transfers
  Requires:

  • Proof of divorce or separation
  • Form T2220

How to submit the request

First, find the client's CRM Contact Record page by searching contact name in the search bar. Next, navigate to the Servicing (Service Request) tab on your clients contact card and select Account Administration. 

Step 1:

• Select Special handling

Step 2:

• Select Marital Breakdown

Step 3:

• Select the from account

Step 4:

• Select the to account

Step 5:

• Select 
  • Amount type: Full or Partial
  • Source of Funds: Model or All

Step 5:

• Attach the signed document.
• Attach proof of marital breakdown
• Specify the amount
• Review the details & submit the request