Cash and Security Management
      Back to home
      1. Optimize Help Center
      2. Service Requests
      3. Cash and Security Management

      Transferring from a RIF or LIF account

      Transfers from a Registered Retirement Income Fund (RIF) and Life Income Fund (LIF)

      Transfers from a RIF account. 

      • Transfers from a RIF account are restricted to Roll-Backs
      • Refer to the special handling article to learn more about Roll-Backs and how to submit the request. 

      Transfers from a LIF account

      • Transfers from a LIF account are limited to unlockings
      • Please visit the Unlocking Requests article to learn more