Transfer Funds to a Registered Retirement Savings Plan

  

This feature allows members to contribute to their existing Registered Retirement Savings Plan Variable or Registered Retirement Savings Plan Investment Savings accounts through Online Banking. Members must currently have an Registered Retirement Savings Plan contract in order to make a contribution online. 

      

How to Transfer Funds to a Registered Retirement Savings Plan

If you have more than one Registered Retirement Savings Plan account, please verify your transfer is going to the correct Contract by viewing the Contract Details available under the Account Activity page. 

  1. Log in to Online Banking.
  2. Select the Transfers link from the left hand navigation 
  3. Enter the Transfer Amount
  4. Select the account you would like to Transfer From
  5. Select your RRSP account from the Transfer To drop down
  6. Select when you would like to transfer to occure
  7. Click on Continue
  8. Review the transfer details and if accurate click on Confirm
  9. View transaction receipt.  If an error has been made, please contact your branch.

Transfer Funds to a Registered Retirement Savings Plan Now

Enroll in Online Banking

 

 If you don't yet have access to online banking, the process is quick and easy and you can now do it online instead of visiting your branch.  For security reasons you will be required to verify your identity before being able to sign-up. Access to Online Banking is free and offers you many convenient features to complete your day to day banking needs, click here to learn more.

If you're not yet a member, that's okay too, contact one of our Interior Savings Credit Union branches today.  We're located in Kelowna, Kamloops, Vernon, Ashcroft, Barriere, Chase, Clearwater, Lake Country, Lillooet, Merritt, Okanagan Falls, Oliver, Osoyoos and West Kelowna.