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EQ Bank TFSA transfer form
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Email thisApril 13, 2021
12:33 pm
12:33 pm
jrsaver
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Forum Posts: 2
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April 13, 2021
April 13, 2021
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Hello,
I am trying to transfer the TFSA money to newly created account in EQ Bank and need to submit the signed form. Failed to find one so I could sign.
When can it be downloaded?
Tried to google, found this one, but not sure if it's the right one: https://www.equitablebank.ca/d.....b310faa1_0
April 13, 2021
2:30 pm
2:30 pm
hwyc
GTA
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September 30, 2017
September 30, 2017
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The steps are outlined in their TFSA FAQ
... looks like you need to complete a soft form before it can be printed for signing.
April 13, 2021
3:49 pm
3:49 pm
Jim Sherat
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Forum Posts: 210
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January 1, 2018
January 1, 2018
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EQs "live chat" is also quite good. I've just recently opened accts with EQ, and actually just mailed in our 'successor holder' documentation for the TFSAs, today.
Once I get confirmation, I'll start to move funds in.
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