"Hubert" or "Access" on RRSP transfer form? | Hubert Financial | Discussion forum

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"Hubert" or "Access" on RRSP transfer form?
May 10, 2024
11:12 am
davidgeorge
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I am going to transfer my matured RRSP GIC to another FI. On the transfer request form of the other FI, should I use the name and address of Hubert Financial or Access Credit Union? Thanks.

May 10, 2024
11:41 am
Dean
Valhalla Mountains, British Columbia
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.
I would imagine that if you want to transfer your RRSP $$$ to Access CU, you would use the Access CU name. And if you want the transfer to go to Hubert Financial, you would use the Hubert Financial name ... No?

For confirmation, you can contact Access or Hubert directly by phone.

O&O

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

May 10, 2024
11:51 am
everhopeful
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I think he is transferring from Hubert. I would use the Access CU name, as that is what showed up on my last T5, so that seems to be how they are reporting us to the government. Hubert is just a name for a few legacy products now, and memories of GIC bliss sf-cry

May 10, 2024
2:42 pm
Norman1
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I would use the financial institution name and address on the RRSP statements that the maturing GIC appears on.

Otherwise, one is just begging for a screw up like the one reported when TD Canada Trust was specified in error instead of TD Investment Services for a RRIF being transferred.

May 10, 2024
3:38 pm
phrank
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If I was confused about how to do a transaction with a financial institution, I would talk to that institution vs taking advice from strangers on the internet sf-surprised

May 11, 2024
8:45 am
Dean
Valhalla Mountains, British Columbia
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everhopeful said

I think he is transferring from Hubert. . . . 

Oops ... My Bad sf-confused

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

May 13, 2024
7:51 am
davidgeorge
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Thanks, everyone. Yes, I want to transfer RRSP out of the former Hubert, now Access. The confusing part is that Hubert is still operating. The reminder email was sent to me from Hubert, "Hubert Happy Savings " and contact info given is still Hubert "We can be reached at 1.855.4HUBERT (1.855.448.2378) or email us at hubert@happysavings.ca.".

May 13, 2024
8:48 am
Norman1
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Hubert Financial is still there. It is now a division of Access CU instead of a division of Sunova CU.

Please write your comments in the forum.