Make transfers between your Freedom Financial ™ NextStep™ plan investments
Have coverage through your employer or plan sponsor? You’re in the right place.
If you have coverage through an advisor, use our personal insurance forms. If you purchased coverage directly through Canada Life, use our Freedom to Choose™ forms.
Transfer authorization
Use these forms to provide authorization to transfer between your Freedom FinancialTM NextStep investments. You’ll find information on how to submit your application on the form itself.
Step 1: Complete a form.
Download the form and print it, or fill it out in Adobe Reader XI or higherOpens a new website in a new window - Opens in a new window (not your browser) and save.
Use this form to provide authorization to transfer funds from your Freedom Financial™ NextStep™ TSFA.
Use this form to provide authorization to transfer RRSP investments to your Freedom Financial™ NextStep™ account.
Use this form to provide authorization to transfer NRSP investments to your Freedom Financial™ NextStep™ account.
Step 2: Submit your completed form.
You’ll find information on how to submit your application on the form itself.