Converting to a retirement income product (RRIF/LIF)

Use the links below to download the documents applicable to your product.

Product name

Document type

Pivotal Select Segregated Funds

RRSP To RRIF Conversion Form (#1673)

Contract and Information Folder (#1403)

Fund Facts (#1366)

Guaranteed Interest Account (GIA)

GIA Application (#799)

RRIF/LIF Contract (#797)

Pivotal Solutions / Pivotal Solutions DSC

(not available for new sales; conversion from a registered savings plan only)

Pivotal Solutions / Pivotal Solutions DSC Application (#1378)

RRIF/LIF Contract (#1380)

Information Folder (#1381)

Fund Facts (#1170)

Pivotal Solutions II

(not available for new sales; conversion from a registered savings plan only)

Pivotal Solutions II Application (#704)

RRIF/LIF Contract (#706)

Information Folder (#705)

Personal Investment Portfolio

(not available for new sales; conversion from a registered savings plan only)

Personal Investment Portfolio Application (#343)

RRIF/LIF Contract (#703)

RRIF/LIF Information Folder (#1074) and Addendum