Online transfers
So long to paper!
Online transfers are easy to use and can be tracked in real time. Plus, they reduce the risk of errors compared to paper requests, since plan members have support at every step of the process.
Transfer of assets in the plan
Plan members can go online to transfer assets that are held in plans outside the Desjardins Insurance group retirement savings plan. This all-digital experience streamlines the transfer process for plan members!
Transfer of assets out of the plan
Plan members can transfer savings from one of their group retirement savings plans to an individual or group registered savings plan. They can be tracked online, and automated emails are sent to inform plan members when the status of their request changes.
With online transfers, Desjardins Insurance’s shows its commitment to offering innovative services that meet the needs of plan members. The process is validated at each step, which simplifies the experience for plan members, boosts their confidence and engagement and significantly increases their satisfaction levels.
Digital tools from Desjardins Insurance: setting things in motion towards financial empowerment.
Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company.
Desjardins®, Desjardins Insurance®, all trademarks containing the word Desjardins, as well as related logos are trademarks of the Fédération des caisses Desjardins du Québec, used under licence. On Target Retirement® Registered trademark owned by Desjardins Financial Security Life Assurance Company.
200, rue des Commandeurs | Lévis, QC G6V 6R2 | 1-866-647-5013 | desjardinslifeinsurance.com