Please find below the B2B Bank Dealer Services 2021 year-end dates.

B2B Bank Dealer Services (B2BBDS) will ensure that all Income Plan
(i.e. RRIF, LIF, LRIF, PRIF) transfers-out received prior to
Friday, December 31, 2021 are initiated and completed on a best-efforts basis prior to Friday, January 21, 2022, as per industry standard guidelines. B2BBDS will determine the 2022 payment information and send the details to the receiving institution, in order that income payments can be made to the client.

For Income Plan transfers-in, B2BBDS will assume the minimum on transfers received up until Friday, January 21, 2022. After this date, we will consider them a 2022 transfer and the delivering institution should make the payment prior to the transfer out.

Note: All documentation received must be in good order by the above posted dates. Documents received after the specified dates are processed on a best-efforts basis with no guarantee of a 2021 tax receipt. The funds must be redeemed from the client plan on or prior to December 31, 2021 to ensure a 2021 tax receipt. If the funds have not settled by year end, no tax receipt will be issued. Documentation that is incomplete or sent after the posted dates will result in processing delays and may hamper efforts to get items processed as requested (with regards to tax receipts and trades).