If approved, fax us the complete printed application with all original signatures and required supporting documentation.
Supporting documentation may include:
- Void cheque from a personal chequing account, imprinted with the borrower's name.
- Letter of Direction (if paying out an RSP loan at another financial institution)
- A B2B Bank Dealer Services² Retirement Plan Application or a B2B Bank Deposits RSP or RIF Account Application (for new B2B Bank Standard Program loan clients only).
Is a Proof of Assets or Proof of Income required?
Credit approved RSP Loans $25,000 and under do not require Proof of Income (POI)/Proof of Assets (POA).2
POI/POA will be required if the RSP Loan amount requested plus any RSP/TFSA Loan balances with B2B Bank exceed $25,000.
Completed applications should be sent to:
Fax application to:
Attn: B2B Bank Investment Lending
Mail original application to:
B2B Bank Investment Lending
199 Bay Street, Suite 600
PO Box 279 STN Commerce Court
Toronto ON M5L 0A2
Please include the EASE transaction number on all documentation.
Note: Distribution Alliance programs may have different documentation routing. Check the details of your specific program.