Transfer Forms
Other than the generic RBC transfer form, what are 2 other transfer forms that can accept?
T2033, T2030 (Marriage Breakdown), or T2151 (RPP & DPSPs)
After how long must a new CART be initiated as per our SLA (Service Level Agreement)?
24hrs
How many digits are RBC accounts?
Nine
What is the name of our Senior Manager?
Elaine Brunton-Stoner
What are the 4 types of transfer instructions on our transfer forms?
- All in-cash
- All in-kind
- All Mixed (in-cash & in-kind)
- Partial
How many business days do you suspend a CART after sending a NIGO (Not-In-Good-Order)?
What specific information do we confirm on Sales Platform before submitting transfer's of locked-in accounts (LIRA, LRSP, LIFs)?
That the legislation matches what is indicated on the CART/transfer form
Who are the two Supervisors in the department?
Drutika Suchde & Justin Ruf
After how long does a client-signature become state-dated?
6-months
How should you sort your CART workbasket to make sure you are reviewing the oldest CARTs first?
By either 'ID' or 'Status'
What do we do if we confirm that the branch is requesting an internal transfer?
Close the CART, our department does not process internal transfers
What are the three main teams within the department?
RBF, PHN, HKB, & Cash
Other than retail accounts, what other type of RBC account might you receive a transfer CART for?
Third-Party (TP) Accounts
When searching for an account on Sales Platform, what "Centre" do you select?
When was the RBC Retail Transfer-In Department created?
November 2015
What RBC address should be indicated on all transfer forms being submitted to other financial institutions?
180 Wellington St W, 9th Floor, Toronto ON M5J0C2
Other than the transfer instructions and the transfer forms, what else should be be reviewing on CART before submitting a request?
Branch comments
What do you do if you see that any client information on Sales Platform (SIN, address, name, etc.) does not match with what is on the transfer form?
Send NIGO, branch needs to amend the transfer form to match
Verint & Performance Tracker