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  • Sep 23, 2016
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How do I fill out my TFSA Direct Transfer Form?


Please click here for step by step instructions to complete the TFSA Direct Transfer Form.  To submit your form please ensure that all pages of the form are included. You will need to submit the form to the financial institution which will be receiving the transferred funds. If you are transferring your TFSA from an external financial institution to Zag Bank you may submit the form in the following ways:

By Fax: 1-877-252-2244

Or By Mail: Zag Bank

6807 Railway St SE, Unit 120

Calgary, AB  T2H 2V6     


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