---
title: "How can I use my balance work for my savings, investment, or RRSP contributions?"
description: "You can use your savings or investment balances by making a transfer and submitting proof in Tedy."
url: https://help.tedy.app/en/articles/45-how-can-i-use-my-balance-work-for-my-savings-investment-or-rrsp-contributions
collection: "Claims"
updated: 2026-11-05
language: en
alternates: [fr]
---

# How can I use my balance work for my savings, investment, or RRSP contributions?

You can use your savings or investment balances by making a transfer and submitting proof in Tedy.

Unlike regular claims, using your savings, investment balances, or RRSP contributions doesn’t require a traditional receipt.

Instead, you’ll need to **complete the transaction first from your personal account**, then submit proof in Tedy so we can reimburse you.

**Here’s how it works:**

1.  Make the contribution or transfer (e.g., RRSP contribution, investment deposit, or savings transfer) using your personal account.
    
2.  Take a screenshot or download a confirmation showing the transaction.
    
3.  Submit this document in Tedy as your claim.
    
4.  Once approved, the amount will be reimbursed to the bank account you’ve added in Tedy.
    

**What your proof must include:**

-   The **amount transferred**
    
-   The **date of the transaction**
    
-   Confirmation that the transfer was completed (e.g., status or destination account)
    

**Important notes:**

-   A traditional receipt is **not required** for these types of claims.
    
-   The transfer must be completed **before** submitting your claim.
    
-   Make sure the category is available in your wallet — eligibility depends on your employer’s plan.
    

If anything is missing or unclear, your claim may be declined — but you can always resubmit with the correct information.