Product Forms

The following outlines the forms for products and services available to AcceleRate Financial members.

Not an AcceleRate member? Apply today to AcceleRate your savings!

Not ready to use the online form? Download the membership application here..

A Note on AcceleRate Financial Forms:

All our forms are available as PDFs. Please follow these instructions for completing and submitting forms:

  1. Download the form or form package you need.
  2. Complete all required information (for legibility, we prefer you fill the form by typing into the PDF and then printing).
  3. Print and sign the form.
  4. Mail the form to AcceleRate Financial for processing at:
    PO Box 1860 Stn Main
    Winnipeg, Manitoba,
    R3C 3R1

Please download the latest version of Adobe Acrobat to ensure the most convenient form experience.

Open New Product(s)

This section is intended for existing AcceleRate Financial members. Please select your desired product(s) to download the applicable form(s). To make your deposit, please mail in your cheque with the appropriate deposit form, or use the direct transfer-in form to transfer from another financial institution.

If you’re not a member, please complete the Membership Application [downloadable version here] or call for assistance: 1-888-954-9543.

TFSA Application

[downloadable version here]

Application form to open a TFSA.

RRSP Application

[downloable version here]

Application form to open a RRSP.

RRIF Application

[downloadable application here]

Application form to start a RRIF.


Please call us to purchase a GIC:

Deposits / Transfer‑ins

If you would like to make additional contributions to your AcceleRate products, transfer-in funds from another financial institution, or pre-authorize a deposit into your AcceleRate Financial account, please select the appropriate form below.

Deposit - Non-Registered and Registered Products

[downloadable version here]

Use this form to make additional deposits to your AcceleRate account(s).

Direct Transfer (Pre-Authorized Debit)

Setup transfers into your AcceleRate Financial account.

Direct Transfer-in of TFSA/RRSP/RRIF

[downloadable version here]

Transfer an existing TFSA/RRSP/RRIF to your AcceleRate Financial account.

Designate or Change a Beneficiary

We encourage all members to designate a beneficiary for their registered products. Please select from the following beneficiary forms and complete the form which best suits your estate planning needs. These forms can either be used for your first designation or to change a beneficiary for any of your registered AcceleRate Financial product(s).

Please note: Beneficiary designations are not recognized in Quebec.

RRIF Designation of Successor Annuitant*

[downloadable version here]

Designate a beneficiary for your RRIF.*

TFSA Designation of Successor Holder*

[downloadable version here]

Designate a beneficiary for your TFSA.*

*Spousal designation only

Designation of Beneficiary

[downloadable version here]

To be used for non-successor designation.

Other Forms & Information

Terms and Conditions

Terms and conditions for membership at AcceleRate Financial.

Declaration of Trust

Access Credit Union’s Declaration of Trust, which is the governing document for AcceleRate Financial RRSPs, TFSAs, and RRIFs, is changing effective April 1, 2023. The change to the plan was completed for clarification purposes; however, it will not affect the day-to-day operation of your TFSA/RRSP or RRIF. A copy of the updated Declaration of Trust/ Terms and Conditions is available below:


Exceptional Service

AcceleRate Financial is committed to providing our members with excellent service and support. If you have any questions, comments or concerns, please contact our member services support centre.

button call
Canada: 1-888-954-9543

Lost or Stolen Member Card?

If your AcceleRate card has been lost or stolen, please call immediately to cancel access to your card.


Accelerate Debit Card