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:
- Download the form or form package you need.
- Complete all required information (for legibility, we prefer you fill the form by typing into the PDF and then printing).
- Print and sign the form.
- 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
Application form to open a TFSA.
RRSP Application
Application form to open a RRSP.
RRIF Application
[downloadable application here]
Application form to start a RRIF.
New GIC
Please call us to purchase a GIC:
1-888-954-9543
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
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
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*
Designate a beneficiary for your RRIF.*
TFSA Designation of Successor Holder*
Designate a beneficiary for your TFSA.*
*Spousal designation only
Designation of Beneficiary
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:
