The following outlines the forms for products and services available to AcceleRate Financial members.
Not an AcceleRate member? Apply today to AcceleRate your savings!
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
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.
Application form to open a TFSA.
Application form to open a RRSP.
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.
Use this form to make additional deposits to your AcceleRate account(s).
Setup transfers into your AcceleRate Financial account.
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.
Designate a beneficiary for your RRIF.*
Designate a beneficiary for your TFSA.*
*Spousal designation only
To be used for non-successor designation.
Terms and conditions for membership at AcceleRate Financial.
Request to attempt to stop a payment before it is processed.