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Open AcceleRate RRIFs

Open AcceleRate RRIFs

Forms are in a PDF format. These forms are meant to be printed, completed, signed and mailed to AcceleRate Financial for processing.

Due to legislative requirements the * (asterisk) indicates a required field. Please be sure to complete all required fields prior to submitting your forms to AcceleRate Financial.

If you wish to invest in an account with AcceleRate Financial and hold a Registered Retirement Income Fund, please complete the following forms;

If this is to be a joint account, and one or both members wish to hold RRIFs, please complete one Membership Application Form jointly, and the necessary number of RRIF contracts depending on the registration. i.e. single or spousal. Please complete the RRIF deposit form, this will provide us with your annual RRIF payment instructions. The beneficiary designation form is an optional form however we do recommend this form be completed for estate purposes. Please complete one for each contract.

In addition, please be advised that an AcceleRate Savings Account will be opened on your behalf if one is not already in existence. Your RRIF payment(s) will automatically be deposited to the AcceleRate Savings Account on the date(s) that you instructed. In order to withdraw your payment(s) from your AcceleRate Savings Account, personal cheques will be provided.