Alterna - Forms

Direct Deposit/Pre-Authorized Debit Form

To set up direct deposit, download and complete this form then submit it to your employer/pension provider or billing company.

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Cheque Order Form

Please note: to access this form, you must first log in to your online banking and allow 2-3 weeks for order processing and delivery.

Joint Account Authorization Form

A joint account is a bank account that has been opened by two or more individuals. Please use one form for each Account to be made joint.

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Beneficiary Form

To designate beneficiaries for your registered plans, download and complete this form then mail it to the Alterna address on the bottom of the form.

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TFSA Successor/Beneficiary Form

To appoint a successor holder in your TFSA plan for your spouse/common-law partner to inherit following your passing. Alternatively you can designate a Beneficiary/Beneficiaries.

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RRIF Successor/Beneficiary Form

To appoint a successor annuitant in your RRIF plan for your spouse/common-law partner to inherit following your passing. Alternatively you can designate a Beneficiary/Beneficiaries.

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External Account Transfer Authorization Form

External account transfers let you link accounts from different financial institutions, so you can transfer funds easily and securely!

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