Forms

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

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

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.

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.
Note: Residents of Quebec are not eligible to designate a beneficiary.

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.
Note: Residents of Quebec are not eligible to designate a beneficiary.

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.
Note: Residents of Quebec are not eligible to designate a beneficiary.

This form replaces the T2033E form and is used for direct transfers to Alterna Bank.