Forms
We've assembled some of our most requested forms in one place, for your convenience. These forms are kept current and will assist you in making changes or updating your accounts. If you have any questions or aren't sure which form you need, please be in touch and we'll gladly point you in the right direction.
Enrollment Forms
ATA Group Life + Optional Insurance Application (272 KB) ATA Group RRSP Application (908 KB) Non-Registered Group Application (32 KB) ATA Accidental Death & Dismemberment Enrollment (190 KB)Change Forms
ATA Group Life + Optional Insurance Change (40 KB) Group RRSP Beneficiary Change (24 KB) Group RRSP Change of Investment Allocation (28 KB) Group RRSP Change of Member Information (24 KB) Group RRSP Lump Sum Deposit (380 KB) Non-Registered Lump Sum Deposit (488 KB) Group RRSP Notice of Death Claimant's Form (20 KB) Group RRSP Payroll Deduction Change (429 KB) Group RRSP Pre-Authorized Contribution (488 KB) Non-Registered Pre-Authorized Contribution (512 KB) Group RRSP Withdrawal (24 KB) Transfer Authorization for Registered Investments (520 KB)
Homebuyers Request to Withdraw Funds 
Lifelong Learning Request to Withdraw Funds 
Tax Refunds on Same Cheque! Contribute to your ATA Group RRSP on Payroll Deduction, and get a tax refund on the same paycheque. Learn more
in-no-va-tion: Introduction of new things or methods.
Diversify your portfolio across a variety of asset classes. By investing in a wide range of products, you can build a solid foundation for a successful financial future.
Questions? Contact a member of our team