Enrollment / Change 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 Critical Illness Insurance Application (115 KB)
ATA Group Life + Optional Insurance Application (272 KB)
ATA Group RRSP Application (946 KB)
Non-Registered Group Application (32 KB)
ATA Accidental Death & Dismemberment Enrollment (190 KB)
Tax-Free Savings Account Application (1.5 MB)
Asset Allocation Funds (380 KB)
ATA TFSA Fund Choices (860 KB)
Investment Personality Questionnaire (1.4 MB)

Change Forms

ATA Group Life + Optional Insurance Change (40 KB)
Group RRSP Beneficiary Change (988 KB)
Group RRSP Change of Investment Allocation (688 KB)
Group RRSP Change of Member Information (78 KB)
Group RRSP Lump Sum Deposit (384 KB)
Non-Registered Lump Sum Deposit (460 KB)
Group RRSP Notice of Death Claimant's Form (20 KB)
Group RRSP Payroll Deduction Change (78 KB)
Group RRSP Pre-Authorized Contribution (94 KB)
Non-Registered Pre-Authorized Contribution (512 KB)
Group RRSP Withdrawal (24 KB)
Tax Free Savings Account (TFSA) Pre-Authorized Contribution (440 KB)
Tax Free Savings Account (TFSA) Lump Sum Deposit (312 KB)
Transfer Authorization for Registered Investments (448 KB)
Transfer Authorization for Tax Free Savings Account (TFSA) (448 KB)
Homebuyers Request to Withdraw Funds
Lifelong Learning Request to Withdraw Funds