RRSP & TFSA Forms

These forms must be printed, signed and mailed to Rosenort Credit Union (Faxes not permitted).

*All documents are in Adobe Acrobat (.pdf) format.

Registered Retirement Savings Plan

• RRSP Application [download] 
• RRSP Designation of Beneficiary [download]
• Transfer RRSP to RCU from another institution [download]
• RRSP Home Buyers Withdrawal Request Form (may be used for other RRSP withdrawal options such as LLP etc.) [download]
  
  CRA form links
  
• Form RC96 - Lifelong Learning Plan - RRSP Withdrawal Form
• Form T1036 - Home Buyer's Plan - RRSP Withdraw Form
• Form T3012a - Tax Deduction Waiver on the Refund of Your Unused RRSP Contributions

If you wish to open a new RRSP, please call us at (204) 746-2355 or 1-800-265-7925 before filling out forms.

• Tax Free Savings Account Application form [download]