Other Forms

Misc RCU Forms

• Membercard Agreement
• Internet Banking Agreement (Personal)
• Business Memberdirect Agreement.pdf (Business)
• Change of Address
• Member to Member Transfers - In order for you to be able to transfer between memberships on Memberdirect you must fill out this form.
• Scheduled Account Transfer - from another Financial Institution to RCU
• Scheduled Account Transfer - from RCU account to RCU
• Stop Payment Order
• Tax Free Savings Account Application form
• RCU Void Cheque/Pre-Authorized form (Rosenort) (Winkler) (Altona)
  
  

E-Statements

The following forms are necessary to get yourself signed up for the new E-Statements.  They can be faxed in as well:

• Discontinue Paper Statement Agreement
• Request to add single account to joint account statement

Registered Retirement Savings Plan (RRSP) Forms

• RRSP Application

• RRSP Designation of Beneficiary

• Transfer RRSP to RCU from another institution

• RRSP Home Buyers Withdrawal Request Form (may be used for other RRSP withdrawal options such as LLP etc.)
  CRA Form RC96 - Lifelong Learning Plan - RRSP Withdrawal Form

• CRA Form T1036 - Home Buyer's Plan - RRSP Withdraw Form

• CRA Form T3012a - Tax Deduction Waiver on the Refund of Your Unused RRSP Contributions

Online (Memberdirect) Biller Forms

Biller Enrolment Form - Ensure you fill out all applicable information, specifically choosing the appropriate Payment reporting option.
Also ensure that all appropriate documents have been sent as well (see page 2 for details).

Electonic Payment Consolidation and Settlement Agreement - Ensure all pages are filled out.

Optional - Secure Report Distribution Form - if Secure Report Distribution was selected as the payment reporting option on the Biller Enrolment form this form is required as well.

Government Forms

• Social Insurance Number (SIN)

• Passport

Pre-Authorized Payment Forms

• Manitoba Hydro/Centra Gas
• MTS