Forms in PDF format
These forms are meant to be printed, filled out, and sent back to Outlook Financial using our postage-paid envelopes.

• Membership Application Form
  To apply to Outlook Financial, fill out this form first.
• Member Account Agreement
  Not specifically a form, but rather an explanation of your relationship with Outlook Financial.
• Designation of Beneficiary
  To name or change a beneficiary.
• Pre-Authorized Contribution
  To authorize a transfer of funds, change amounts, or to cancel a pre-authorized transfer from any other financial institution.
• Deposit Form
  To arrange deposits from your Outlook Financial account to specific registered and non-registered Outlook Financial investments.
• Retirement Savings Plan (RSP) Application
  To start a new Outlook Financial RSP.
• Retirment Income Fund (RIF) Application
  To start a new Outlook Financial RIF.
• Direct Transfer-In Form
  To directly transfer an RSP or RIF from another financial institution to a new Outlook RSP or RIF.
• Discontinue Paper Statements Agreement
  To discontinue your monthly paper statement from Outlook Financial (online statement information only).

Online Forms
The following forms can be filled out online.

• Update Contact Information
• Order Cheques