Forms & Materials
This section provides a complete list of downloads available on our website.
Canada Savings Bonds
- General
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Canada Savings Bonds Rate Table (S92)
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Canada Premium Bonds Rate Table (S92)
- Forms
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Certificated Bond Purchase Application Form (CSB1)
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Change of Address and Direct Deposit Form and Guidelines (COADD)
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RRSP/RRIF - Change of Address and Direct Deposit Form and Guidlines (COADDRP)
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Legal Name Change Form (LNC)
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Transfer Form and Guidelines - 533 - (TRF-04-11)
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Estate Transfer Form and Guidelines - 2351 - (ETRF-07-10)
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Quebec Estate Transfer Form and Guidelines - 534 - (QETRF)
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CRA Record of Direct Transfer Form (T2033)
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RRSP/RRIF - Designation of Beneficiary Form
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Indemnity of the Canada RIF Beneficiary Form and Guidelines (2373RIF-08-11)
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Indemnity of the Canada RSP Beneficiary Form and Guidelines (2373RSP-07-10)
Payroll Savings Program
- General
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Campaign Poster
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Communication Letters
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Intranet Banner
- Forms
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Change of Address and Direct Deposit Form and Guidelines (COADD)
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RRSP/RRIF - Change of Address and Direct Deposit Form and Guidlines (COADDRP)
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Employer Sponsorship Form
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Web Transmission Subscriber Change Form
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Payroll Deduction Change Form
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Legal Name Change Form (LNC)
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Transfer Form and Guidelines - 533 - (TRF-04-11)
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Estate Transfer Form and Guidelines - 2351 - (ETRF-07-10)
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Quebec Estate Transfer Form and Guidelines - 534 - (QETRF)
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Indemnity of the Canada RIF Beneficiary Form and Guidelines (2373RIF-08-11)
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Indemnity of the Canada RSP Beneficiary Form and Guidelines (2373RSP-07-10)
- Guides
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Employee How-To Guide
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Campaign Director Guide
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Technical Specifications Guide
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Web Transmission Guide
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FTPS Server User Guide
Financial Institutions and Investment Dealers
- Selling and Processing Procedures (S42)
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Certificated Bond Purchase Application Form (CSB1)
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Instructions for Banks Presenting CPBs outside the Redemption Window for an Estate (110-09-09)
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Example of Letter for Redemption of CPB where the Redemption Window is Closed (111-09-09)
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Letter of Indemnity Form (115-09-09)
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CSB/CPB Remittance Form S7
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CSB/CPB Negative Remittance Form S7
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Change of Address and Direct Deposit Form and Guidelines (COADD)
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Canada Retail Debt Products Transfers & Exchange Request Form (351H)
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Transfer Form and Guidelines - 533 - (TRF-04-11)
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Summary of Redeemed Canada Savings Bonds for Series 1 to 31 Only (727)
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Form for direct clearers to obtain reimbursement for redeemed government items (799)
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RDMS Purchase File Specifications - Logical Record Standards
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RDMS Purchase File Specifications - Data Element Dictionary
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FTPS Server User Guide
- CDS Procedures — Process Maps
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New Issue Process Map
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Withdrawal Process Map
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Reversal of Redemption Process Map
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Hardship Process Map
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Movement Process Map
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Regular-Compound Process Map
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Compound-Regular Process Map
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Product Transfers Process Map
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Annual Interest Process Map
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Maturity Process Map
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Certificate Deposit Process Map
Click CSB
Printing Requirements
Some forms may require Adobe Reader 7.0.5 or later (8 or later on Windows Vista)
