The following steps for redeeming bonds registered in the name of a deceased owner apply to all CSB and CPB series.

For estate value limits and documentation requirements refer to the Bank of Canada Business Rules.

How to Submit Your Request

All Provinces Except Quebec

  1. Complete the Estate Transfer Form (ETRF).
  2. Once completed, mail the form, along with the unsigned bond certificate(s) (if applicable) and legal documents (if required) to Customer Service’s Transfer & Exchange Unit.

Province of Quebec Only

  1. Complete the QETRF Form and Guidelines.
  2. Once completed, mail the form, along with the unsigned bond certificate(s) (if applicable) and legal documents (if required) to Customer Service’s Transfer & Exchange Unit.

You can contact Customer Service for additional information.

Financial Institutions can contact a Financial Institution Customer Service Representative.