If you are administering an estate or making significant account changes to your Canada Savings Bonds, Canada Premium Bonds, Payroll Savings Plan, Canada RSP or Canada RIF you:
- must complete and submit the appropriate form
- may be asked to provide necessary legal documents
Required legal documents
The specific documents required to make significant changes to your account will depend on the circumstances surrounding the change.
Depending on the value of your holdings and the change required, legal documents may need to be originals, notarized or certified copies, or photocopies.
Carefully review the required form for each process or contact Customer Service to determine which requirements apply to your situation.
|Process||Required form||Possible required legal documents (depending on situation)|
|Administering an estate||
|Transferring holdings||Transfer Form (533)||
|Changing the legal name of a registered owner||Legal Name Change Form||
|Changing address or direct deposit information on behalf of a registered owner who is deceased or unable to act for themselves||Change of Address and Direct Deposit Form||
|Transferring a Canada RSP or Canada RIF when a beneficiary is named under the plan||Indemnity of the Canada RSP Beneficiary Form||
Required certification or notarization of legal documents
Whether certification or notarization is required for legal documents depends on the par value of the holdings. Contact Customer Service if you are unsure of the value of your holdings.
|Par value||$1000.00 or less||1000.01 - $3500.00||$3500.00 +|
|Legal documents||Photocopies of documents (unnotarized).||Photocopies of notarized or court certified documents||Original notarized or court certified documents.|
In most cases, documents may be :
- Notarized by a Notary Public
- Certified by a Commissioner for Oaths
- Guaranteed by a Canadian Financial Institution
Some exceptions apply. Consult the appropriate form for detailed information on the specific requirements.