Forms

• April 29, 2022

  Transfer Form and Guidelines (TRF-533)

  Use this form to add co-owners to bond series, add a survivor to jointly-held bonds, transfer bonds held in trust or change ownership due to separation or divorce.

  Content Type(s): Forms Product(s): Canada Premium Bond, Canada Savings Bond, The Canada RIF, The Canada RSP Audience(s): Bondholders, Employees
• April 29, 2022

  Legal Name Change Form (LNC)

  This form is for bond owners who have legally changed their names.

  Content Type(s): Forms Product(s): Canada Premium Bond, Canada Savings Bond, The Canada RIF, The Canada RSP Audience(s): Bondholders, Employees
• April 29, 2022

  Change of Address and Direct Deposit Form and Guidelines (COADD)

  Use this form to change your address or enroll in Direct Deposit.

  Content Type(s): Forms Product(s): Canada Premium Bond, Canada Savings Bond, The Canada RIF, The Canada RSP Audience(s): Bondholders, Employees, Financial Institutions
• April 29, 2022

  Estate Transfer Form and Guidelines (ETRF-2351)

  Use this form to transfer products to the estate of a deceased owner (all provinces other than Quebec).

  Content Type(s): Forms Product(s): Canada Premium Bond, Canada Savings Bond, The Canada RIF, The Canada RSP Audience(s): Bondholders, Employees
• April 29, 2022

  Quebec Estate Transfer Form and Guidelines (QETRF-534)

  Use this form to transfer products to the estate of a deceased owner (Quebec only).

  Content Type(s): Forms Product(s): Canada Premium Bond, Canada Savings Bond, The Canada RIF, The Canada RSP Audience(s): Bondholders, Employees