Employees
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April 29, 2022
Updating your direct deposit
Redemptions and annual interest payments were electronically deposited into your bank account if you were set up for direct deposit. Here’s how to update your information if it has changed. -
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. -
April 29, 2022
Legal Name Change Form (LNC)
This form is for bond owners who have legally changed their names. -
April 29, 2022
Changing your address
If you haven’t been receiving regular payments or important information about your bonds and plans, here’s how to update your mailing address based on the type of bonds you own. -
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. -
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). -
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). -
December 1, 2021
About your Canada RSP or Canada RIF
Learn about managing your plan, transferring funds, withdrawing funds, and getting your statements. -
November 1, 2021
Bank of Canada Business Rules
To find out about Estate value transfer limits and documentation requirements. -
November 1, 2021
Indemnity of The Canada RSP Beneficiary Form and Guidelines (2373RSP)
This form is for the use of indemnifiers of The Canada RSP beneficiaries.