Forms

• January 27, 2023

  CRA Record of Direct Transfer Form (T2033)

  This form is used to record the direct transfer of registered retirement funds between trustees.

  Content Type(s): Forms Product(s): The Canada RIF, The Canada RSP Audience(s): Financial Institutions
• 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
• November 1, 2021

  Indemnity of The Canada RIF Beneficiary Form and Guidelines (2373RIF)

  This form is for the use of indemnifiers of The Canada RIF beneficiaries.

  Content Type(s): Forms Product(s): The Canada RIF
• 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.

  Content Type(s): Forms Product(s): The Canada RSP Audience(s): Employees
• December 13, 2019

  Financial Institution Form for Lost Bonds (2387)

  Indemnity form used by financial institutions to report lost bond certificates.

  Content Type(s): Forms Product(s): Canada Premium Bond, Canada Savings Bond Audience(s): Financial Institutions
• December 13, 2019

  The Canada RSP/RIF - Designation of Beneficiary Form (2379)

  Use this form to designate or change the beneficiary of The Canada RSP or The Canada RIF.

  Content Type(s): Forms Product(s): The Canada RIF, The Canada RSP