Forms
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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. -
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
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). -
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. -
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. -
December 13, 2019
Financial Institution Form for Lost Bonds (2387)
Indemnity form used by financial institutions to report lost bond certificates. -
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.