The Canada RSP

• 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

  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.

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

  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.

  Content Type(s): Services Product(s): Canada Premium Bond, Canada Savings Bond, The Canada RIF, The Canada RSP Audience(s): Bondholders, Employees, Financial Institutions
• 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
• December 1, 2021

  About your Canada RSP or Canada RIF

  Learn about managing your plan, transferring funds, withdrawing funds, and getting your statements.

  Content Type(s): Services Product(s): The Canada RIF, The Canada RSP Audience(s): Employees
• 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