Resources
Quick access to forms, rates, redemption values, reference material and services.
11
result(s)
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
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
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
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
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.
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
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
September 18, 2012
Summary of Redeemed CSBs for Series 1 to 31 Only (727)
Use this form to submit a summary of redeemed Canada Savings Bonds for Series 1 to 31.
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