The Canada RSP

• December 13, 2019

  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
• December 13, 2019

  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
• December 13, 2019

  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
• December 13, 2019

  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

  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

  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 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
• May 15, 2019

  Making a request on behalf of a bond owner

  How to make a request on behalf of a bond owner.

  Content Type(s): Services Product(s): Canada Premium Bond, Canada Savings Bond, The Canada RIF, The Canada RSP Audience(s): Bondholders, Employees
• April 30, 2019

  Providing legal documents for account changes

  How to make significant account changes.

  Content Type(s): Services Product(s): Canada Premium Bond, Canada Savings Bond, The Canada RIF, The Canada RSP Audience(s): Bondholders, Employees
• April 15, 2019

  Managing 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