Forms & Materials
This section provides a complete list of downloads available on our website.
Canada Savings Bonds
General
- Canada Savings Bonds Rate Table (S92)
- Canada Premium Bonds Rate Table (S92)
Forms
- Certificated Canada Premium Bonds Application Form (CPB-12)
- Change of Address and Direct Deposit Form and Guidelines (COADD)
- RRSP/RRIF - Change of Address and Direct Deposit Form and Guidelines (COADDRP)
- Legal Name Change Form (LNC)
- Transfer Form and Guidelines - 533 - (TRF-06-12)
- Estate Transfer Form and Guidelines - 2351 - (ETRF-07-10)
- Quebec Estate Transfer Form and Guidelines - 534 - (QETRF)
- CRA Record of Direct Transfer Form (T2033)
- RRSP/RRIF - Designation of Beneficiary Form
- Indemnity of the Canada RIF Beneficiary Form and Guidelines (2373RIF-08-11)
- Indemnity of the Canada RSP Beneficiary Form and Guidelines (2373RSP-07-10)
Payroll Savings Program
General
- CSB Terms & Conditions
- Payroll Savings Program RSP Terms & Conditions
- Campaign Poster
- Communication Letters
- Intranet Banner
Forms
- Change of Address and Direct Deposit Form and Guidelines (COADD)
- RRSP/RRIF - Change of Address and Direct Deposit Form and Guidelines (COADDRP)
- Web Transmission Subscriber Change Form
- Payroll Deduction Change Form
- Legal Name Change Form (LNC)
- Transfer Form and Guidelines - 533 - (TRF-06-12)
- Estate Transfer Form and Guidelines - 2351 - (ETRF-07-10)
- Quebec Estate Transfer Form and Guidelines - 534 - (QETRF)
- Indemnity of the Canada RIF Beneficiary Form and Guidelines (2373RIF-08-11)
- Indemnity of the Canada RSP Beneficiary Form and Guidelines (2373RSP-07-10)
Guides
- Employee How-To Guide
- Campaign Director Guide
- Technical Specifications Guide
- Web Transmission Guide
- FTPS Server User Guide
Financial Institutions and Investment Dealers
Terms & Conditions – Declaration of Trust
- CPB Terms and Conditions
- Terms and Conditions - Canada Premium Bonds - Dealers
- RSP Terms and Conditions
- RIF Terms and Conditions
- RSP Declaration of Trust
- RIF Declaration of Trust
Selling and Processing Procedures (S42)
- Certificated Canada Premium Bonds Application Form (CPB-12)
- Letter of Indemnity Form (115-09-09)
- CPB Remittance Form S7
- CPB Negative Remittance Form S7
- Change of Address and Direct Deposit Form and Guidelines (COADD)
- Canada Retail Debt Products Transfers & Exchange Request Form (351H)
- Transfer Form and Guidelines - 533 - (TRF-06-12)
- Summary of Redeemed Canada Savings Bonds for Series 1 to 31 Only (727)
- Form for direct clearers to obtain reimbursement for redeemed government items (799)
- RDMS Purchase File Specifications - Logical Record Standards
- RDMS Purchase File Specifications - Data Element Dictionary
- FTPS Server User Guide
CDS Procedures — Process Maps
- New Issue Process Map
- Withdrawal Process Map
- Redemption Process Map
- Reversal of Redemption Process Map
- Hardship Process Map
- Movement Process Map
- Regular-Compound Process Map
- Compound-Regular Process Map
- Product Transfers Process Map
- Annual Interest Process Map
- Maturity Process Map
- Certificate Deposit Process Map
- Deposit to CDSX for Transfers from Canada RSP/RIF to Dealer Self-Directed Account
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Printing Requirements
Some forms may require Adobe Reader 7.0.5 or later (8 or later on Windows Vista)
