Transfer or Redeem from a Deceased Owner — All Provinces Except Quebec
Please refer to Estate Transfer Form and Guidelines (ETRF) for detailed information on transferring or redeeming a Government of Canada Retail Debt instrument from a deceased owner for all provinces other than Québec.
To transfer or redeem from a deceased owner who was a resident of Québec, please refer to the QETRF Form and Guidelines.
For Estate value limits and documentation requirements refer to the Bank of Canada Business Rules.
HOW TO SUBMIT YOUR REQUEST
- Complete the Estate Transfer Form (ETRF).
- Once completed, mail the form, along with the unsigned physical certificate bond(s) (if applicable) and legal documents (if required) to Customer Service’s Transfer & Exchange Unit.
- You can contact Customer Service for additional information. Financial Institutions can contact a Financial Institution Customer Service representative.
Printing Requirements
Forms require Adobe Reader 7.0.5 or later (8 or later on Windows Vista)
Service Options
- Adding a Co-owner and/or Right to Survivorship
- Bond Exchanges
- Change of Address
- Change of Ownership
- Enroll in Direct Deposit
- Legal Name Change
- Lost, Stolen, or Destroyed Bonds
- Making a Request on Behalf of a Bond Owner
- Multiple Interest Payments and Mailings
- Transfer or Redeem from a Deceased Owner — All Provinces Except Quebec
- Transfer or Redeem from a Deceased Owner — Province of Quebec Only
