If you wish to close or transfer an active account on behalf of someone else (i.e. deceased relative, family member or close friend) please contact us at 613 738-6400 and our customer service representatives will be happy to assist and work with you. Due to strict privacy guidelines, we will ask you to provide important documentation such as the following.
- The account number and name of the account holder;
- Your relationship to the deceased; and
- A copy of proof of executor or Power of Attorney documentation.
Please note that if you wish to transfer and take responsibility for the active account yourself, you must be listed as the secondary account holder.