Payments the CRA sends you - Direct deposit for trusts

If you are the trustee, custodian, executor, or other type of legal representative for a trust, you can sign up for direct deposit or change your account information. You must have a bank account at a Canadian bank or credit union. The name on the bank account must match the name of the trust.

Direct deposit is not available for trusts that are non-resident or deemed resident in Canada.

You will need to find your banking information at the bottom of your personal cheques or in your online banking portal. If you can't find the information, contact your bank or credit union.

Ways to update your direct deposit information

Online

Do not close your old bank account until your first payment has been deposited to your new bank account

Sign up for direct deposit or manage your information using Represent a Client.

Represent a Client

  1. Sign in
  2. Enter the Trust Number of the account you want to access and select Access T3
  3. Update your information
    • Add, edit, or stop direct deposit: Option 1

      Select Profile and scroll to Direct deposit

    • Change a payment schedule: Option 2

      Select Manage pre-authorized debit and choose a payment schedule to view, edit, or cancel

If you can't sign in to Represent a Client

If your phone number has changed and you can't receive your multi-factor authentication (MFA) passcode to sign in, you will have to update your information by mail.

For more help with Represent a Client, go to: Help with using Represent a Client

By mail

Do not close your old bank account until your first payment has been deposited to your new bank account

Complete Form T3-DD, Direct Deposit Request for T3 and mail it to the address on the form.

Processing time: 5 business days after we receive your document

Your banking information and your privacy

Banking information privacy notice for trusts

Personal information (including the SIN) is collected for the purposes of the administration or enforcement of the Income Tax Act and related programs and activities including administering tax, benefits, audit, compliance, and collection. The information collected may be used or disclosed for purposes of other federal acts that provide for the imposition and collection of a tax or duty. It may also be disclosed to other federal, provincial, territorial, or foreign government institutions to the extent authorized by law. Failure to provide this information may result in interest payable, penalties, or other actions. Under the Privacy Act, individuals have a right of protection, access to and correction of their personal information, or to file a complaint with the Privacy Commissioner of Canada regarding the handling of their personal information. Refer to Personal Information Bank CRA PPU 015 on Information about Programs and Information Holdings.

Change your direct deposit information with other government departments

You need to contact each government organization that sends payments to you to give them your updated information.

The CRA will not share your direct deposit information with other government departments.

Change your direct deposit information with a different department or agency

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