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Credit insurance help & support

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Policy information
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Direction to pay

Consent to the revocation of the direction to pay (PDF)
Obtain the consent of the financial institution to cancel a direction to pay that is no longer required.

Direction to pay – Multiple Export Policy (PDF)  Domestic Policy (PDF)
Use this when more than one financial institution is requiring to be a beneficiary of a direction to pay under your policy.

Direction to pay – Specific receivables Export Policy (PDF)  Domestic Policy (PDF)
Use this when your financial institution requires a direction to pay only for specific receivables instead of all the receivables covered by your policy.

Direction to pay – Specific buyers Export Policy (PDF)  Domestic Policy (PDF)
Use this when your financial institution is required to be the beneficiary of a direction to pay under your policy for only some of your customers.

Direction to pay – Mouvement des Caisses Desjardins Export Policy (PDF)  Domestic Policy (PDF)
Use this when you wish to assign all proceeds payable under your policy to a member of the “Mouvement des Caisses Desjardins”​.

Tripartite agreement

Termination of Tripartite Agreement Export Policy (PDF) Domestic Policy (PDF)
Obtain the consent from the Insured and the financial institution that the agreement has been terminated.

Tripartite agreement for sold accounts – General Export Policy (PDF)  Domestic Policy (PDF)
Use this when you are selling all or some of your receivables to a designated financial institution.

Tripartite agreement for sold accounts – Specific receivables Export Policy (PDF)  Domestic Policy (PDF)
Use this when you are selling your receivables to a designated financial institution and the financial institution wishes to receive confirmation from the insurer that your policy is in good standing prior to purchasing.

Tripartite agreement for sold accounts – Specific buyers Export Policy (PDF)  Domestic Policy (PDF)
Use this when you are selling  receivables pertaining to only some of your customers to a designated financial institution.

Discretionary credit limit

Bank report (PDF) 
Request a report from your customer’s financial institution to help EDC make a decision on your credit approval request or to help you determine a credit limit, for that customer. Send this form to your customer to send to their financial institution to complete.

Trade reference (PDF) 
Request additional information from your customer to help you determine a credit limit for that customer or to help EDC make a decision on a credit approval request. Send this form to your customer to one of its suppliers to complete.

Date modified: 2024-07-19

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