Death certificate, and
Contact information for executor
Death certificate, and
Contact information for executor
An Application for Estate Entitlement form and a letter requesting
if the member or retiree died with a Will
copy of the Will
Certificate of Appointment of Estate with a Will (not needed if there are no outstanding creditors and the payment amount is less than $50,000)
if the member or retiree died without a Will
Certificate of Appointment of Estate Trustee without a Will (not needed if there are no outstanding creditors and payment amount is less than $50,000)
An Application for Estate Entitlement form and a letter requesting
if the member or retiree died with a Will
copy of the Will
Certificate of Appointment of Estate with a Will (not needed if there are no outstanding creditors and the payment amount is less than $50,000)
if the member or retiree died without a Will
Certificate of Appointment of Estate Trustee without a Will (not needed if there are no outstanding creditors and payment amount is less than $50,000)
completed Application for Estate Entitlement form
if applicable, a Certificate of Appointment of Estate Trustee with /without a Will
completed Application for Estate Entitlement form
if applicable, a Certificate of Appointment of Estate Trustee with /without a Will
request for signed and notarized Executor Declaration (required for amounts from $5,000 to $50,000)
request for signed and notarized Beneficiary Declaration (required for amounts from $5,000 to $50,000)
request for signed and notarized Executor Declaration (required for amounts from $5,000 to $50,000)
request for signed and notarized Beneficiary Declaration (required for amounts from $5,000 to $50,000)
letter confirming payment
cheque, under separate cover, to the executor
T4A for the estate, under separate cover, to the executor
letter confirming payment
cheque, under separate cover, to the executor
T4A for the estate, under separate cover, to the executor