OPTrust’s Process for Estate Payments

• 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)

• 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)

• letter confirming payment

• cheque, under separate cover, to the executor

• T4A for the estate, under separate cover, to the executor