Notifications & Forms

To begin the process of dealing with the estate assets after the event of death, there are a number of agencies and organizations that an executor must notify, and multiple forms to complete.

Notification List

Know who you need to communicate directly with from beneficiaries to banks and institutions to employers.

CPP Notification of Death

Use this form to notify Service Canada of the death of a Canada Pension Plan (CPP) beneficiary to stop the payment of CPP benefits in order to avoid overpayment.

CPP Death Benefit Application

Canada Pension Plan (CPP) Death Benefit must be applied by the executor within 60 days of the testator's death to receive payment made to the estate of the deceased contributor.

Executor Insurance Application

Even if mistakes are without fault, protect yourself from personal liability and legal fees that may arise as a result of negligent administration of an estate.

Estate Information Return

An executor is required to file the Estate Information Return within 90 days of the date of the Certificate of Appointment of Estate Trustee, with or without a will.

Estate Information Return Guide

This guide will help estate representatives complete the Estate Information Return, providing information to the Ministry of Finance under the Estate Administration Tax Act, 1998, as well as filing requirements and the consequences for not filing the required Information Return.
June 20th, 2024