Estate liquidation -Letter requesting information and return of old age pension payments Canada

Description

• As liquidator, before you can proceed with theinventory of the deceased's estate, you'll need to obtain all relevant information about the deceased, including any Old Age Security pension benefits that may have been overpaid by Service Canada.
• This letter of inquiry, optimized for estate settlement purposes, can also be used in cases where the deceased was receiving his pension by cheque and the cheque could not be cashed prior to the beneficiary's death.
• The information request letter available on this site is suitable for the majority of estate settlement situations, ensuring appropriate management of the financial aspects associated with the deceased.
• In accordance with the provisions of any applicable legislation, including what is commonly referred to as Bill 25, it is highly likely that Service Canada will require certain documents before sending you the data and information it holds concerning the deceased:
• A death certificate issued by the Directeur de l'état civil.
• A will search issued by the Chambre des notaires du Québec and the Barreau du Québec .
• A declaration of legal heirs or designation of liquidator to establish the list of heirs, if the person died without leaving a will or leaving an incomplete will. If necessary, you can use our other online notarized declaration of legal heirs service.
• Copy of the will, if the person died leaving a will.

• Discover a wealth of information about settling or liquidating an estate by visiting our legal FAQ.

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