Estate liquidation: Request to Québec Pension for information and return of overpayments
Optimize estate financial management with our personalized letter to Retraite Québec, for liquidators and heirs, on annuity benefits and surplus...more
Before you can proceed with the inventory of the deceased's estate, you'll need to obtain all relevant information about any Quebec Pension Plan benefits that may have been overpaid by Retraite Québec.
This letter can also be used if the deceased was receiving his pension by cheque, but the cheque was not cashed before the beneficiary's death.
The information request letter available on this site is suitable for most inheritance-related cases.
In accordance with the provisions of any applicable legislation, including what is commonly referred to as Bill 25, it is highly likely that Retraite Québec will require certain documents before sending you the data and information it holds concerning the deceased:
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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Estate liquidation: Request to Québec Pension for information and return of overpayments