Account Estate Sample With Replacement
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FAQ
Contact the CRA at 1-800-387-1193 and provide the date of death as soon as possible.
In Canada, the Canada Revenue Agency expects an executor to keep copies of returns for six years following the death of a taxpayer.
CRA can recover the money owed by the deceased, up to the amount that the beneficiary received from the deceased.
For more information, go to Order alternate formats for persons with disabilities or call 1-800-959-8281. If you are outside Canada and the United States, call 613-940-8495. The CRA only accepts collect calls made through telephone operators.
Instructions to fill out form 535 Print and fill out the form. Sign and date the form. Enter your name and address under the signature. Have a non-family member witness, sign and date the form. Witness must enter their name and address under the signature.