Get Declaration Of Heredity - Desjardins Courtage En Ligne

The DECLARATION OF HEREDITY form is an essential document for managing the estate of a deceased individual. This guide provides detailed instructions to assist users in filling out this form accurately and efficiently online.

Follow the steps to complete the form effectively.

1. Click the ‘Get Form’ button to obtain the form and open it in your document editor for online completion.
2. Begin by filling in the full name of the deceased in the initial section. This information identifies the individual whose estate you are declaring.
3. Provide your full address and name in the designated fields, indicating your capacity as a representative, administrator, executor, or heir of the deceased.
4. Next, state the place of death, including the city, province, and country, along with the date of death, ensuring the format is consistent.
5. Specify whether the deceased died testate (with a will) or intestate (without a will). This is crucial for understanding the estate management process.
6. Indicate the residence of the deceased at the time of death by providing their full address.
7. Clarify the marital status of the deceased with the appropriate options regarding marriage or divorce.
8. State the number of children the deceased had, including distinctions for those who survived or predeceased the individual.
9. List securities registered in the deceased's name, providing details such as quantity, description, and certificate number where applicable.
10. Ensure to confirm that the deceased is the same person listed on the securities, thereby establishing ownership.
11. Indicate the physical location of the securities at the time of death, providing the specific city and province.
12. Request for the securities to be rolled over into a surviving spouse’s account or registered in an estate account, depending on the specific circumstances.
13. Complete the declaration by signing as a declarant, affirming the accuracy of the information provided.
14. Lastly, a commissioner for oaths or notary public must complete the final section by signing and affixing their seal.
15. Once all fields are completed, save your changes, and opt to download, print, or share the finalized document as necessary.

Complete your DECLARATION OF HEREDITY form online to ensure a streamlined process for managing the estate.