Follow the steps to fill out the form correctly.

1. Click ‘Get Form’ button to access the form and open it in your preferred editor.
2. Enter the name of the deceased in the designated field. Ensure that the spelling is correct to avoid any processing delays.
3. Input the deceased’s social insurance number accurately in the specified area. This number is crucial for updating records with the Canada Revenue Agency.
4. Provide the deceased’s date of birth and date of death by selecting the correct year, month, and day from the dropdown menus.
5. Fill in the deceased’s last known address, ensuring accuracy to assist with any correspondence.
6. Complete the relevant sections for the surviving spouse or common-law partner. This includes their name and social insurance number.
7. The surviving spouse or common-law partner should sign and date the form, indicating their acknowledgment and consent.
8. Provide your name, telephone number, address, and your relationship to the deceased in the respective fields.
9. Review all entries for accuracy, ensuring there are no missing fields or errors. Corrections at this stage can prevent delays in processing.
10. Once completed, save your changes and proceed to download, print, or share the form as needed. Finalize the process by mailing the form to the deceased’s tax centre.

Complete your documents online today to ensure timely and efficient management of your loved one's affairs.