Get Canada Notary Form : Canada Notary Form : Indemnity Of The ...

Completing the Canada Notary Form for the indemnity of a Canada RSP beneficiary is essential for ensuring the accurate processing of a beneficiary claim. This guide provides a clear, step-by-step approach to filling out the form online, making it accessible to users of all experience levels.

Follow the steps to successfully complete the Canada Notary Form.

1. To access the form, click ‘Get Form’ to acquire the document and open it in your preferred editor.
2. In Section A, provide the full name of the deceased plan owner along with the date of indemnity (death) and the Canada RSP plan number. This plan number can be found on quarterly statements. If extra space is needed, attach a revised document with your initials.
3. In Section B, fill in the details of the indemnifier, including their name, relationship to the deceased, and complete contact information.
4. In Section C, enter the details of the beneficiary, including their name, phone number, and Social Insurance Number, marking residency for tax purposes as applicable.
5. Proceed to Section D if the spouse is named as the beneficiary, and select one option out of the three provided regarding the transfer or redemption of funds, ensuring all relevant information is filled.
6. If the spouse is not named as the beneficiary, complete Section E by confirming the intention to redeem the plan and having a cheque issued in the beneficiary's name.
7. In Section F, read the declaration carefully before signing and dating the document. Ensure that the form is signed by a notary public or an authorized individual if necessary, particularly for high-value claims.
8. Once the form is fully completed, mail it to the stated addresses for processing. Original documents must be sent as faxes are not accepted.

Complete your Canada Notary Form online today to facilitate the management of your benefits.