CHECKLIST FOR ESTATE MATTERS

PLEASE NOTE:   THIS IS ONLY A GUIDELINE - FOR A FULL LISTING, WE RECOMMEND YOU CONTACT AN ATTORNEY.

1)  If you have requested Wojcik’s to order a Death Certificate from the Province of Manitoba, it will be mailed from Vital Statistics directly to your home. (Usually around 6 weeks).  If you have questions contact Vital Statistics directly at the below number.

FAMILY SERVICES - VITAL STATISTICS254
PORTAGE AVENUE, WINNIPEG, MANITOBA   R3C 9Z9
945 - 3701

2)  A possible Lump Sum Death Benefit of up to $2,500.00; monthly Spousal Allowance and Orphan Benefits is available.  Make application at the addresses below. Inform Income Security (Old Age Pension) of the death.  The deceased’s next-of-kin is entitled to all monies until the end of the month in which the death occurred.
Wojcik’s Funeral Director’s Statement of Death, a Marriage Certificate & an Invoice from Wojcik’s Funeral Chapel & Crematorium Inc., proving everything is paid for is required.

CANADA PENSION PLAN & INCOME SECURITY
P. O. BOX 818, STN MAIN, WINNIPEG, MANITOBA  R3C 2N4
1 – 800 – 277 – 9914

391 York Avenue, 1001 St. Mary’s Road, 1122 Henderson Highway &  3338 Portage Avenue

***PLEASE PHONE PRIOR TO ENSURE YOU BRING ALL THE REQUIRED DOCUMENTS***

3)  Inform Driver & Vehicle Licensing of the death.  The deceased’s next-of-kin or executor is entitled to a refund of a driver’s license.  (A Funeral Director’s Statement of Death, an obituary or a death certificate is required along with a signed letter from the family requesting a refund).  The cheque will be issued and mailed to the estate of deceased.

ANY AUTOPAC AGENCY

4)  Inform all Insurance Companies of the death, and make application for proceeds.

5)  Inform current and/or past employers where pension and/or insurance may be in place, and request information necessary for proceeds where applicable.

6)  Close all accounts that are solely in the name of the deceased within 90 days.

7)  Change all information on accounts that are joint. 

8)  File a date of death Income Tax Return from January 1st until the date of death.

CANADA CUSTOMS & REVENUE AGENCY
325 BROADWAY AVENUE
WINNIPEG, MANITOBA    R3C 4T4
1 - 800 - 959 - 8281
www.ccra.gc.ca

9)  Inform all companies where the deceased held assets, such as GIC’s, T-Bills, RRSP’s, Bonds, etc., and get professional investment advice. 

10)  Inform Manitoba Public Insurance (AUTOPAC) within 15 days of date of death 985 - 7000.
Information on this matter is in the “Policy Guide”, page 29.  Ownership registration can be     made at any Autopac outlet.

11)  Information concerning Lands, contact:

LAND TITLES OFFICE
276 PORTAGE AVENUE
WINNIPEG, MANITOBA     R3C 0B6
945 – 2042

(A Provincial Death Certificate is required.  They will photocopy, and then return to you)

12)  For information concerning Probate, contact your Attorney and/or:

PROBATION OF WILLS; LAW COURTS BUILDING
408 YORK AVENUE
WINNIPEG, MANITOBA     R3C 0P9
945 - 3184

13)  GOODS AND SERVICES TAX (GST) CREDIT:

If deceased was receiving a GST Cheque every 3 months, forward a Funeral Director Statement of Death to the Winnipeg Tax Centre, 66 Stapon Road, Winnipeg, Manitoba R3C 3M2.  For more information, please call 1 – 800 – 959 – 1953.

14)  IF YOUR FAMILY IS IN NEED OF SOCIAL SERVICES:

EMPLOYMENT & INCOME ASSISTANCE
2ND FLOOR – 111 RORIE STREET
WINNIPEG, MANITOBA    R3B 3N1
948 - 4001

Funeral Director’s Statements of Death are provided from our Funeral Chapel.  Though they are accepted as proof of death by many establishments, they are not an official proof.  The death certificates issued by the Province of Manitoba open application, is the only official proof of death.  Death certificates are always necessary for transfer of title of lands, and Wills that are to be probated.  They are sometimes required for life insurance proceeds, and transfer of assets, such as RRSP’s, Bonds, and savings accounts, to name a few.  Some establishments will only require seeing an original death certificate and placing a photocopy on file.  Others will require the original to be placed on file.