Name*

First Last

Contact Email*

Contact Phone Number*

Social Insurance Number*

Name of Deceased*

First Last

Deceased's SIN*

Executor's Name*

First Last

Date of Death*

Have any amounts been disbursed from the estate?*

Yes
No

Included Items

File

If including digital copies of required items, please attach them here.

Drop files here or

Accepted file types: pdf, doc, docx, Max. file size: 32 MB, Max. files: 20.

Trust Returns are done if the Estate received a CPP Death Benefit and if there is any income earned in the Estate after death.

Date Final Return is Due
If Deceased January – October 31, due April 30th of the following year
If Deceased November – December 31, due 6 months after death
Date Trust Returns are Due
March 30th if a Calendar Year End is used for the trust (Calendar used on On-going Trusts)
3 Months after Trust Year End Date if any other Year End is used

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Final Return & Trust