CHECKLIST FOR ESTATE MATTERS

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

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 STATISTICS

254 PORTAGE AVENUE,
WINNIPEG, MANITOBA
R3C 9Z9
945 - 3701

There is a possible Lump Sum Death Benefit of up to $2,500.00; a monthly Spousal Allowance and Orphan Benefits available. Make application for the benefits at the addresses below. (A Funeral Director’s Statement of Death is required.) 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.

CANADA PENSION PLAN & INCOME SECURITY
P.O. BOX 818, STN MAIN
WINNIPEG, MANITOBA
R3C 2N4

Note: Street Addresses:
391 York Avenue
1122 Henderson Highway
1031 Autumnwood Drive
3338 Portage Avenue
1-800-277-9914 (English)
1-800-277-9915 (French)

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.) If available, Driver & Vehicle Licensing will ask for the green copy of the license, but the family may keep the photo portion. The cheque will be issued and mailed to the estate of deceased.

DRIVER & VEHICLE LICENSING
1075 PORTAGE AVENUE
WINNIPEG, MANITOBA
R3G 0S1
1-204-985-0955

Branch Offices:
1075 Portage Avenue
2020 Corydon Avenue
2188 McPhillips Street
1006 Nairn Street

Inform all Insurance Companies of the death, and make application for proceeds.
Inform current and/or past employers where pension and/or insurance may be in place, and request information necessary for proceeds where applicable. Close all accounts that are solely in the name of the deceased within 90 days. Change all information on accounts that are joint.

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

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

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.

Information concerning Lands, contact: (A Death Certificate is required.)

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

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

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.

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 to see an original death certificate and place a photocopy on file. Others will require the original to be placed on file.