Ci estate claim form 2026

1. Click ‘Get Form’ to open the ci estate claim form in the editor.
2. Begin by filling out Section A, which requires your personal information. Enter your name, full address, phone numbers, social insurance number, date of birth, and your relationship to the deceased.
3. In Section A, select the appropriate option regarding your status as a beneficiary for each policy/account being claimed.
4. Proceed to Section B to provide details about the deceased. Fill in their name, social insurance number, date of birth, place of death, and date of death.
5. In Section C, indicate your preferred method of payment. Choose between cheque or fund transfer and provide necessary details such as account numbers and addresses.
6. Complete Section D by selecting your investments and specifying gross amounts or percentages as required.
7. Finally, sign in Section E where you authorize CI Investments Inc. Ensure that your signature is guaranteed by a registered dealer/broker or bank.

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