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Ci estate claim form 2026
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- Click ‘Get Form’ to open the ci estate claim form in the editor.
- 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.
- In Section A, select the appropriate option regarding your status as a beneficiary for each policy/account being claimed.
- 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.
- 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.
- Complete Section D by selecting your investments and specifying gross amounts or percentages as required.
- 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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| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2008 | 4 Satisfied (29 Votes) |
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estate claim form
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