Represent form 2026

1. Click ‘Get Form’ to open the represent form in the editor.
2. Begin by filling out Section A for the deceased client. Enter their First and Last Name, Social Insurance Number, Date of Death, and Last Address. Ensure accuracy as this information is crucial for processing.
3. In Section A, indicate whether the deceased was receiving Old Age Security (OAS) or Canada Pension Plan (CPP) benefits by checking the appropriate box.
4. Proceed to Section B to provide your details as the person representing the deceased. Fill in your First and Last Name, Mailing Address, and both home and work Telephone Numbers.
5. Describe your relationship to the deceased in the designated field. This helps establish your authority to act on their behalf.
6. Review the Statement and Request section carefully before signing. Confirm that you understand your responsibilities regarding tax information slips.
7. Finally, date and sign the form. Once completed, save your changes and follow instructions for submission.

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