What happens to my RRSP+ upon my death?

In case of death, the liquidator of your estate must submit a redemption request to the Fonds so that the value of your portfolio is transferred to your estate.

The liquidator must contact Shareholder Services. The agent will provide the necessary information and documentation so that a request can be submitted.

Requirements:

The person to whom the shares were assigned by succession must submit a written request for redemption.

Documents required:

Written request

AND

proof of the shareholder’s death (attestation of death by a physician, death certificate issued by a thanatologist or a copy of the death certificate issued by the government)

AND

the original or true copy (certified photocopy) of the will* and marriage contract if it contains a testamentary provision, or, in the absence of the above-mentioned documents, a sworn declaration of transmission by death

AND

document showing testamentary search with the Registre des dispositions testamentaires et des mandats du Québec.

*Probate of the will is required if it is a holograph will or a will made before witnesses.

Eligible shares:

All shares held (cheque issued to the succession or transfer to another plan).

Notes

*Probate of the will is required if it is a holograph will or a will made before witnesses.

Do you have a more questions?

Our agents will be pleased to answer any questions you may have at:

1 800 567-3663
Legal Notes

Please read the prospectus before buying Fonds de solidarité FTQ shares. Copies of the prospectus may be obtained on the fondsftq.com website, from a local representative or at the offices of the Fonds de solidarité FTQ. The shares of the Fonds de solidarité FTQ are not guaranteed, their value changes and past performance may not be repeated.
Prospectus En ( 883 Kb )