The liquidator must contact Shareholder Services. The agent will provide the necessary information and documentation so that a request can be submitted.
The person to whom the shares were assigned by succession must submit a written request for redemption.
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)
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
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.
All shares held (cheque issued to the succession or transfer to another plan).