The appointed liquidator can download the required documentation by clicking on the links below. The documents can also be obtained by regular mail by contacting a Saving Services agent or a FlexiFonds mutual fund advisor. For any questions concerning income tax upon a death, we invite the liquidator to contact a tax expert.
For Fonds savers
Guide for a share redemption request in the event of a death
FlexiFonds unit holders
Succession – Guide to processing your request
- For savers who also hold FlexiFonds units, please download and complete the two guides above. -
For any questions
Fonds savers – 1-800-567-3663
FlexiFonds unit holders – 1-833-383-2121
The person to whom the Fonds shares or FlexiFonds mutual fund units were assigned by succession must submit a written request for redemption using the form found in the abovementioned guides.
Death record or certificate issued by the Directeur de l'état civil;
request for a testamentary search in the registers of the Chambre des notaires and the Barreau du Québec;
marriage contract; separation order; divorce order or certificate if applicable (in this case, provide the original document(s) or authentic copy(ies) certified by a notary);
notarial will, including all related changes (codicils) (in this case, provide the original document or an authentic copy certified by a notary);
a non-notarial will (in this case, provide the original grant of probate or an authentic copy of the will probated by a notary as well as the number of the notarial minutes).
All requests must be returned by mail to the following address:
Fonds de solidarité - DSA
545 Crémazie Blvd., Suite 200
Montréal, Québec H2M 2W4