Dealing with a death can be complicated. To help you, the Death Claim – Individual Savings and Retirement (F37-14A) has been improved: several sections and a detailed guide have been added.
Finally, you can find all the information in one place!
Additions
- Definitions and additional information.
- A section dedicated to each type of beneficiary.
- Tables detailing the documents required for each situation.
- An RESP section that saves you from filling out an additional form.
For specific situations, please refer to the Policies and Procedures Guide which has also been updated.
Questions?
- 1 844 442-4636
- savings@ia.ca
