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ESTATE DECLARATION (MADE ON THE DEATH OF A PENSION PLAN MEMBER) Check applicable pension plan: New Brunswick Public Service Pension Plan Shared Risk Plan for Certain Bargaining Employees of NB Hospitals

How to fill out estate declaration

How to fill out estate declaration

1. Gather all relevant information and documents related to your estate, including property documents, bank statements, investment records, and any other financial documents.
2. Start by filling out the personal information section of the estate declaration form, providing details about yourself, such as your name, address, and contact information.
3. Proceed to the asset section of the form and list all the properties and assets you own, along with their values. Include real estate, vehicles, bank accounts, investments, and any other valuable possessions.
4. Provide information about any outstanding debts or liabilities in the liabilities section of the form.
5. If applicable, declare any inheritance or bequests received or due in the inheritance section.
6. Fill out the beneficiary section to designate who will receive your assets after your passing.
7. Review the completed estate declaration form for accuracy and completeness.
8. Sign and date the form, along with any required witness signatures, as per the legal requirements.
9. Submit the filled-out estate declaration form to the appropriate authority or legal representative for processing.

Who needs estate declaration?

1. Anyone who owns assets and wants to ensure their proper distribution after their passing.
2. Individuals who want to prevent potential disputes or confusion over their assets.
3. People with significant properties, investments, or possessions.
4. Individuals who want to provide clear instructions on inheritance and bequests.
5. Those who want to comply with legal requirements concerning estate planning.

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What is estate declaration?

Estate declaration is a legal document that lists all the assets and liabilities of a deceased person at the time of their death.

Who is required to file estate declaration?

The executor or administrator of the deceased person's estate is required to file the estate declaration.

How to fill out estate declaration?

To fill out an estate declaration, one must list all the assets and liabilities of the deceased person, including real estate, bank accounts, investments, and debts.

What is the purpose of estate declaration?

The purpose of estate declaration is to provide an accurate and complete account of the deceased person's assets and liabilities for estate distribution and tax purposes.

What information must be reported on estate declaration?

Information that must be reported on estate declaration includes the deceased person's personal information, list of assets, list of liabilities, and details of any beneficiaries.