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BEQUEST STATEMENT OF INTENT This statement is an expression of my intent to provide for the future of the CPA Manitoba Foundation (the Foundation) through a Bequest in my will. Upon my passing, the

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How to fill out bequest statement of intent

01

Step 1: Begin by stating your full name and contact information at the top of the bequest statement of intent form.

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Step 2: Clearly indicate that you are making a bequest and specify the type of property or asset you wish to bequeath.

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Step 3: State the name of the beneficiary or organization to whom you are leaving the bequest.

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Step 4: Provide specific details about the bequest, such as the percentage of the asset or a specific dollar amount.

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Step 5: Include any additional instructions or conditions, such as how the bequest should be used or any restrictions.

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Step 6: Sign and date the bequest statement of intent in the presence of witnesses or a notary public.

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Step 7: Keep a copy of the completed bequest statement of intent for your records and provide a copy to your executor or attorney.

Who needs bequest statement of intent?

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Anyone who wishes to leave a specific property or asset to a beneficiary or organization upon their death can benefit from a bequest statement of intent.

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It is commonly used by individuals who want to ensure that their assets are distributed according to their wishes after they pass away.

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This includes individuals who want to leave a specific monetary amount, real estate, valuable possessions, or even stocks and investments as a bequest.

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What is bequest statement of intent?

A bequest statement of intent is a formal document indicating an individual's intention to leave specific assets or a portion of their estate to a particular organization or beneficiary upon their death.

Who is required to file bequest statement of intent?

Individuals who intend to make a charitable bequest or leave assets to an organization as part of their estate plan are typically required to file a bequest statement of intent.

How to fill out bequest statement of intent?

To fill out a bequest statement of intent, individuals should provide their personal information, detail the specific assets or amounts they wish to bequeath, identify the beneficiaries, and sign the document to confirm their intentions.

What is the purpose of bequest statement of intent?

The purpose of a bequest statement of intent is to clearly communicate an individual's wishes regarding the distribution of their estate after death, ensuring that beneficiaries and organizations understand their intended legacy.

What information must be reported on bequest statement of intent?

Information that must be reported includes the individual's name, contact details, a description of the assets being bequeathed, the names of beneficiaries, and any conditions or specific instructions related to the bequest.

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