Deceased_CheckOffList

SUMMARY of IMPORTANT DOCUMENTS

Notes

(1)

This (excellent) "Summary of Important Documents" was originally designed by Cmdre. W.J. (Bill) Broughton for use by his executors. It has since been completely de-personalized and it has undergone numerous structural and editorial changes. It will definitely require additional change(s) to suit YOUR needs, but, ...it's a "great" start.

(2)

This particular copy is intended for use by the Nova Scotia Naval Officer's Association. So, ... any and all suggestions that would help to make this "Summary" appropriate to the needs of our "Blue-Nose" Members will be most welcome. Please send all suggestions to the WebMaster at harley.kieran@gmail.com

(3)

Bereavement assistance is available from the Administrative Assistant of the Federal Superannuates National Association at (613) 737-2199.

Member’s Full Name

S.I.N. ###-###-###

Spouse’s Full Name

S.I.N. ###-###-###

XX Bank(s):

Personal Joint Chequing Account (PCA)

No. ###########

(Location & Ph. No.)

current PCA cheque book located

(where)

spare cheque books, old cheque books and recent statements are

(where)

Member’s Savings Account

No. ##########

purpose/use of this account

passbook and cheques located

(where)

Any line of credit Accounts:

purpose/use of account

statement and records are where

Spouse’s Savings Account

purpose/use of this account

current cheque book is where.

spare cheque books, old cheque record books, statements .

(where)

Safety Deposit Box (SDB):

Member & Spouse jointly with either having access,

Box No. #### at XXX Bank

keys No. #### located (where.)

agreement filed where

Wills & Powers of Attorney

Member's Details:

Executor is XXX XXXX and seconder is XXX XXXX

lawyer is XXX XXXX of XXXX & XXX,

Address and Phone No(s).

originals held by XXX XXXX and notarized copies where

(where)

brief description of the content (intent) of each will and P of A.

Spouse Details:

Executor is XXX XXXX and seconder is XXX XXXX

lawyer is XXX XXXX of XXXX & XXX,

Address and Phone No(s).

originals held by XXX XXXX and notarized copies where

(where)

brief description of the content (intent) of each will and P of A.

Life Insurance:

Public Service Supplementary Death Benefit (Inquiries: Ph. )

1-(613) 995-8741)

Who is covered

Details of coverage and payment

Files and Records

(where)

SISIP/CAR (Inquiries: Maritime Life Insurance Co.)

1-(800)-565-0701

Policy No. XXX, Member No. XXX

Who is covered

Details of coverage and payment,

Files and Records (where)

CAA member’s insurance

see file (where)

Who is covered

Details of coverage and payment

Other insurance –

see file (where)

Name of Company, Agent, Contacts and Policy No(s).

Who is covered

Details of coverage and payment

Files and Records

(where)

Health Care: (see file folder)

Public Service Health Care Plan, No.

(where)

Who is covered

Details of coverage and payment

Dental Care: (see file folder)

Public Service Health Care Plan, No.

(where)

Who is covered

Details of coverage and payment

Service Pension: (see file folder)

Pension No. ####### (Inquiries: Ph.)

1- (613) 952-9933

pension slips filed where

(where)

pension amount halved to Spouse on death of Member

amount is indexed every January

Canada Pension Plan:

Pension No. ####### (Inquiries: Ph.)

1-(613) 952-9933

see file folder

(where)

Who is covered

Details of coverage and payment

payment amount is indexed every January

there is a monthly survivor amount on death of Member

(65% of total)

if prior death of Spouse, all reverts to Member

Old Age Security

(Inquiries Ph. )

1-800-277-9914

see file folder

(where)

Who is covered

Details of coverage and payment

amounts are indexed quarterly

Investments, or

Income generating assets:

list each investment held jointly and separately

where its records are held

details of each, including, .... as a minimum:

managed by whom,

date of purchase,

up to date ACB

record of amount and type of return, (income)

Other Assets,

each investment held jointly and separately and where its record is held

(listed for probate purposes)

details of each, including as a minimum

managed by whom,

date, price and other details of purchase

details of insurance policies if applicable

date, price and other details of capital improvements since purchase, and

details of 1994 Capital Gain Crystallization, if applicable

Income Taxes:

past returns, and supporting documents

(where)

current charitable donations and medical receipts and other records

(where)

other documents currently being processed may be found

(where)

Birth & Marriage Certificates:

originals and notarized copies found

(where)

Passports:

Member

(where)

Spouse

(where)

House(s), Condo(s), Cottage(s):

Address and Phone No. of each,

details of ownership - where held,

deeds and de-registration of mortgages -

(where)

property taxes, records and how paid - file folder

(where)

routine maintenance, upkeep costs, records and supporting documentation are held,

(where)

location of all keys,

access codes if applicable

list of other persons having access to each.

Credit and Bank Access Cards:

list type and details of each card held by Member and Spouse

location of invoices and records of payment.

Associations/Memberships

For Member and Spouse

(Phone No.)

phone numbers and publication:

Fpr Member only

(Phone No.)

For Spouse only

(Phone No.)

Subscriptions:

Newspapers

Magazines

Physicians and Dentists

(names, locations, contacts):

For both Member and Spouse,

For Member

For Spouse

Funerals and Burials

(details of locations, prepayment details, arrangements)

For both Member and Spouse,

For Member

For Spouse

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