You and Your Survivors
You and Your Survivors – A Workbook
This workbook was especially designed for FSNA members and their families as a guide to help them with estate planning and with the winding up of an estate. The workbook is available in both English and French and a copy is sent to all new members. Additional copies are available for a fee.This workbook has various sections to complete and revise as life situations change so that when needed, those who look after our members’ affairs will have helpful information to make their task easier. It should be reviewed at least once each year. To facilitate this task, the forms included in the workbook are made available for members to keep up to date.
Forms: You and Your Survivors – A Workbook
|
The forms below are available in Adobe PDF or RTF format. To view the PDF files you will need the free Adobe Acrobat Reader. |
||
| Personal Information | ||
| Key Advisors / Contacts Information | ||
| Personal Certificates and Documents | ||
| Financial Certificates and Documents | ||
| Insurance Certificates and Documents | ||
| Pensioner’s Assets | ||
| Pensioner’s Liabilities | ||
| Pensioner’s Income Statement | ||
| Spouse’s Assets | ||
| Spouse’s Liabilities | ||
| Spouse’s Income Statement | ||
| Income Assessment | ||
| Expenditures Assessment | ||
| Family Capital Assessment |
Contacts: You and Your Survivors – A Workbook
In addition to describing the entitlements of your survivors under various pension plans, this workbook also provides additional information related to these plans, telephone numbers and addresses for various government and non-government contacts. For an up-to date version, click here.
