GUARANTEED INVESTMENT CERTIFICATES / TERM DEPOSITS Principal Purchase Maturity Interest Paid Name and Address Value Date Date Rate (Annual, semi-annually, monthly) $ $ $ $ $ $ $ $ $ $ $ $ Any other items immediately convertible to cash (i.e. uncashed cheques, etc)? DEBTS OWED TO DECEASED Does anybody owe money to the Deceased (e.g. personal loans, promissory notes, mortgages, agreements for sale, unpaid rent, sale of equipment or livestock, etc)? If yes, please describe: LIFE INSURANCE POLICIES Insurance Company Policy No. Face Value Beneficiary $ $ $ $ ANNUITIES Principal Monthly Date of Last Name and Address Amount Payment Payment Beneficiary $ $ $ $ $ $ PENSION BENEFITS Monthly Date of Last Principal Payment Payment Beneficiary Name and Address Amount $ $ $ $
GUARANTEED INVESTMENT CERTIFICATES / TERM DEPOSITS Name and Address Principal Value Purchase Date Maturity Date Interest Rate Paid (Annual, semi-annually, monthly) $ $ $ $ $ $ $ $ $ $ $ $ Any other items immediately convertible to cash (i.e. uncashed cheques, etc)? DEBTS OWED TO DECEASED Does anybody owe money to the Deceased (e.g. personal loans, promissory notes, mortgages, agreements for sale, unpaid rent, sale of equipment or livestock, etc)? If yes, please describe: LIFE INSURANCE POLICIES Insurance Company Policy No. Face Value Beneficiary $ $ $ $ ANNUITIES Name and Address Principal Amount Monthly Payment Date of Last Payment Beneficiary $ $ $ $ $ $ PENSION BENEFITS Name and Address Principal Amount Monthly Payment Date of Last Payment Beneficiary $ $ $ $
Walsh-Probate-Questionnaire-Fillable.docx