Transfer of Quebec Savings Bonds
Responsibility: Épargne Placements Québec
Upon the death of the holder of Quebec Savings Bonds, you must notify Épargne Placements Québec. In addition, you are required to provide the original documents requested for the transfer of the deceased's savings products.
Note: The documents will be returned to you after consultation.
Épargne Placements Québec
Quebec City area: 418 521-5229
Elsewhere in Quebec (toll-free): 1 800 463-5229
333, Grande-Allée East,
Quebec City, Quebec G1R 5W3
www.epq.gouv.qc.ca
Transfer of ownership of an immovable
Responsibility: Chambre des notaires du Québec
If you are the liquidator of the succession or an heir and you need to obtain the transfer of the property rights of an immovable belonging to the deceased, you must contact a notary. This is the officer designated to draw up the declaration of transmission of the immovable that you have inherited. You must provide him or her with various documents, including proof of death, a copy of the marriage or civil union contract of the deceased, if applicable, a copy of the will and the municipal evaluation of the building concerned.
You can contact a notary to obtain a declaration of transmission of immovable property.
Transfer of ownership of a vehicle
Responsibility: Société de l'assurance automobile du Québec
If you are the liquidator of an estate, the transfer of a vehicle bequeathed by will is one of your tasks. If you cannot do this yourself, you must appoint another person. This person must provide the Declaration of Transfer of Ownership Following a Death form and the documents required by the Société de l'assurance automobile du Québec.
Please note that you cannot request the transfer of the credits and the license plate to the purchaser. The credits are given to the transferor and the new owner must pay the registration fees for the inherited vehicle.
The transfer of ownership of a vehicle requires certain procedures and applies in the following situations:
- a vehicle acquired from an individual
- vehicle exchange between individuals;
- transfer of registration to an heir;
- donation of a motor vehicle;
- vehicle sold to a dealer, with or without purchase of a new vehicle;
- vehicle transfer - trade-in;
- bulk sale (liquidation) or transfer of business.
BENEFITS / SUBSIDIES
Citizens who sell their vehicle to a dealer may be entitled to a vehicle registration credit, which varies depending on the length of time the vehicle has been registered.
Transfer of savings and retirement products
Responsibility: Financial Institutions
As liquidator of the estate or heir, upon the death of a holder of savings accounts and other financial products, you must immediately take steps with the financial institutions to transfer the funds to the estate.
For example, these may include Quebec and Canada Savings Bonds, Treasury Bills and retirement savings plans, whether or not held in a registered account (RRSP, RRIF, LIRA, LIF).
You must contact the appropriate organizations and provide the documents they require.