OPTrust: Planning for Retirement

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IMPORTANT FACTS

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To create a printable list of important information for others in the event of your death or serious illness, fill in the following form and click on "Print Fact Sheet".

Note that the form information is submitted through our secure server and is not stored on OPTrust servers. Please read about security on our site.

Legal Information
My lawyer is:
Phone number:
My Will is located:
The administrator of my Will is:
Phone number:
LIFE INSURANCE INFORMATION
My life insurance policy is with:
Policy number:
Amount:	$
RRSP Information
My RRSPs are at:
Company 1	Account Number
Company 2	Account Number
Company 3	Account Number
Banking Information
My bank account(s) are at:
Bank 1	Account Number
Bank 2	Account Number
Power of Attorney Information
Financial Power of Attorney is:
Phone number:
Health care Power of Attorney is:
Phone number:
Other Important Information
Other key contacts in the event of death or serious illness:
Contact 1	Contact 1 Telephone
Contact 2	Contact 2 Telephone
Contact 3	Contact 3 Telephone
Other important information in the event of my death or serious illness:

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Important facts

Legal Information

LIFE INSURANCE INFORMATION

RRSP Information

Banking Information

Power of Attorney Information

Other Important Information