Computershare Beneficiary Designation Form 2016 free printable template

BENEFICIARY DESIGNATION FORM THIS FORM CANNOT BE COMPLETED ELECTRONICALLY AND MUST BE RECEIVED IN HARD COPY WITH ORIGINAL SIGNATURES. NOT FOR USE BY PERSONS DOMICILED IN THE PROVINCE OF QUEBEC. 1.

How to fill out Computershare Beneficiary Designation Form

How to fill out Computershare Beneficiary Designation Form

1. Download the Computershare Beneficiary Designation Form from the Computershare website or request a physical copy.
2. Fill in your personal information, including your name, address, and account number.
3. Identify the beneficiaries by entering their names, relationship to you, and contact information.
4. Indicate the percentage of your assets you wish to allocate to each beneficiary.
5. Ensure that you include contingent beneficiaries, if desired, in case the primary beneficiaries cannot be reached.
6. Sign and date the form at the designated areas.
7. Review the completed form for any errors or omissions before submission.
8. Submit the form according to the instructions provided, either by mail or electronically if available.

Who needs Computershare Beneficiary Designation Form?

1. Individuals who hold accounts or investments managed by Computershare.
2. Account holders who wish to specify beneficiaries for their assets after their death.
3. People looking to ensure their assets are distributed according to their wishes.

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What is Computershare Beneficiary Designation Form?

The Computershare Beneficiary Designation Form is a document that allows individuals to designate beneficiaries for their financial accounts, shares, or investments managed by Computershare.

Who is required to file Computershare Beneficiary Designation Form?

Individuals who hold accounts or investments with Computershare and wish to specify who will inherit these assets upon their death are required to file the Beneficiary Designation Form.

How to fill out Computershare Beneficiary Designation Form?

To fill out the Computershare Beneficiary Designation Form, individuals should provide their personal information, list the beneficiaries they wish to designate along with their contact details, and sign the form to verify the information provided.

What is the purpose of Computershare Beneficiary Designation Form?

The purpose of the Computershare Beneficiary Designation Form is to ensure that the assets in an account are transferred to the designated beneficiaries without going through probate upon the account holder's death.

What information must be reported on Computershare Beneficiary Designation Form?

The information required on the Computershare Beneficiary Designation Form includes the account holder's name and contact information, the names and contact information of the beneficiaries, and the relationship of each beneficiary to the account holder.