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Account Number: Holder Name: Amendment to Tax-Free Savings Account Application Successor Holder and Beneficiary Designation Form Instructions: Note to Holders domiciled in Alberta, British Columbia,

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What is successor holder and beneficiary?

Successor holder and beneficiary refers to a person or entity who will inherit assets, rights, or benefits in the event of the holder's or beneficiary's death or incapacity.

Who is required to file successor holder and beneficiary?

The person or entity who holds assets or benefits that can be transferred to a successor holder or beneficiary is required to file the information.

How to fill out successor holder and beneficiary?

To fill out successor holder and beneficiary information, you need to provide details such as their full name, contact information, relationship to the holder or beneficiary, and any relevant documentation supporting the transfer.

What is the purpose of successor holder and beneficiary?

The purpose of successor holder and beneficiary is to ensure a smooth transfer of assets, rights, or benefits to the designated individuals or entities in case of the holder's or beneficiary's death or incapacity.

What information must be reported on successor holder and beneficiary?

The information that must be reported on successor holder and beneficiary includes their full name, contact information, relationship to the holder or beneficiary, and any supporting documentation.

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