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Get the free TFSA Designation of Successor / Beneficiary - VersaBank

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CHANGE OF DESIGNATION OF BENEFICIARY THREE SAVING ACCOUNTMEMBERS REARRANGEMENT NUMBERADDRESSSOCIAL INSURANCE NUMBER (SIN)CITY/PROVINCE/POSTAL Constructions: This form is for designating a successor
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How to fill out tfsa designation of successor

01
To fill out the TFSA designation of successor, follow these steps:
02
Obtain the TFSA designation of successor form from your financial institution or download it from their website.
03
Provide your personal information, including your full name, address, and social insurance number.
04
Identify the successor by providing their full name, address, and social insurance number.
05
Indicate the percentage or specific dollar amount you wish to designate to the successor.
06
Sign and date the form to certify its accuracy.
07
Submit the completed form to your financial institution for processing.

Who needs tfsa designation of successor?

01
Anyone who has a Tax-Free Savings Account (TFSA) may need to fill out a TFSA designation of successor form.
02
This form allows the account holder to designate a successor to receive the funds in their TFSA upon their death.
03
It is particularly important for individuals who want to ensure that their TFSA assets are transferred to a specific person or beneficiary according to their wishes.
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The TFSA designation of successor is the process of naming an individual who will become the successor holder of a TFSA in the case of the original holder's death.
The original TFSA holder is required to file the designation of successor form to name their chosen successor.
The TFSA holder must complete the designated form provided by their financial institution and submit it according to the instructions outlined.
The purpose of the TFSA designation of successor is to ensure a smooth transition of TFSA ownership in the event of the original holder's passing.
The TFSA holder must provide their personal information, as well as the information of the chosen successor, including their name and contact details.
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