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Registered Plan Beneficiary Designation Form Account number:199 Bay Street, Suite 2600, Toronto, ON, M5L 1E2, Canada Phone: 1.877.310.1088 Fax: 416.288.8611 THIS FORM CANNOT BE COMPLETED ELECTRONICALLY

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How to fill out registered plan beneficiary

01

To fill out a registered plan beneficiary, follow these steps:

02

Obtain the necessary forms from the financial institution or plan administrator that manages your registered plan.

03

Fill in your personal information, including your full name, address, and contact details.

04

Provide the details of the registered plan for which you are designating a beneficiary, such as the plan name and account number.

05

Clearly identify the beneficiary by providing their full name, relationship to you, and contact information.

06

Specify the percentage or dollar amount of the plan's assets that you want to assign to each beneficiary.

07

Review the form to ensure all information is accurate and complete.

08

Sign and date the form.

09

Submit the completed form to the financial institution or plan administrator as instructed.

10

It is recommended to consult with a financial advisor or legal professional if you have any concerns or questions during the process.

Who needs registered plan beneficiary?

01

Anyone who has a registered plan, such as a Registered Retirement Savings Plan (RRSP) or a Registered Education Savings Plan (RESP), may need to fill out a registered plan beneficiary.

02

Designating a beneficiary is important to ensure that your assets are distributed according to your wishes in the event of your death.

03

By specifying a registered plan beneficiary, you can ensure that the funds within the plan are transferred to the designated individual(s), avoiding potential complications and delays in the distribution process.

04

It is particularly crucial for individuals who want to have control over the distribution of their registered plan assets and provide financial security for their loved ones.

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