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Registered Plan Beneficiary Designation Form Account number:199 Bay Street, Suite 2600, P.O. Box 108 Toronto, Ontario M5L 1E2 Canada Phone: 1.877.310.1088 Fax: 416.288.8611 THIS FORM CANNOT BE COMPLETED
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How to fill out registered plan beneficiary designation

01
To fill out a registered plan beneficiary designation, follow these steps:
02
Start by gathering the necessary information, including the names and contact details of the beneficiaries you wish to designate.
03
Next, review the requirements and guidelines provided by your registered plan provider. Each provider may have different forms or procedures.
04
Complete the beneficiary designation form, ensuring that you accurately provide all the required information for each beneficiary.
05
Double-check the form for any errors or omissions, and make sure all beneficiaries are included as desired.
06
Sign the form and submit it to your registered plan provider. Some providers may require additional documentation or witness signatures.
07
Keep a copy of the completed form for your records, and consider informing your beneficiaries of their designation.
08
Review and update your beneficiary designation periodically or whenever significant life events occur, such as marriage, divorce, or the birth of children.
09
Remember that this is a general guide, and it is always advisable to consult with your registered plan provider or a financial professional for specific instructions and advice.

Who needs registered plan beneficiary designation?

01
Anyone who has a registered plan, such as a Registered Retirement Savings Plan (RRSP) or a Tax-Free Savings Account (TFSA), should consider designating beneficiaries.
02
Designating beneficiaries ensures that your registered plan assets are transferred smoothly and according to your wishes upon your death.
03
Having a beneficiary designation in place provides financial security for your loved ones and can help avoid delays and complications in estate distribution.
04
It is especially crucial for individuals who have dependents or specific intentions for their registered plan assets to complete a beneficiary designation.
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Registered plan beneficiary designation is the process of specifying who will receive the funds held in a registered savings plan upon the plan owner's death.
The owner of a registered savings plan is required to file a beneficiary designation form.
To fill out the registered plan beneficiary designation, the owner of the plan must complete a form provided by the financial institution holding the plan and specify the beneficiaries.
The purpose of registered plan beneficiary designation is to ensure that the funds held in the plan are distributed according to the owner's wishes upon their death.
The registered plan beneficiary designation form typically requires the names, dates of birth, and relationship to the owner of each beneficiary.
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