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DESIGNATION OF BENEFICIARY RETIREMENT SAVINGS PLAN Members Name Plan Number Address City/Province Social Insurance Number I, the undersigned, being a Member of PACIFIC & WESTERN BANK OF CANADA RETIREMENT
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How to fill out the designation of beneficiary retirement:

01
Obtain the necessary form: The first step in filling out the designation of beneficiary retirement is to obtain the appropriate form from your retirement plan provider or employer. This form may also be available online on their website.
02
Provide personal information: Start by providing your personal details, including your full name, date of birth, Social Security number, and contact information. Make sure all the information is accurate and up to date.
03
Specify the retirement account: Indicate the specific retirement account for which you are designating a beneficiary. This could be a 401(k), IRA, or any other retirement savings account that allows for beneficiary designation.
04
Choose the primary beneficiary: Select the primary beneficiary who will receive the assets of your retirement account upon your death. This could be a spouse, child, relative, or any other individual you wish to designate. Include their full name, date of birth, Social Security number, and relationship to you.
05
Designate contingent beneficiaries: In case the primary beneficiary predeceases you or is unable to receive the assets, it is crucial to designate contingent beneficiaries. This ensures that the assets are passed on to someone else you trust. Provide the same detailed information for each contingent beneficiary.
06
Determine the percentages: Specify the percentage of the retirement account that each beneficiary will receive. The total percentage should always equal 100%. You have the flexibility to divide the assets equally or allocate different percentages based on your wishes.
07
Review and sign the form: Carefully review the information you have provided on the form to ensure accuracy and completeness. Sign and date the form in the designated areas. It is recommended to retain a copy of the completed form for your records.

Who needs the designation of beneficiary retirement?

The designation of beneficiary retirement is necessary for anyone who has a retirement account and wishes to ensure that their assets are distributed according to their specific wishes upon their death. Whether you have a significant amount of money saved or even a modest retirement account, it is essential to designate beneficiaries to protect your loved ones and avoid potential conflicts or complications in the future. Taking the time to fill out this form grants you peace of mind and provides a clear plan for the distribution of your retirement account assets.
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Designation of beneficiary retirement is a form used to specify who will receive retirement benefits in the event of the participant's death.
All participants in a retirement plan are required to file a designation of beneficiary retirement form.
You can fill out the form by providing the beneficiary's name, relationship to the participant, and percentage of benefits they are to receive.
The purpose of the form is to ensure that retirement benefits are distributed according to the participant's wishes.
The form must include the beneficiary's name, relationship to the participant, and percentage of benefits they are to receive.
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2011 5T6 Saskatoon 22nd pwbank S7K ies Undermentioned Witnesss CANADAs HEREUNDER successors executors revocation Ext indemnify undersigned Sept SK DESIGNATION assigns groundless heretofore applicable reliance complying arising Beneficiaries omitted herein

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