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Registered Plan Beneficiary & Contingency Beneficiary Designation Form Account number:199 Bay Street, Suite 2600, Toronto, ON, M5L 1E2, Canada Phone: 1.877.310.1088 Fax: 416.288.8611Account type:
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How to fill out registered plan beneficiary designation

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How to fill out registered plan beneficiary designation

01
Step 1: Obtain the registered plan beneficiary designation form from your plan administrator or financial institution.
02
Step 2: Fill in your personal information, including your full name, address, and social insurance number.
03
Step 3: Identify the registered plan for which you are designating a beneficiary.
04
Step 4: Provide the full name, date of birth, and relationship to you for each beneficiary you wish to designate.
05
Step 5: Indicate the percentage of the proceeds that each beneficiary will receive upon your death.
06
Step 6: Sign and date the form, and have it witnessed by two individuals who are not beneficiaries.
07
Step 7: Submit the completed form to your plan administrator or financial institution for processing and keep a copy for your records.

Who needs registered plan beneficiary designation?

01
Anyone who has a registered retirement savings plan (RRSP), registered retirement income fund (RRIF), or tax-free savings account (TFSA) should consider completing a registered plan beneficiary designation.
02
It is especially important for individuals with significant assets or dependents to ensure that their designated beneficiaries are updated to reflect their current wishes.
03
By completing a registered plan beneficiary designation, you can ensure that your assets will be distributed according to your wishes and provide financial security for your loved ones.
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Registered plan beneficiary designation is a form that allows individuals to specify who will receive the funds in their registered plan upon their death.
Individuals who hold registered plans like RRSPs or TFSAs are required to file registered plan beneficiary designation to specify the beneficiary.
To fill out registered plan beneficiary designation, individuals need to provide the name, relationship, and contact information of the beneficiary.
The purpose of registered plan beneficiary designation is to ensure that the funds in the registered plan are distributed according to the individual's wishes upon their death.
On registered plan beneficiary designation, individuals must report the name, relationship, and contact information of the beneficiary.
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