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Registered Plan Beneficiary Designation Form Account number:15 York Street, 2nd Floor Toronto, ON M5J 0A3 Canada Phone: 1.877.310.1088 Fax: 416.288.8611 NOT FOR USE BY PERSONS DOMICILED IN THE PROVINCE
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How to fill out registered plan beneficiary ampamp

01
Obtain the necessary forms from the financial institution where the registered plan is held.
02
Fill out the beneficiary designation section on the forms completely and accurately.
03
Provide the full legal name, date of birth, relationship to the account holder, and the percentage of the plan they are designated to receive.
04
Review the forms for completeness and accuracy before submitting them to the financial institution.

Who needs registered plan beneficiary ampamp?

01
Individuals who have a registered plan such as a Registered Retirement Savings Plan (RRSP) or a Tax-Free Savings Account (TFSA) may need to designate a beneficiary.
02
Having a registered plan beneficiary ensures that in the event of the account holder's death, the designated beneficiary will receive the assets directly without going through probate.
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The registered plan beneficiary ampamp refers to the designated individual or entity who will receive the assets of a registered plan in case of the plan holder's death.
The plan holder is required to designate a registered plan beneficiary ampamp and provide the necessary information to the financial institution or plan administrator.
To fill out the registered plan beneficiary ampamp, the plan holder must complete the beneficiary designation form provided by the financial institution or plan administrator.
The purpose of the registered plan beneficiary ampamp is to ensure that the assets of the registered plan are transferred to the designated beneficiary in case of the plan holder's death.
The registered plan beneficiary ampamp form typically requires the beneficiary's name, date of birth, relationship to the plan holder, and contact information.
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