Get the free PEPP Designation of Beneficiary Form

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You can make this change online through Planet. (some legislative restrictions may apply)110 1801 Hamilton Street REGINA, SK S4P 4W3 Phone: 3067875442 Fax: 3067870244 Toll free: 18772757377 Email:

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How to fill out pepp designation of beneficiary

01

Obtain the PEPP designation of beneficiary form.

02

Fill in your personal information such as your name, address, and PEPP account number.

03

Specify the beneficiary's information including their name, relationship to you, and their contact information.

04

Indicate the percentage of the PEPP account that you wish to designate to each beneficiary.

05

Sign and date the form, and ensure that any required witnesses also sign the form.

Who needs pepp designation of beneficiary?

01

Anyone who has a PEPP (Personal Pension Plan) account and wants to designate beneficiaries to receive the funds in the event of their passing.

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What is pepp designation of beneficiary?

The PEPP designation of beneficiary is a form used to designate an individual or entity that will receive benefits from a PEPP (Personalized Employee Pension Plan) upon the plan holder's death.

Who is required to file pepp designation of beneficiary?

All participants of a PEPP are required to file a designation of beneficiary to ensure their chosen beneficiaries receive the benefits in the event of the participant's death.

How to fill out pepp designation of beneficiary?

To fill out the PEPP designation of beneficiary form, provide personal information including your name, contact details, and the names of the designated beneficiaries, along with their contact information and relationship to you.

What is the purpose of pepp designation of beneficiary?

The purpose of the PEPP designation of beneficiary is to ensure that retirement benefits are distributed according to the participant's wishes after their death.

What information must be reported on pepp designation of beneficiary?

The information required includes the participant's personal details, beneficiary names, relationships, contact information, and possibly social security numbers for identification purposes.

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