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How to fill out the Form 206 online
Completing Form 206 is essential for designating or changing your beneficiary for the OMERS Primary Pension Plan and Retirement Compensation Arrangement. This guide provides you with a step-by-step approach to ensure that you accurately fill out the form online.
Follow the steps to complete Form 206 effectively.
- Click ‘Get Form’ button to access the Form 206 and open it for editing.
- In Section 1, provide your current information including your OMERS Membership Number or Social Insurance Number, your full name, date of birth, and contact information. Ensure that all mandatory fields are filled out accurately.
- If applicable, complete Section 2 with information about current or former spouses. This includes their full name, relationship type, and relevant dates, although this section is optional.
- In Section 3, designate your beneficiaries by listing their names, dates of birth, relationship to you, and the percentage of benefit they will receive. Ensure that the total percentage equals 100%. If designating a minor, consider including a trustee in this section.
- In Section 4, read the declaration carefully. After verifying that all information is correct, you must sign and date the form to authorize your designated beneficiary(ies).
- Once you have completed all sections of the form, save your changes. You can then download, print, or share the completed Form 206 as required.
Complete your Form 206 online today to ensure your beneficiary designations are up-to-date.
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