Loading
Get Beneficiary Designation Form - Rbc Wealth Management
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the Beneficiary Designation Form - RBC Wealth Management online
Completing the Beneficiary Designation Form is a crucial step in ensuring your wishes are honored regarding your assets. This guide will help you navigate the online process of filling out this form accurately and efficiently.
Follow the steps to successfully complete your Beneficiary Designation Form online.
- Click ‘Get Form’ button to obtain the form and open it in your editor.
- Start by filling in your account information including your Account number and Type of plan (e.g., RRSP, RRIF). Make sure to include your name as the annuitant.
- Proceed to enter your successor annuitant or beneficiary designation. For each designated person, provide their surname, first name, address, relationship to you, and Social Insurance Number (if available).
- If applicable, check the box to elect for a Successor Annuitant, specifically if it pertains to retirement income funds like RRIF, LIF, etc.
- Detail the percentage of entitlement for each beneficiary or successor annuitant, ensuring that the total must equal 100%. If not specified, the proceeds will be divided equally among surviving beneficiaries.
- Review all entered information for accuracy. It's crucial that every detail is correct to uphold your beneficiary designations.
- Once you are satisfied with your entries, you can save changes, download, print, or share the form as necessary. Be sure to sign the form and include the date and province or territory of execution.
Complete your Beneficiary Designation Form online today to secure the future of your assets.
Provide the following information on the beneficiary designation: The full name of the trust as it shows on the trust document. The date the trust was created. The name of the trustee, followed by the word “trustee”, or if you cannot provide a trustee, ETF may accept another contact person. The trustee's address.
Industry-leading security and compliance
US Legal Forms protects your data by complying with industry-specific security standards.
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.