Get Computershare Beneficiary Designation Form 2016

The Computershare Beneficiary Designation Form is an important document for designating beneficiaries for your registered plan. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently, ensuring your intentions are properly documented.

Follow the steps to complete the Computershare Beneficiary Designation Form online.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Fill in your client information, which includes your last name, first name and initials, social insurance number, street address, apartment number, postal code, province, city or town, holder account number, telephone number, and account type. Remember to provide only one account number and check only one account type box.
3. In the successor holder/designation of beneficiary section, read the statements carefully and confirm that you are aware of the legal responsibilities. Choose whether to elect a successor holder or designate one or more beneficiaries.
4. For each designated beneficiary, enter their full name, relationship to you, social insurance number, and the percentage payable to each. Ensure the total of the percentage amounts equals 100 percent.
5. In the notes section, review any cautions and understand the implications of marital status changes on your beneficiary designations.
6. Complete the authorization section by entering your name and providing your signature. A witness must also sign, including their name.
7. Save your changes, then download the completed form. You can print it or share it as needed.

Complete your Computershare Beneficiary Designation Form online today to ensure your beneficiaries are correctly designated.