Get Computershare Beneficiary Designation Form 2017-2025

The Computershare Beneficiary Designation Form is a critical document for individuals looking to designate beneficiaries for their registered plans. This guide provides straightforward instructions to help users accurately complete the form online, ensuring their intentions are clearly communicated.

Follow the steps to complete the form with ease.

1. Click 'Get Form' button to access the Computershare Beneficiary Designation Form and open it in your preferred editor.
2. In the 'Account Holder Information' section, enter your last name, first name and initials, social insurance number, street address, apartment number (if applicable), province, postal code, and city. Additionally, provide your telephone number (optional) and holder account number, and select your account type from the list offered (TFSA, RRSP, etc.). Note that only one account number and type should be provided in this section.
3. If applicable, proceed to the 'Successor Holder / Designation of Beneficiary' section. Here, you can choose to designate a successor holder for your TFSA, RRIF, or Spousal RRIF. Complete this section by selecting the appropriate option and providing the details of your spouse or common-law partner, including their last name, first name and initials, social insurance number, and birth date.
4. To designate beneficiaries, fill in the name, relationship to you, social insurance number, and percentage payable for each individual you wish to designate. Ensure the total percentage across all beneficiaries equals 100 percent to avoid equal distribution by default.
5. Review the 'Notes' section carefully to understand important considerations regarding beneficiary designations, especially concerning marriage, divorce, and the governance of the form by provincial laws.
6. Complete the 'Authorization' section by providing your name, signature, and the date. A witness is also required, which includes their name and signature.
7. Finally, save your changes. You can then download, print, or share the completed form as needed. Ensure the final form is delivered to the appropriate address specified for Computershare Trust Company of Canada.

Complete your Computershare Beneficiary Designation Form online today to ensure your preferences are accurately recorded.