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  • Canada Life Expression Of Wish Form

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The Retirement Account Expression of wish form In respect of your Retirement Account, you may use this form to name the person (or people) you wish to be the beneficiary (or beneficiaries) of:The.

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For example, your expression of wishes could state that you would like to leave your pension to your spouse, but if this isn't possible (for example, if your spouse turns down the benefits), you would like the funds split equally between your two children.

You can change the beneficiaries of your life insurance by contacting your insurance company. You'll need to submit a change of beneficiary form online, on paper, or over the phone. The form will ask for personal information about your beneficiary, such as: Contact information.

If you do not complete an expression of wish, any death grant to which an entitlement may arise upon your death, will be paid to your personal representatives. This means that it could form part of your estate and be subject to inheritance tax if the value of your estate exceeds HM Revenue & Customs limits.

It's simply a formal request to the trustees or administrator of your pension scheme, setting out who you'd like to receive your pension benefits on death.

What is an Expression of Wish form? If a client passes away with money in a pension, the administrators will need to decide who benefits from those funds. An Expression of Wish form lets the client choose who they would prefer the money to go to and in what proportions.

We're committed to delivering on the promises we make. Our purpose is to improve the financial, physical and mental well-being of Canadians. It's the driving force behind everything we do, and we believe we can do it best working together with our colleagues, customers, advisors and the community.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232