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Get Canada Life Expression Of Wish Form
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How to fill out the Canada Life Expression Of Wish Form online
The Canada Life Expression Of Wish Form allows users to specify their desired beneficiaries for their retirement account investments. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.
Follow the steps to complete the form correctly.
- Click the ‘Get Form’ button to obtain the form and access it for editing.
- Enter your policyholder details in the designated section. This includes your quote number (if this is a new retirement account), your retirement account number (if it is an existing account), your first names, surname, and signature.
- Provide the date of signing in the appropriate field.
- In the preferred beneficiary details section, fill in the first beneficiary's first names, surname, address including postcode, relationship to you, date of birth, and the proportion of benefits due to them. Repeat this step for up to three beneficiaries.
- If necessary, list additional beneficiaries by providing their details in the space provided at the end of the section.
- Review all entered information for accuracy. Ensure that the proportions due to each beneficiary total 100%.
- Once you have completed the form and are satisfied with your entries, save any changes you made, and download or print the form for your records.
Complete your forms online today to ensure your wishes are clearly documented.
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.
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