Computershare beneficiary designation form 2026

1. Click ‘Get Form’ to open the computershare beneficiary designation form in the editor.
2. Begin by filling out the Client Information section. Enter your last name, first name, and initials, along with your Social Insurance Number, street address, apartment number (if applicable), postal code, province, city or town, holder account number, and telephone number. Ensure that you select the correct account type (RRSP, Spousal RRSP, Locked-In RRSP, TFSA) as this will apply to all assets held under the Registered Plan.
3. In the Successor Holder / Designation of Beneficiary section, indicate whether you wish to designate a successor holder or beneficiaries. Fill in their full names and Social Insurance Numbers. Remember to specify the percentage payable to each beneficiary; these must total 100%.
4. Complete the Authorization section by signing and dating the form. Ensure a witness also signs and dates it.
5. Finally, deliver the completed form to Computershare Trust Company of Canada via mail or fax as indicated at the bottom of the form.

Start using our platform today for free to easily complete your computershare beneficiary designation form!