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Computershare beneficiary designation form 2026

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The document is a Beneficiary Designation Form for registered plans such as RRSPs and TFSAs, requiring hard copy submission with original signatures. It outlines client information, beneficiary designations, and successor holder options, emphasizing the need for legal validity and caution regarding changes due to marriage or divorce. The form also includes privacy notices related to personal information handling by Computershare.

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Click ‘Get Form’ to open the computershare beneficiary designation form in the editor.
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.
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%.
Complete the Authorization section by signing and dating the form. Ensure a witness also signs and dates it.
Finally, deliver the completed form to Computershare Trust Company of Canada via mail or fax as indicated at the bottom of the form.

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Versions	Form popularity	Fillable & printable
2017	4.8 Satisfied (232 Votes)
2016	4.8 Satisfied (53 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I transfer Computershare stock on death?

You need to complete a Transfer Request form to transfer the shares to a new account in your name. The surviving holder(s) or a legally authorized representative must sign the Authorized Signatures section (section 8) of the form.

How to fill out beneficiary designation form?

If you have a brokerage account, contact the broker for instructions. Most likely, the broker will send you a form on which youll name beneficiaries to inherit your account. From then on, the account will be listed in your name, with the beneficiarys name after it, like this: Evelyn M. Meyers, TOD Jason Meyers.

How do you transfer shares after death?

The process of transferring shares after the death of a shareholder involves several critical steps: Step 1: Reviewing Documents and Identifying Rights. Step 2: Confirming Beneficiaries. Step 3: Preparing Legal Forms and Documents. Step 4: Gaining Board Approval. Step 5: Updating Records and Notifying Companies House.

How to transfer stock after someone dies?

This typically involves sending a copy of the death certificate and an application for re-registration to the transfer agent. State law, rather than federal law, governs the way securities may be registered in the names of their owners. In addition, brokerage firms may decide whether or not to offer TOD registration.

How do you transfer shares upon death?

An executor must divide the deceaseds assets in accordance with the terms of the Last Will. The deceased has the legal ability to gift their private company shares through their Last Will since they own the shares in their personal name.

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How do I add a beneficiary to a stock certificate?

Anyone who will suffer financially by your loss is likely your first choice for a beneficiary. You can usually split the benefit among multiple beneficiaries as long as the total percentage of the proceeds equal 100 percent.

How do you transfer shares when someone dies?

After a shareholder dies, there is no automatic transfer of their shares. Transfer of stock requires proper communication with the company (or registrar) with documentary proof of the shareholders death, such as a death certificate, evidence of a succession (if necessary), and the usual identification process.

Computershare beneficiary designation form 2026

Here's how it works

How to use or fill out computershare beneficiary designation form with our platform

See more computershare beneficiary designation form versions

Complete this form in 5 minutes or less

Got questions?

How do I transfer Computershare stock on death?

How to fill out beneficiary designation form?

How do you transfer shares after death?

How to transfer stock after someone dies?

How do you transfer shares upon death?

Security and compliance

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How do I add a beneficiary to a stock certificate?

How do you transfer shares when someone dies?

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