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Computershare beneficiary designation form 2026

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The document is a Beneficiary Designation Form for various registered plans such as TFSA, RRSP, and others. It allows account holders to designate beneficiaries or successor holders for their accounts upon death. The form includes sections for personal information, beneficiary details, and legal disclaimers regarding the designation's validity, especially in relation to marriage or divorce. It emphasizes the importance of ensuring that total percentages for multiple beneficiaries equal 100% and outlines privacy practices related to personal information.

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Click ‘Get Form’ to open the computershare beneficiary designation form in the editor.
Begin by filling out the Account Holder Information section. Enter your last name, first name, social insurance number, and address details including street, apartment number, province, postal code, and city. Optionally provide a telephone number and your holder account number.
Select the appropriate account type from the list provided (e.g., TFSA, RRSP). Remember to check only one box as this form applies to a single registered plan.
In the Successor Holder/Designation of Beneficiary section, indicate if you wish to designate a successor holder for applicable accounts. Fill in their details including name, social insurance number, and birth date.
Designate beneficiaries by entering their full names, relationships to you, social insurance numbers, and the percentage payable for each. Ensure that these percentages total 100%.
Review the Notes section carefully for important information regarding changes in beneficiary designations due to marriage or divorce.
Complete the Authorization section by signing and dating the form. Ensure a witness also signs.

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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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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 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 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 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 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 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.

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.