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 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.
3. 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.
4. 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.
5. 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%.
6. Review the Notes section carefully for important information regarding changes in beneficiary designations due to marriage or divorce.
7. Complete the Authorization section by signing and dating the form. Ensure a witness also signs.

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