F17a 2026

1. Click 'Get Form' to open the f17a application in the editor.
2. Begin by filling out the 'Holder/Annuitant' section. Enter your first and last name, address (including street number and city), telephone numbers, email, principal occupation, date of birth, social insurance number, gender, and preferred language.
3. Proceed to the 'Beneficiaries' section. Here, you will need to provide details for each beneficiary including their names, genders, dates of birth, relationship to you, and whether their designation is revocable or irrevocable.
4. In the 'Investment Instructions' section, specify your premium amount and any internal transfers. Ensure that all fund numbers are correctly entered as per the guidelines provided in the form.
5. Complete the 'Income Payment' section if applicable. Indicate your desired income payment type and frequency.
6. Finally, review all sections for accuracy before clicking on 'Validate and Print' to ensure your form is ready for submission.

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