NAMING OR SUBSTITUTION OF A PENSION BENEFICIARY For Designation of a Pension Beneficiary Section 31 : Fill out & sign online

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Click ‘Get Form’ to open it in the editor.
Begin by filling out your personal information in the designated fields, including your surname, regimental number, given names, pension number, and date of birth. Ensure all entries are accurate to avoid processing delays.
Next, appoint your beneficiary by entering their surname, date of birth, given name(s), relationship to you, and address details. If designating a charitable organization, include its CRA registration number.
Sign the form in dark ink where indicated. Both you and a witness (who cannot be the beneficiary) must sign the document. The witness should also print their name and provide their city and date signed.
Review all entries for accuracy before submitting. Once completed, forward the form via express mail to the Government of Canada Pension Centre as instructed.

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Who is a designated beneficiary of a pension?

Designated beneficiaries can include a survivor who has not been named as a successor holder, former spouses or common-law partners, children, a designated subsequent survivor holder who is the new spouse or common-law partner of the successor holder, and qualified donees.

Who can you name as a pension beneficiary?

A beneficiary is generally any person or entity the account owner chooses to receive the benefits of a retirement account or an IRA after they die. The owner must designate the beneficiary under procedures established by the plan.

Who should be your beneficiary for pension?

You can appoint one or more people to make decisions about money and property for you, including collecting your State Pension.

Who can be a beneficiary on a pension?

If you do not have a spouse, or your spouse gives up their beneficiary rights to your pension benefit, you can name other people as your beneficiary(ies). These can include your children, other family members, friends or others. You can also name organizations, trusts or your estate as beneficiaries.

What is an example of a beneficiary designation?

Sample: Martha Doe, wife, or, in the event of her death, Richard Doe, cousin, or in the event of his death, Jane Doe, niece. 6.) One Beneficiary Followed by Two Beneficiaries in Equal Shares Sample: Martha Doe, wife, or, in the event of her death, Jane Doe and Mary Doe, cousins, in equal shares, or their survivors.