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Beneficiary designation form

January 1, 2016

ABC Company   -   Registered Pension Plan
Policy: 11111111
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Last name:  Jones
First name:  Terry
Date of birth:  March 1, 1965
Social Insurance Number:  456-987-442

Your beneficiary information
I hearby designate the following as my beneficiary(s).
Beneficiary name Relationship % Trustee name if a
minor beneficiary*
Melanie Jones Spouse 100
* You must specify a trustee if your beneficiary is less than the age of majority.

Your beneficiary(s) are deemed to be revocable.

Except as specified above for Quebec RRSP or pension plan members, all designations will be revocable. If you designate a beneficiary as irrevocable, you may not change this designation, withdraw or transfer-out funds without the written consent of the irrevocable beneficiary. A parent or guardian cannot provide consent on behalf of a minor who has been named as irrevocable beneficiary.

Regarding Pension Plans and locked in funds only: Legislation in most jurisdictions may require any death benefit from a pension plan or locked-in pension funds to be payable to your spouse. IF you are designating a beneficiary other than your spouse in these jurisdictions, the beneficiary may only be entitled to the death benefit if you do not have a spouse at the time of your death.


Signed __________________________           Date ___________________

Send a signed and dated copy of this form to

Manulife Financial
Attn: CPO Client Services
PO Box 396 STN WATERLOO
Waterloo, ON
N2J 4A9
 
  PRIVACY POLICY LEGAL