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Group Retirement Solutions |
Beneficiary designation form January 1, 2016
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To save this confirmation to your PC, select 'File' and 'Save As' from the top left menu |
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Your beneficiary information I hearby designate the following as my beneficiary(s). |
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* You must specify a trustee if your beneficiary is less than the age of majority. | |||||||||
Your beneficiary(s) are deemed to be revocable. |
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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. |
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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 |