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Can I add/change the beneficiary on my RSP/RIF/TFSA?
For all provinces except Quebec:
To add or change the beneficiary on your TFSA, complete the TFSA Designation of Successor Holder and/or Beneficiary form.
To add or change the beneficiary on your RSP or RIF, complete the Beneficiary form. Alternatively, you can provide a Letter of Direction and ensure to include the full legal name of the newly appointed beneficiary, your signature and the effective date.
Things to Note:
A Power of Attorney cannot change a beneficiary on behalf of the account holder.
By submitting your request to update the beneficiary, you revoke any prior designation of beneficiary made by you in respect of the Plan.
You can mail the completed form to:
Client Documentation Department
3500 Steeles Ave E
Tower 2, 2nd Floor
Markham, ON L3R 0X1
Please note that the answers to the questions are for information purposes only for the products discussed. Individual circumstances may vary. In case of discrepancy, the documentation prevails.