Name (or change) a beneficiary online

Sign in to My Account to name your beneficiary if you are an active member of the plan.


Sign in to My Account and make your change immediately.

Another way to name a beneficiary

Submit the Nomination of beneficiary (pre-retirement) form to name or change your beneficiary if you are an active member of the plan.


Eligibility

You can name a beneficiary online if you are an active member and have not retired. If not:

  • Submit the Nomination of beneficiary (for limited member) form
Information you'll need to name a beneficiary online
  • If you are naming a person as a beneficiary, you need to know their:
    • Name
    • Relationship to you
    • Date of birth
  • If you are naming an organization as a beneficiary, you need to know its exact name (and branch, if applicable)
  • Including the organization's Canada Revenue Agency registration number may help ensure faster payment.
  • If you are naming a trust, it is helpful to include its trust account number