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 or change your beneficiary(ies)
Submit the Nomination of beneficiary (pre-retirement) form to name or change your beneficiary(ies) if you are an active member of the plan.
If you have a spouse
If you have a spouse, they are automatically your beneficiary. If your spouse wants to waive their beneficiary right, you must submit the Nomination of beneficiary (pre-retirement) form with the Spouse's waiver of beneficiary right to benefits in a pension plan, locked-in retirement account, life income fund or annuity before pension or annuity payments start form. Note: changing your beneficiary information in My Account will not remove your spouse as primary beneficiary.
If you do not have a spouse
You can name your beneficiary(ies) online if you have not retired.
If you are a limited member
Submit the Nomination of beneficiary (for limited member) form.
- If you are naming a person as a beneficiary, you’ll need to provide their:
- relationship to you
- date of birth
- If you are naming an organization or charity as a beneficiary, you need its exact name (and chapter or 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