Fillable Changes and Additions to Beneficiary, Successor Designations and (iA Clarington)

Fill Online, Printable, Fillable, Blank Changes and Additions to Beneficiary, Successor Designations and (iA Clarington) Form

Use Fill to complete blank online IA CLARINGTON pdf forms for free. Once completed you can sign your fillable form or send for signing. All forms are printable and downloadable.

Changes and Additions to Beneficiary, Successor Designations and (iA Clarington)

On average this form takes 19 minutes to complete

The Changes and Additions to Beneficiary, Successor Designations and (iA Clarington) form is 2 pages long and contains:

  • 0 signatures
  • 1 check-box
  • 75 other fields

Country of origin: US
File type: PDF

Use our library of forms to quickly fill and sign your iA Clarington forms online.

BROWSE IA CLARINGTON FORMS

Related forms
Fill has a huge library of thousands of forms all set up to be filled in easily and signed.
Fill in your chosen form
Sign the form using our drawing tool
Send to someone else to fill in and sign.
find another form
 
Changes and Additions to Beneficiary, Successor Designations and Contingent
This form can be used to designate, change or name a contingent beneficiary to your registered plan (excluding RESP`s) where the law permits.
Please select your plan type and note that this designation does not extend itself to any other plan you may have.
A separate form must be used for every account under which you wish to designate, change or name a beneficiary, contingent beneficiary
or successor annuitant.
1. ACCOUNT TYPE This form can only be used for the account types listed below. Please select the account type.
❑ Guaranteed Investment Fund (Industrial Alliance) ❑ Mutual Fund Account (IA Clarington)
Please select plan type:
❑ RRSP ❑ RLSP ❑ LIRA ❑ LIF ❑ LRSP (Federal and B.C. only) ❑ TFSA
❑ RRIF ❑ LRIF ❑ PRIF ❑ RLIF ❑ Cash account (GIF only)
2. CLIENT INFORMATION
Name Account number
Address City Province Postal code
3. PRIMARY BENEFICIARY DESIGNATION Not applicable in Quebec.
Subject to applicable law, I designate the person(s) named below to receive any benefit payable under my IA Clarington registered plan on my death
if that person is living on the date of my death; if my designated beneficiary predeceases me and no other beneficiary or contingent beneficiary
has been appointed, settlement will be made to my estate. Where permitted by applicable law, I hereby revoke any previous designations. Your
spouse may automatically be entitled to benefits under a LIRA, LIF, PRIF, LRIF or RLIF.
Please refer to your Locked in Addendum/governing pension legislation and your Declaration of Trust for details on beneficiary designations as
restrictions may apply.
Note: If a beneficiary is a minor please ensure to designate a trustee for the period of minority.
The following table includes a section for contingent beneficiaries for the primary beneficiary only. If you elect more than one beneficiary
you cannot assign a contingent beneficiary.
Name Trustee’s name (where applicable) Address
Social insurance
number Relationship
Allocation per
beneficiary
1.
%
2.
%
3.
%
4.
%
Total percentage must equal 100%*
%
In the event you require more room than what is provided, please reprint page one and enter the respective beneficiary number in succession i.e. page two
will consist of beneficiaries 5 – 8 page three 9 – 12 and so on.
* If the percentage allocation per beneficiary is not specifically outlined or the percentages do not equal 100%, the proceeds will be divided equally amongst
the surviving beneficiaries.
iA CLARINGTON INVESTMENTS
RESET FORM
0.00
4. SUCCESSOR ANNUITANT Applicable for RIFs, LIFs, PRIFs, LRIFs and RLIFs only; not applicable for Quebec residents.
❑ Election of spouse as successor annuitant) I hereby elect that my spouse, named below, become the annuitant under my IA Clarington RIF/LIF/PRIF/
LRIF/RLIF in the event of my death, if he or she survives me. If my spouse becomes the annuitant, my IA Clarington RIF/LIF/PRIF/LRIF/RLIF shall remain
in force and no death benefit shall be payable until the death of my spouse. You cannot assign a contingent successor annuitant.
Please ensure that both sections 3 and 4 do not name the same person.
Name Social insurance number
Address City Province Postal code
5. CONTINGENT BENEFICIARY(IES) Not applicable in Quebec.
CAUTION: If more than one beneficiary has been designated in section 3 of this document, you cannot assign a contingent beneficiary.
If you are domiciled in a jurisdiction which by law permits you to validly designate a beneficiary other than by Will, you may designate a beneficiary
to receive the proceeds of your Plan in the event of your death before the maturity of your Plan. You may make, change or revoke your designation by
written notice signed by you in a form acceptable to, and received by, IA Clarington prior to your death. Any designation, amended designations or
revoked designations will be valid on the day following its receipt by the Trustee.
Contingent beneficiary(ies) are restricted to a single primary designation only and cannot be made where multiple primary designations exist. You can
however designate multiple contingent beneficiaries on a single beneficiary.
In the event of the death of one of the beneficiaries, the attributed share will be divided equally between the remaining beneficiaries.
Name Custodian (where applicable) Address
Social insurance
number Relationship
Allocation per
beneficiary
1.
%
2.
%
3.
%
4.
%
Total percentage must equal 100%*
%
* If the allocation per beneficiary is not specifically outlined each beneficiary will be entitled to an equal share of the account.
6. AUTHORIZATION
• I have read and agree to comply with the “Declaration of Trust” governing the plan set forth on the application used to open the account noted in section 3.
• I have read and agreed to comply with the Locked In addendum containing the applicable pension body for under which this account is governed.
• “I acknowledge that I am responsible for ensuring that the designations made in this document are valid and that there may be tax consequences
arising from them”
X
Signature of applicant/annuitant Date (DD/MM/YYYY)
X
Signature of joint applicant/annuitant (If required) Date (DD/MM/YYYY)
Important notes:
• A power of Attorney does not have the capacity to designate or change a beneficiary designation/testamentary disposition.
• The designations made on this form are valid only if signed and dated.
• The designation made on this form applies only to the account specified in section 2 of this document.
• The latest dated instrument in writing will take precedence in identifying the rightful beneficiary of a plan.
Please send completed original form to:
IA Clarington Investments Inc.
c/o Estates Department
522 University Avenue, Suite 700, Toronto, Ontario M5G 1Y7
888-860-9888 | funds@iaclarington.com | www.iaclarington.com
09/16/16
0.00
Download
Save PDF to desktop
Email
Email completed PDF
Send for Signing
Email for others to sign
Print
Print document
Choose a Field
Click on a field and
select the person that should complete it
Want to add a signature?
You can add a signature field
and assign it to someone else
to sign
Choose a Field
Click on a field and
select the person that should complete it

Changes and Additions to Beneficiary, Successor Designations and (iA Clarington)

This document is locked as it has been sent for signing.

You have successfully completed this document.

Other parties need to complete fields in the document. You will recieve an email notification when the document has been completed by all parties.

This document has been signed by all parties.

Completed 26 December 2020

Message

View Audit Log
Print With Audit Log
Duplicate Document