Forms to change your beneficiaries or appoint a trustee
Have coverage through your employer or plan sponsor? You’re in the right place.
If you bought coverage through an advisor, use our personal insurance forms instead.
Make a change
Use these forms to designate a beneficiary or beneficiaries or appoint a trustee for a beneficiary who is a minor or lacks legal capacity.
You'll find instructions on how to return the completed form on the form itself.
Download the form and print it, or fill it out in Adobe Reader XI or higherOpens a new website in a new window (not your browser) and save.
Plan members use this form to designate one or more beneficiaries for their life benefits.
Plan members use this form to consent to the removal of a beneficiary who had been designated irrevocable.
Plan members use this form to designate a beneficiary or beneficiaries as irrevocable for their life insurance benefits.
Plan members use this form to appoint a trustee for a beneficiary who is a minor or lacks legal capacity. This form is not applicable in Quebec.