Portable AD&D and life insurance trustee or beneficiary change forms
Have you added portable benefits coverage to your workplace plan? You’re in the right place.
Make a change
Use these forms to change the beneficiary or trustee on your portable benefits plan.
Change forms
Download this form and print it, or fill it out in Adobe Reader XI or higher (not your browser) and save.
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Use this form to designate 1 or more beneficiaries to receive a payout from your portable benefits plan.
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Use this form if you currently have an irrevocable beneficiary designated, and want to make a change to this beneficiary designation. You will need the irrevocable beneficiary's consent to change the designation.
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Use this form to select 1 or more irrevocable beneficiaries to receive a payout from your portable benefits plan.
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Use this form to choose a trustee or administrator when designating a beneficiary who is a minor, or lacks legal capacity. Not applicable in Quebec.
When you’ve completed your forms, you can submit them to us by email at portablebenefits@canadalife.comOpens in a new window or fax to (416) 552-3373.