Skip to main content

How Canada Life is supporting you during COVID-19. Learn more

Your web browser is out-of-date. For the best experience, please update to a modern browser like Chrome, Edge, Safari or Mozilla Firefox.

Trustee or beneficiary changes

Adobe Reader XI or higher is required to fill out and save a completed form. Download Adobe ReaderOpens a new website in a new window - Opens in a new window .

Downloadable forms

Use these forms to change the trustee or beneficiary named on your Portable Benefits plan. To do this, you should:

  • Download and save the correct form 
  • Ensure all necessary sections are filled out 
  • Make a copy for your records, and mail the completed form to Canada Life

Not the forms you're looking for? Go back to the find a form page.