Trustee or beneficiary changes
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
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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.
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