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How do I designate a Beneficiary or Successor Holder for my Account(s)? (Not valid in Quebec)

To designate a Beneficiary or Successor Holder for your RSP, TFSA or RIF Account:

Step 1

Tap 'More' at the bottom of your screen

Step 2

Select 'Profile & Settings', scroll down and tap 'Forms'

Step 3

Scroll down to 'Beneficiary/Successor Designation Form' and follow the prompts.

For most provinces, you can follow the on-screen steps to complete and e-sign the form directly online or in the app — no need to print or mail anything. If you're located in a province where e-signing isn’t available, you’ll need to: print the completed form, sign (we need to have your original signature on the printed form) and mail it to us.


Don't worry—we’ll will guide you through the steps based on your location.

One thing to mention: You can't designate beneficiaries to these Accounts in the province of Quebec. Designations need to be made through a will under Quebec legislation.

Step 1

Log in if you aren't already and click your name near the top of the screen, then click 'Forms'.

Step 2

Under 'Banking Forms' you'll find the Beneficiary/Successor Designation Form.

Step 3

Scroll down to 'Beneficiary/Successor Designation Form' and follow the prompts.

For most provinces, you can follow the on-screen steps to complete and e-sign the form directly online — no need to print or mail anything. If you're located in a province where e-signing isn’t available, you’ll need to: print the completed form, sign (we need to have your original signature on the printed form) and mail it to us.


Don't worry—we’ll will guide you through the steps based on your location.

One thing to mention: You can't designate beneficiaries to these Accounts in the province of Quebec. Designations need to be made through a will under Quebec legislation.