Change your beneficiary

Group Benefits through work*:

You can update your beneficiaries one of two ways: by signing in to the plan member site, or by downloading and sending us a form.

Option one:

1. Sign in on the plan member site.
2. In the left menu, select Information & Assistance.
3. Click Forms.
4. Click Administration Forms. Under that list of forms, you'll find the Beneficiary Designation form for changing a beneficiary.

Option two:

1. Download the Beneficiary designation form 
2. Print, fill out, and sign the form
3. Send the signed form to us at the address written on the form

For more information about naming a beneficiary, check out our Naming a beneficiary – What you should know web page.

* Note: every group benefits plan is different. These steps may not work for all plans. For more assistance, please call our Customer Service Centre.

Group retirement plan through work:

You can update your beneficiaries in one of two ways: by signing in to your plan on the website, or by downloading and sending us a form.

Option one:

1. Sign in to your plan on the website
2. Go to My Profile
3. Click on Manage my profile
4. Find Beneficiary Information
5. Click Update and follow the steps

Option two:

1. Download the correct form for your type of investment:
   Change request (GP0768E)– RRSP, TFSA, LIRA, RPP, NRSP
   Change request (GP4992E) – RRIF, LIF, LRIF, PRIF, RLIF
2. Print, fill out, and sign the form. Note: If you named an 'irrevocable beneficiary', they'll also have to sign the form for us to make the change.
3. Send the signed form to us at the address written on the form.  

You can also scan the signed form and send it to us online:

1. Sign in to your plan on the website
2. Click My Account
3. Select Send documents and follow the steps

Need help? Call us: 1-888-727-7766, Monday to Friday, 8 a.m. to 8 p.m. ET.

To update a beneficiary:

1. Download the Beneficiary designation form (NN0283E)
2. Fill out, and sign the form
3. Save the signed form to your computer.
4. Send the signed form to us at the address written on the form.

To update a beneficiary:

1. Download the Affinity markets – Policy Service Beneficiary designation form (AF1320E)
2. Fill out, and sign the form
3. Save the signed form to your computer
4. Send the signed form to us at the address printed on the form

For a list of affinity organizations, visit our affinity support page.

To update a beneficiary for an RRSP, RRIF or TFSA:

1. Download the Beneficiary and Successor Holder/Annuitant Designation form (AB0805E)
2. Fill out and sign the form
3. Save the signed form to your computer
4. Send the signed form to us at the address printed on the form

To find more bank forms, visit our Find a Manulife Bank form page.