To name or designate a beneficiary to a registered account opened at WealthBar, simply fill out a Beneficiary and Contingent Beneficiary Designation form and upload the completed form to your WealthBar Documents Page.
For RRIFs and TFSAs, you can designate your spouse or common-law partner as a successor to the account, however, you will not be able to also name other individuals as beneficiaries.
You will need to fill out one form per account, and a new form will need to be submitted if you wish to make any updates to your designations.
The Beneficiary Designation form only supports registered accounts. Non-registered accounts can only be disbursed to your estate directly.
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