How can I update the beneficiary(ies) or successor on my account(s)?

To update your beneficiary or successor holder, you will have to complete the Beneficiary Change form. 

This form can be found on the Client Portal under Forms and Resources - Olympia Forms.  

TFSA accounts can have Beneficiaries, and a Successor Holder added.  

RRIF, LIF, New LIF, LRIF,PRIF, and RLIF can have Beneficiaries, and a Successor Annuitant added. 

All other account types can only have Beneficiaries added

 

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