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For your designations to be honored, the Fund must receive your notarized form prior to your date of death. Please carefully read the instructions below. Forms that are incomplete, not accurately completed or not notarized will be returned for correction.

Can a Successor Annuitant other than the spouse be named? FOR A CONTRACT REGISTERED AS A LOCKED-IN RRSP, LIRA, RRIF, LIF OR TFSA: A: No, only the spouse of the Annuitant can be named as the Successor Annuitant for a registered contract (RRSP*/LIRA*/Locked-in RRSP*, RRIF/LIF or TFSA).

Complete your application. Review account types, required ID and documentation. Fund your account. Learn about minimum account balances (if applicable) Start trading. Experience online investing with. our award-winning platform.

You must go to your bank in person to add the beneficiary to your account. Bring along your photo ID, bank account information and beneficiary information. If you want to name multiple beneficiaries, you will need each beneficiary's name and address.

A beneficiary is the person or entity named in a life insurance policy, retirement plan or health savings account. This is the person that receives the benefit upon death. The beneficiary designation on file at the time of death is binding in the payment of your benefits.

General InstructionsWrite only one beneficiary on each line. Make sure that you write the full names of all beneficiaries. For example, if you name you children as beneficiaries, DO NOT merely write children on one of the lines; instead write the full names of each of your children on separate lines.

BMO Investorline Account Types: TFSA, RRSP, Non-Registered As one of Canada's top online brokers, BMO Investorline gives you access to essentially every type of investable account in Canada, including: Non-registered accounts (both CAD and USD) Margin Accounts.

Choose your BMO InvestorLine Self-Directed account Before you start, decide what type of online trading account you'd like to open: TFSA. RESP. RRSP.

A beneficiary is the person or entity you name in a life insurance policy to receive the death benefit. You can name: One person. Two or more people.

An example of a beneficiary is the person who you leave your house to when you die. ... The institution or person who receives cash or an investment; typi-cally used to refer to people who inherit money or property through a will, or people who receive the proceeds from a life insurance policy, annuity, or trust.

The BMO InvestorLine Mobile Investing app gives you a comprehensive platform to place trades securely on the go. ... Download the app now and get the most out of your BMO Self-Directed account by enjoying the convenience of trading on the go.

Cash or margin Investments in a Cash account are flexible and can be taken out any time, while a Margin account lets you borrow money to help grow your portfolio. Great for: Active traders and anyone who's maxed out their RRSP and TFSA. No minimum balance.