Change your beneficiaries

Last updated: May 29, 2019

The person responsible for your plan is usually the only person who can make changes to the beneficiaries listed in a plan member’s account. However, under some plans, members are able to log into their accounts and make changes directly. If that’s the case for you, follow this procedure.

Before you start

  • Our intuitive tool will guide you through the process. If you have questions along the way, use the Help tool or contact the person responsible for your plan.
  • You might see different options and fields than what’s shown here, depending on your plan. If there’s any information you can’t see or make changes to, contact the person responsible for your plan.

Steps

  1. Log in to your account. Need help logging in?
  2. Click Your account, then Enrolment and coverage.

    Don’t see this option?

    That probably means your plan doesn’t allow you to change your beneficiaries online. Fill out Form 20007A (PDF, 1.2 MB) Opens in a new window. and give it to the person responsible for your plan so that they can make the changes for you.

  3. To edit your list of beneficiaries, click Beneficiaries in the menu on the left.

    Don’t see this option?

    That probably means your plan doesn’t allow you to change your beneficiaries online. Fill out Form 20007A (PDF, 1.2 MB) Opens in a new window. and give it to the person responsible for your plan so that they can make the changes for you.

  4. Your list of beneficiaries will be displayed. Find the insurance option for which you would like to change beneficiaries, then click Choose Beneficiaries.

  5. To add a beneficiary, click Add New Beneficiary (1). To change the percentage attributed to each beneficiary, simply enter the new percentages (2). To remove a beneficiary, enter 0% beside their name or click on the trash icon (if it appears). Click Save (3) once you’re finished making changes.

  6. If you added a beneficiary, enter the required information and click Add.

  7. Enter the percentage attributed to this beneficiary and make sure the total for all beneficiaries comes to 100%. Click Save.

  8. Your changes have been saved. A message specific to your plan type will appear at the top of the screen (1). Follow the instructions to confirm your changes.