Beneficiary At Retirement

Overview

Keeping your beneficiary(ies) up to date ensures your benefits will be handled according to your wishes should you die.

Related information:

If you do not have a spouse at retirement, you may name anyone to receive the survivor benefit if you pass away.

If you are in a spousal relationship, that person is your primary beneficiary unless there is a signed Spouse's Waiver on file. If a Spouse's Waiver is completed, you may name anyone to receive the survivor benefit.

Requirements

Forms and Documents

MEPP Designation of Beneficiary at Retirement form

To add/remove a spouse at retirement, you will be required to send in additional documentation such as a marriage/divorce/death certificate or Spouse's Waiver of 60% Post-Retirement Survivor Benefit

Processing Time

Beneficiary changes completed online are immediate.

Mailed beneficiary change requests processing time can vary. To avoid delays be sure to include all of the required documents.

Fees

There are no fees to update your beneficiary(ies) at retirement.

Get Started

Online Account

Select the Beneficiaries menu item and follow the prompts to add or edit a beneficiary.

Select My Secure Messages menu item and upload the completed and signed form(s) to MEPP.

Email Option

Email the completed and signed Designation of Beneficiary form and Spousal Waiver form (if applicable) to MEPP at mepp@plannera.ca.

Phone/Mail-in Option

Mail the completed and signed Designation of Beneficiary form and Spousal Waiver form (if applicable) to MEPP.