Beneficiary Before 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, you may name anyone to receive the death 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. Your spouse would be designated as your primary beneficiary and you may choose to name a contingent beneficiary(ies) to receive the benefit if your spouse predeceases you.

Requirements

Forms and Documents

MEPP Designation of Beneficiary 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 Spousal Waiver of Pre-Retirement Suvivor 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).

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.