Workers United Canada Retirement Plan (the “Plan”)

Registration of Personal Information and Beneficiary Designation Form

Registration No. 0351791

This is the accessible version of the form, designed for screen-reader and keyboard use. Fields marked * (required) must be completed. All dates use the format year-month-day.

Section 1 — Member information

Please inform the Plan administrator immediately of any changes to this information.

9 digits. This is sensitive information.

Gender
Mailing address

For example, M9W 6K4.

By providing your e-mail address, you authorize its use for communications with you, if applicable.

Relationship status
Preferred language

Section 2 — Spousal information

If you have a spouse, provide your spouse’s information below. See the “Definition of spouse” at the end of this form for your province.

Spouse’s gender

Section 3 — Designation of beneficiary or beneficiaries

In the event of your death before receiving a benefit from the Plan, any pre-retirement death benefit that becomes payable will be paid to the person who is your spouse on your date of death. If you do not have a spouse (or in some provinces, where spouses are living separate and apart), or if your spouse has waived their entitlement, the pre-retirement death benefit is payable to your designated beneficiary. If you have not designated a beneficiary, any benefit that becomes payable will be paid to your estate.

If you designate more than one beneficiary, the total of the designated percentages must equal 100%.

Beneficiary 1
Beneficiary 2
Designation of underage beneficiary

If any of the beneficiaries you have designated are under the age of majority, you must name a trustee to receive and disburse monies payable during minority. Any payment made to the trustee discharges the Plan to the extent of such payment.

Section 4 — Authorization

Before signing this form, please read the “Explanation” and the “Authorization” below. If you need clarification, contact the Plan administrator.

Explanation

Authorization

Electronic signature

Filled in automatically with today’s date.