LF Witness for Beneficiary Forms

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Hopetoretire
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LF Witness for Beneficiary Forms

Post by Hopetoretire »

Need to change beneficiaries for TFSA's and RSP's due to beneficiary death (remote/online banks, some in MB credit unions but I'm in ON). Family and friends are beneficiaries and can't be witness. Where or who can sign as a witness on these forms - is there a free/cheap legal service or community service or public service somewhere in GTA? All of this can't be done electronically unfortunately. Thanks!
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AltaRed
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Re: LF Witness for Beneficiary Forms

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I've always enlisted a close neighbour or co-worker for all these things.
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kcowan
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Re: LF Witness for Beneficiary Forms

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I am pretty sure that your bank branch manager can act as witness.
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Hopetoretire
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Re: LF Witness for Beneficiary Forms

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Thanks! After living in the same neighbourhood for decades, I don't know my neighbours as it's a dicey area (but I'm reluctant to move), not working right now so no co-workers, and can I ask my e.g. TD bank manager to sign as witness for my Achieva beneficiaries (quite embarrassed to ask actually!)

Other suggestions ...?
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AltaRed
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Re: LF Witness for Beneficiary Forms

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If the forms don't have a minimum limitation on how long a witness needs to have known you, and I suppose depending on province, look up Commissioner of Oaths for your neighbourhood/region. Lots of paralegals have it. They may charge you $25 or so.

Added: Try your insurance broker. Someone in the office should have it. If you are a member of CAA, someone in the local office should have it.
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kcowan
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Re: LF Witness for Beneficiary Forms

Post by kcowan »

Hopetoretire wrote: 20 Jul 2017 16:40can I ask my e.g. TD bank manager to sign as witness for my Achieva beneficiaries (quite embarrassed to ask actually!)
If it is outside your comfort zone then keep looking. I find bank branch managers pretty simple these days. They know very little about investments. The worst they can do is try to sell you something.
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Jaunty
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Re: LF Witness for Beneficiary Forms

Post by Jaunty »

I used my local MPP's assistant (for a government form). It was free, of course.
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