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Joint Designation of an Amount Respecting a Deceased Annuitant's Advanced Life Deferred Annuity

This form is for the legal representative of an annuitant of an advanced life deferred annuity (ALDA) contract who received an amount under that contract after the annuitant's death and a qualifying survivor of the deceased annuitant who is entitled to all or part of the amount in full or partial satisfaction of the survivor's rights as a beneficiary of the annuitant's succession. They can use this form to jointly designate an amount received by the legal representative under the ALDA contract as an amount that was received by the qualifying survivor and not the legal representative.


To complete the form, save it to your computer and open it in Adobe Reader.

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2023-02 version

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