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Life Events > Beneficiary Designation
Always review your beneficiary designations after any major life event. You can update your beneficiary at any time. Here’s how:
If you don’t designate a beneficiary, the plans have default rules that determine to whom benefits would be paid. Refer to the Summary Plan Descriptions for further details.
A beneficiary is a person, trust or an estate that will receive payouts from your life insurance, retirement accounts and other plans upon your death.
401(k) Beneficiary Designation Form
Employee Share Purchase Plan Beneficiary Designation Form
Bank of Montreal