BMO Investorline - Beneficiary records
My wife and I have 6 accounts at BMOIL. 2 RRIFs, 2 TFSAs and two unregistered accounts.
For estate planning purposes, I need proof of ownership and beneficiaries for these accounts. I have looked on-line and find nothing on the BMOIL site. Seems it SHOULD be there.
We have the application forms we filled in, with beneficiaries named for our TFSAs and RRIFs, but nothing from BMOIL confirming the accounts were actually set up that way. We have a copy of the application for for one joint account, but not the other (they have different primary owners)
We think we know, but my concern is that should one or both of us pass away, the executors will need to know the legal ownership of each account. Same is true for our BMO bank accounts.
Does anyone know if this information is on the BMOIL site somewhere?
For estate planning purposes, I need proof of ownership and beneficiaries for these accounts. I have looked on-line and find nothing on the BMOIL site. Seems it SHOULD be there.
We have the application forms we filled in, with beneficiaries named for our TFSAs and RRIFs, but nothing from BMOIL confirming the accounts were actually set up that way. We have a copy of the application for for one joint account, but not the other (they have different primary owners)
We think we know, but my concern is that should one or both of us pass away, the executors will need to know the legal ownership of each account. Same is true for our BMO bank accounts.
Does anyone know if this information is on the BMOIL site somewhere?