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Setting up a beneficiary(s) will ensure that the funds in this account are dealt with appropriately in the event of your death.

"},{"bindingPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Code","bindOnChange":true,"bindonSelect":true,"controlOptions":{"descriptionControlId":"beneficiator1-relationship-description","optionsJsonPath":"$.Private.Lists.BeneficiaryDesignationsList"},"controlType":"Input","customClasses":"pb-2","dropdownSettings":{"bindOnChange":true,"bindOnSelect":true,"labelJsonPath":"$.Description","valueJsonPath":"$.Code"},"id":"beneficiary-designation","inputMode":"Required","label":"How would you like to designate the beneficiary(s) for this 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fa-info-circle","helpText":"Not to worry, successors or beneficiaries can be added or amended later through your local Servus branch or by calling 1.877.378.8728.","id":"helpText-1"},{"allConditionsMustBeMet":true,"conditions":[{"targetJsonPath":"$.Private.Offers[0].ProductType","targetValue":"RspTermDeposit"},{"targetJsonPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Code","targetValue":1}],"controlType":"HelpText","helpIcon":"fal fa-info-circle","helpText":"Not to worry, beneficiaries can be added or amended later through your local Servus branch or by calling 1.877.378.8728.","id":"helpText-2"},{"conditions":[{"targetJsonPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Code","targetValue":2}],"controlType":"HelpText","helpIcon":"fal fa-info-circle","helpText":"A successor holder is a spouse or common-law partner of the holder at the time of death. This individual will become the new account holder.","id":"helpText-3"},{"conditions":[{"targetJsonPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Code","targetValue":3}],"controlType":"HelpText","helpIcon":"fal fa-info-circle","helpText":"Proceeds of this account will be fully disbursed to your designated beneficiary.","id":"helpText-4"},{"conditions":[{"targetJsonPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Code","targetValue":4}],"controlType":"HelpText","helpIcon":"fal fa-info-circle","helpText":"Proceeds of this account will be equally disbursed between your designated beneficiaries.","id":"helpText-5"},{"conditions":[{"targetJsonPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Code","targetValue":5}],"controlType":"HelpText","helpIcon":"fal fa-info-circle","helpText":"Proceeds of this account will be equally disbursed amongst up to three (3) surviving beneficiaries.","id":"helpText-6"}],"id":"beneficiary-designation-section","title":"Beneficiary Designation"},{"allConditionsMustBeMet":true,"conditions":[{"targetJsonPath":"$.Private.Offers[0].ProductType","targetValue":"TfsaTermDeposit"},{"targetJsonPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Code","targetValue":2}],"controls":[{"controlType":"HTML","description":"

I designate the person named below as successor holder of the proceeds payable under the {$.Private.DefaultProductName1} in the event of my death.

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Beneficiary 1

"},{"conditions":[{"operator":"Equals","targetJsonPath":"$.Private.Offers[0].ProductType","targetValue":"TfsaTermDeposit"}],"controlType":"HTML","customClasses":"pb-2","description":"I designate the person named below as beneficiary(s) of the proceeds payable under the {$.Private.DefaultProductName1} in the event of my death."},{"bindingPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Beneficiary1.BeneficiaryType.Code","controlType":"Input","defaultValue":"Individual","id":"beneficiary1-type-code1","template":"Hidden"},{"bindingPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Beneficiary1.BeneficiaryType.Description","controlType":"Input","defaultValue":"Individual","id":"beneficiary1-type-description1","template":"Hidden"},{"bindingPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Beneficiary1.Title","controlOptions":{"descriptionControlId":"beneficiary1-title-description","optionsJsonPath":"$.Private.Lists.Titles"},"controlType":"Input","customClasses":"pb-2","customValidationMessages":{"required":"Please enter your beneficiary's title."},"dropdownSettings":{"bindOnSelect":true,"idJsonPath":"$.Description","labelJsonPath":"$.Description"},"id":"beneficiary1-title","inputMode":"Required","label":"Title","template":"DropDown"},{"bindingPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Beneficiary1.FirstName","controlType":"Input","customClasses":"pb-2","customValidationMessages":{"required":"Please enter your beneficiary's first name."},"id":"beneficiary1-firstname","inputMode":"Required","label":"First name","maxLength":19,"regexMessage":"This field does not accept input of numbers or special characters other than - (hyphen) and ' (apostrophe)","regexPattern":"^[A-Za-z '-]+$","template":"TextBox","transformStringTo":"Titlecase"},{"bindingPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Beneficiary1.LastName","controlType":"Input","customClasses":"pb-2","customValidationMessages":{"required":"Please enter your beneficiary's last name."},"id":"beneficiary1-lastname","inputMode":"Required","label":"Last name","maxLength":38,"regexMessage":"This field does not accept input of numbers or special characters other than - (hyphen) and ' (apostrophe)","regexPattern":"^[A-Za-z '-]+$","template":"TextBox","transformStringTo":"Titlecase"},{"bindingPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Beneficiary1.Relationship.Code","controlOptions":{"descriptionControlId":"beneficiary1-relationship-description","optionsJsonPath":"$.Private.Lists.Relations"},"controlType":"Input","customClasses":"pb-2","customValidationMessages":{"required":"Please select the relationship between beneficiary and you."},"dropdownSettings":{"bindOnSelect":true,"labelJsonPath":"$.Description","valueJsonPath":"$.Code"},"id":"beneficiary1-relationship","inputMode":"Required","label":"Relationship","template":"DropDown"},{"allConditionsMustBeMet":true,"conditions":[{"targetJsonPath":"$.Private.Offers[0].ProductType","targetValue":"RspTermDeposit"}],"controlType":"HelpText","helpIcon":"fal fa-info-circle","helpText":"Your designation of beneficiary will not be revoked or changed automatically by any future marriage or divorce. 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Beneficiary 2

"},{"conditions":[{"operator":"Equals","targetJsonPath":"$.Private.Offers[0].ProductType","targetValue":"TfsaTermDeposit"}],"controlType":"HTML","customClasses":"pb-2","description":"I designate the person named below as beneficiary(s) of the proceeds payable under the {$.Private.DefaultProductName1} in the event of my death."},{"bindingPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Beneficiary2.BeneficiaryType.Code","controlType":"Input","defaultValue":"Individual","id":"beneficiary2-type-code1","template":"Hidden"},{"bindingPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Beneficiary2.BeneficiaryType.Description","controlType":"Input","defaultValue":"Individual","id":"beneficiary2-type-description1","template":"Hidden"},{"bindingPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Beneficiary2.Title","controlOptions":{"descriptionControlId":"beneficiary2-title-description","optionsJsonPath":"$.Private.Lists.Titles"},"controlType":"Input","customClasses":"pb-2","customValidationMessages":{"required":"Please enter your beneficiary's title."},"dropdownSettings":{"bindOnSelect":true,"idJsonPath":"$.Description","labelJsonPath":"$.Description"},"id":"beneficiary2-title","inputMode":"Required","label":"Title","template":"DropDown"},{"bindingPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Beneficiary2.FirstName","controlType":"Input","customClasses":"pb-2","customValidationMessages":{"required":"Please enter your beneficiary's first name."},"id":"beneficiary2-firstname","inputMode":"Required","label":"First name","maxLength":19,"regexMessage":"This field does not accept input of numbers or special characters other than - (hyphen) and ' (apostrophe)","regexPattern":"^[A-Za-z '-]+$","template":"TextBox","transformStringTo":"Titlecase"},{"bindingPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Beneficiary2.LastName","controlType":"Input","customClasses":"pb-2","customValidationMessages":{"required":"Please enter your beneficiary's last name."},"id":"beneficiary2-lastname","inputMode":"Required","label":"Last name","maxLength":38,"regexMessage":"This field does not accept input of numbers or special characters other than - (hyphen) and ' (apostrophe)","regexPattern":"^[A-Za-z '-]+$","template":"TextBox","transformStringTo":"Titlecase"},{"bindingPath":"$.Private.Products[0].ProductDetail.BeneficiaryDesignations.Beneficiary2.Relationship.Code","controlOptions":{"descriptionControlId":"beneficiary2-relationship-description","optionsJsonPath":"$.Private.Lists.Relations"},"controlType":"Input","customClasses":"pb-2","customValidationMessages":{"required":"Please select the relationship between beneficiary and you."},"dropdownSettings":{"bindOnSelect":true,"labelJsonPath":"$.Description","valueJsonPath":"$.Code"},"id":"beneficiary2-relationship","inputMode":"Required","label":"Relationship","template":"DropDown"},{"allConditionsMustBeMet":true,"conditions":[{"targetJsonPath":"$.Private.Offers[0].ProductType","targetValue":"RspTermDeposit"}],"controlType":"HelpText","helpIcon":"fal fa-info-circle","helpText":"Your designation of beneficiary will not be revoked or changed automatically by any future marriage or divorce. 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Print off the form below or save it as a PDF. Enter the missing details (the ones we can't fill in for you) and then provide this to your employer or to the government.

Printing off a CRA Direct Deposit Enrolment Form? You must also submit a Confirmation of Account form along with any CRA direct deposit enrolments. The Confirmation of Account form will act as a void cheque.

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Transfer funds from your old financial institution to your new Servus account using Interac e-Transfer by following these steps:

Step 1
Sign in to your old mobile or online banking and add your new Servus account as an Interac e-Transfer contact.

Step 2
Initiate an e-Transfer to your new Servus account. You may need to disable Autodeposit if you have it enabled.

Step 3
Once you receive the transfer notification, choose Servus as your institution and select your new Servus account to deposit your funds.

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Something Went Wrong

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