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  2. Account Changes & Requests
  3. Designating a Beneficiary
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Designating a Beneficiary

Overview

If you do not have a spouse, you may name anyone to receive the death/survivor benefit if you pass away.

If you are in a spousal relationship, that person is your primary beneficiary unless there is a signed Spouse's Waiver on file. Your spouse would be designated as your primary beneficiary and you may choose to name a contingent beneficiary(ies) to receive the benefit if your spouse predeceases you.

Related information:

Resources to learn more about designating a beneficiary:

  •  Understand Your Pension - Beneficiary Designation
  • PEPP Talk on Designation of Beneficiary
  • PEPP Talk on Waiver of Spousal Benefits

Requirements

Forms and Documentation
  • Designation of Beneficiary form
  • Spousal Waiver of Death Benefits Prior to Retirement form (if applicable)
  • Declaration of Common-law Relationship - Member form (if applicable)
Processing Time

Beneficiary changes completed online are immediate.

If you mail a request, processing will be completed in approximately three business days of receipt of required documents.

Fees

It is free to update your beneficiary(ies).

Get Started

Recommended

Online Account

Select the Beneficiaries menu item and follow the prompts to add or edit a beneficiary. 

OR

Select My Secure Messages menu item and upload the completed and signed form(s) to PEPP.

Login

Email Option

Email the completed and signed form(s) to PEPP at pepp@plannera.ca.

Phone/Mail-in Option

Mail the completed and signed form(s) to PEPP.

Plannera Pensions & Benefits

110 - 1801 Hamilton Street

Regina, SK S4P 4W3

Contact Us
Contact Us

Plannera Pensions & Benefits

110 - 1801 Hamilton Street

Regina, SK S4P 4W3

Contact Us
Contact Us

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About the Fund

Footer Menu 1

  • Welcome to PEPP
  • Designating a Beneficiary
  • Relationship Breakdown
  • Contributing to Your Plan
  • ... view more

Footer Menu 2

  • Address Change
  • Change in Spousal Relationship
  • Name Change
  • Investment Fund Changes
  • ... view more

Footer Menu 3

  • How to Attend
  • Profiling RICs
  • Webinars
  • Workshops

Footer Menu 4

  • Fund Information and Performance
  • PEPP Board
  • Plan Governance
  • Vision, Mission and Goals
  • Reporting
  • ...view more

Employers

Insights

Footer Menu 5

  • Contact your PEPP ERCs
  • Forms, Guides and Tutorials
  • Transaction Fees
  • Employer Bulletins
  • Employer Application Criteria
  • ...view more

Footer Menu 6

  • View all Insights

Understand Your Pension

Account Changes

Footer Menu 1

  • Welcome to PEPP
  • Designating a Beneficiary
  • Relationship Breakdown
  • Contributing to Your Plan
  • ... view more

Footer Menu 2

  • Address Change
  • Change in Spousal Relationship
  • Name Change
  • Investment Fund Changes
  • ... view more

Learning Events

About the Fund

Footer Menu 3

  • How to Attend
  • Profiling RICs
  • Webinars
  • Workshops

Footer Menu 4

  • Fund Information and Performance
  • PEPP Board
  • Plan Governance
  • Vision, Mission and Goals
  • Reporting
  • ...view more

Employers

Insights

Footer Menu 5

  • Contact your PEPP ERCs
  • Forms, Guides and Tutorials
  • Transaction Fees
  • Employer Bulletins
  • Employer Application Criteria
  • ...view more

Footer Menu 6

  • View all Insights

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Public Employees Pension Plan is administered by

Copyright © 2025 Plannera

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  • Privacy Policy

Public Employees Pension Plan is administered by