Enter beneficiary information
Enter name and contact information for beneficiaries on any of the following worksheets or slips. Information flows automatically between them:
- Beneficiary Information worksheet (short name Beneficiary)
- Beneficiary Allocation worksheet (short name Allocation)
- Individual T3Ben slips that will be distributed to beneficiaries
The type of information available on each form differs slightly. For example, the Beneficiary worksheet provides fields to enter the address and contact information, as does the T3Ben slip. The Allocation worksheet only allows entry and editing of the name of the beneficiary. If you spot a typo or change your mind about a piece of beneficiary information, you don't need to chase down the source field. Make the change where and when you see it.