Beneva Annuity


Annuities from Beneva

A Beneva Annuities are safe investments that guarantee lifelong income regardless of market performance.

Talk to a Beneva Agent/Broker

The best way to learn more about annuities from Beneva is to contact a Beneva insurance agent or broker who speciallizes in annuity sales. An annuity broker deals with more than one company and can help you compare monthly incomes from all the different life insurance companies that sell annuities in Canada.

How to buy an annuity from Beneva

  1. Start by completing a Beneva annuity quote.
  2. Completing a Beneva annuity quote below is the first step in calculating your monthly income based on your personal needs.
    Click here to get a Beneva Annuity Quote

    beneva annuity calculator
    Figure 1. Beneva Annuity Calculator

  3. Receive your Beneva Annuity Illustration by email.
  4. Once you submit your information, we'll calculate your annuity payout and send you the Beneva Annuity Illustration the same day. Here is an example of a Beneva Annuity Illustration.

    Figure 2. Beneva Annuity Illustration

  5. Complete the Beneva Annuity Application.
  6. After reviewing the annuity illustration, the annuity broker will take down your information and complete the annuity application for you. Here is an example of a Beneva Annuity Application.

    beneva annuity application
    Figure 3. Beneva Annuity Application

  7. Complete the transfer form(s).
  8. The annuity broker will complete the transfer forms that are necessary. Registered funds like your RRSP, RRIF or RPP are transfered from one institution to another using a transfer form. If the funds are coming from a non-registered source the annuity broker will ask you for a cheque that is payable to Beneva.

    Figure 4. Transfer Form

  9. The following items are sent to Beneva:
    • Beneva Annuity Application
    • Beneva Annuity Illustration
    • Transfer Form (for registered funds) or
    • Cheque payable to Beneva (for non-registered funds)
    • Void cheque for the payment of the monthly income
    • Copy of a government issued photo ID

  10. Your Beneva Annuity Policy is issued and mailed.

Your annuity policy will be issued when the registered funds are transferred. Or when the non-registered funds have been cashed.

Figure 6. Beneva Annuity Policy

To Begin, Request A Beneva Annuity Quote

Enter Your Annuity Details Amount is required.

Select type of funds.

Select guarantee period.

First Annuitant Select gender.

Select day of birth. Select month of birth. Select year of birth.
Second Annuitant (not required)

Contact Details
Name is required.

Province is required.

Email is required.

Area code is required.
3 digit prefix is required. 4 digit line number is required.

Select time to contact.

About Beneva

Beneva is La Capitale and SSQ Insurance coming together as one company. Beneva is built on shared human values and powered by 75 years of experience.


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