--- title: "Insurance | Beneficiary changes: Take the fast track" description: Did you know that you can change or correct a beneficiary’s name online for all policies that are part of the modernized experience? image: https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/OG_PROJ-19-6_Hero_INSTANT_IA_EN.jpg --- [![iA-EN](https://iaconnected.ia.ca/hubfs/iAAH/Common/Logos/iA-EN.svg "iA-EN")](https://iaconnected.ia.ca/) [FR](https://linstantia.ia.ca/changement-de-beneficiaire-passez-par-la-voie-express/tags/evolution-numerique) # iA CONNECTED Your ongoing source of information. ![Hero\_image\_seul\_Dskp](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/Hero_image_seul_Dskp.jpg) ![Hero\_Instant\_iA\_Modifie\_dsktp](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/Hero_Instant_iA_Modifie_dsktp.jpg) [Home](https://iaconnected.ia.ca/) ### Insurance | Beneficiary changes: Take the fast track October 15, 2026 Share with your colleagues | [![iA Groupe financier - Facebook](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-fb.png?width=31&name=ico-fb.png)](https://www.facebook.com/sharer/sharer.php?u=https://iaconnected.ia.ca/beneficiary-changes-take-the-fast-track/tags/digital-evolution) [![iA Groupe financier - Linkedin](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-in.png?width=39&name=ico-in.png)](https://www.linkedin.com/sharing/share-offsite/?url=https://iaconnected.ia.ca/beneficiary-changes-take-the-fast-track/tags/digital-evolution) [mailto:?subject=[Shared%20article]%20Insurance%20|%20Beneficiary%20changes:%20Take%20the%20fast%20track&body=I%20recommend%20that%20you%20read%20the%20article%20'Insurance%20|%20Beneficiary%20changes:%20Take%20the%20fast%20track'%20on%20iA%20CONNECTED:%20https://iaconnected.ia.ca/beneficiary-changes-take-the-fast-track/tags/digital-evolution](mailto:?subject=[Shared%20article]%20Insurance%20|%20Beneficiary%20changes:%20Take%20the%20fast%20track&body=I%20recommend%20that%20you%20read%20the%20article%20'Insurance%20|%20Beneficiary%20changes:%20Take%20the%20fast%20track'%20on%20iA%20CONNECTED:%20https://iaconnected.ia.ca/beneficiary-changes-take-the-fast-track/tags/digital-evolution) Insurance | Beneficiary changes: Take the fast track 1:14 Did you know that you can change or correct a beneficiary’s name online for all policies that are part of the modernized experience?\* In just a few clicks, you can make changes in the Advisor Centre, which means no paper forms and no processing delays. Also, your clients can make changes themselves in My Client Space. Not only does this give clients more control, but it also helps reduce the risk of data entry errors, especially when it comes to beneficiaries’ first and last names. **Practical advantages** Making beneficiary changes online lets you: - make updates in real time - eliminate processing delays - avoid paper forms - spend more time advising your clients - give your clients more control **Make a beneficiary change in just a few clicks** To learn more, visit [this section](https://share.articulate.com/ikEOfzHbqCP-YRkvUBjS0#/lessons/zn4d-ipK2DQvK9C-P2sQiH6LepfDDa9N) of the digital guide.   ### Tip! Before you reach for a paper form, check to see if you can do what you want online. It’s the quickest way to support your clients and help move their request along without the extra back-and-forth. Psst... if your client makes changes themselves, you’ll be notified through the Business Tracker. \* Access Life sold since April 2024, Transition sold since November 24, 2025, and term life and whole life insurance sold since March 30, 2026.   | **Putting digital into practice** Find all our articles on insurance digital transformation by visiting the [Digital evolution](https://iaconnected.ia.ca/tag/digital-evolution) category : 1. [Insurance \| Instant billing changes](https://iaconnected.ia.ca/insurance-instant-billing-changes/tags/digital-evolution) 2. [Online transactions \| Take the fast track!](https://iaconnected.ia.ca/online-transactions-take-the-fast-track/tags/digital-evolution) 3. ### [Organization as an applicant \| E-signature now available in EVO Insurance](https://iaconnected.ia.ca/enhanced-electronic-signature-process/tags/digital-evolution) | | --- |   ![](https://iaconnected.ia.ca/hs-fs/hubfs/image-png-Oct-02-2026-05-19-32-6724-PM.png?width=540&height=360&name=image-png-Oct-02-2026-05-19-32-6724-PM.png)   Topic : [Digital evolution](https://iaconnected.ia.ca/tag/digital-evolution) Written by [iA](https://iaconnected.ia.ca/author/ia) [Previous](https://iaconnected.ia.ca/insurance-instant-billing-changes/tags/digital-evolution) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. ### Categories - [Assurance (1)](https://iaconnected.ia.ca/tag/assurance) - [Digital evolution (29)](https://iaconnected.ia.ca/tag/digital-evolution) - [Economic news (4)](https://iaconnected.ia.ca/tag/economic-news) - [Insurance (58)](https://iaconnected.ia.ca/tag/insurance) - [Miscellaneous (7)](https://iaconnected.ia.ca/tag/miscellaneous) - [Portfolio Managers (9)](https://iaconnected.ia.ca/tag/portfolio-managers) - [Savings (51)](https://iaconnected.ia.ca/tag/savings) ### Stay informed [![Your tools](https://iaconnected.ia.ca/hubfs/Covid_microsite/en/Button-tools-en.png "Your tools")](https://iaconnected.ia.ca/your-tools) [![Procedures and FAQ](https://iaconnected.ia.ca/hubfs/Covid_microsite/en/Button-PROCEDURES-en.png "Procedures and FAQ")](https://iaconnected.ia.ca/useful-links) ![La compil macro](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2026/WGAM-1-7_Microsite_Playlist_Macro_PPT2_1920x1080_EN.jpg) ### The economic ideas driving the markets! With Sébastien Mc Mahon and his team Visit the blog ### iAGAM Insights Stay up to date with Keys to the market, economic reviews from our experts and more! Read the articles - [Contact us](https://linstantia.ia.ca/contact-us) - [Advisor center](https://iaa.secureweb.inalco.com/MKMWPVP5/Home/NoAuth) - [Web showcase](https://web-showcase.ia.ca/) - [Accessibility](https://ia.ca/accessibility) - [Privacy and security](https://ia.ca/protection-personal-information) - [Terms of use](https://ia.ca/terms-use) - Cookies preference | [![iA Groupe financier - Facebook](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-fb.png?width=31&name=ico-fb.png)](https://www.facebook.com/iacanada) | [![iA Groupe financier - Twitter](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-tw.png?width=40&name=ico-tw.png)](https://twitter.com/iacanada) | [![iA Groupe financier - Linkedin](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-in.png?width=39&name=ico-in.png)](https://www.linkedin.com/company/industrielle_alliance) | [![iA Groupe financier - Youtube](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-yt.png?width=40&name=ico-yt.png)](https://www.youtube.com/user/IAquebec) | [![iA Groupe financier - Instagram](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-ig.png?width=42&name=ico-ig.png)](https://www.instagram.com/ia_canada) | | --- | --- | --- | --- | --- | Get ahead © Industrial Alliance Insurance and Financial Services Inc. – iA Financial Group. All rights reserved. ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://iaconnected.ia.ca/media-transcripts/224012810930/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://4733265.fs1.hubspotusercontent-na1.net/hubfs/4733265/video_assets/224012810930/inherited/web_optimized.mp4", "dateModified" : "2026-10-09T15:47:50.934Z", "duration" : "PT1M12S", "height" : 1080, "name" : "PROJ-46-4-9_VideoDemo_Modernia_ChangementBeneficiaire_EN", "thumbnailUrl" : "https://dmh.ia.ca/hubfs/PROJ-46-4-9_VideoDemo_Modernia_ChangementBeneficiaire_EN.mp4/medium.jpg", "uploadDate" : "2026-10-09T15:47:38.396Z", "width" : 1920 } ```