FAQ: Where Do I Add a Pre-Existing CPP Survivor Benefit?

You should enter an existing CPP Survivor benefit in "Other Taxable Income" in the Discovery > Income section. Make sure that in Discovery > Income that you have income snapshots that extend until late retirement. This may require adding an additional income snapshot using the three dot menu icon on the existing snapshot.

One thing to note however, is that the platform will not automatically calculate a reduction in a CPP Survivor Benefit that has already started. It will do this automatically when using the Survivor Scenarios but it can't do it if the CPP Survivor Benefit has started already. This means you may need to plan for a reduction in your CPP Survivor Benefit at age 65 and also when you start your CPP benefit. These are two common reduction points for CPP Survivor Benefits.