Form preview

Get the free Insurance (Nomination of Beneficiaries) Regulations 2009 - Form 4

Get Form
This Form is used to make a revocable nomination regarding one relevant policy under the Insurance Act. It outlines the process for policy owners, including requirements for nominations, witnesses,
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign insurance nomination of beneficiaries

Edit
Edit your insurance nomination of beneficiaries form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your insurance nomination of beneficiaries form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing insurance nomination of beneficiaries online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the guidelines below to benefit from the PDF editor's expertise:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
Edit insurance nomination of beneficiaries. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
Dealing with documents is simple using pdfFiller.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out insurance nomination of beneficiaries

Illustration

How to fill out Insurance (Nomination of Beneficiaries) Regulations 2009 - Form 4

01
Read the instructions carefully provided with the Form 4.
02
Fill in your personal details including your name, address, and policy number in the relevant sections.
03
Identify and write down the beneficiaries you wish to nominate, providing their full names and relationship to you.
04
Indicate the percentage share of the benefits for each nominated beneficiary, ensuring the total adds up to 100%.
05
Sign and date the form at the designated section.
06
Submit the completed form to your insurance provider and keep a copy for your records.

Who needs Insurance (Nomination of Beneficiaries) Regulations 2009 - Form 4?

01
Individuals who own an insurance policy and want to specify beneficiaries for the policy proceeds.
02
Policyholders who have experienced significant life changes such as marriage, divorce, or family additions.
03
Anyone wishing to update or make their beneficiary designations clear to avoid potential disputes.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.8
Satisfied
55 Votes

People Also Ask about

You can nominate one or more persons. Beneficiaries should include your spouse or partner, your children, any person financially dependent on you (a parent or sometimes even your domestic worker) or any person you want to receive a part of your benefit.
(1)The holder of a policy of life insuranceon hi s own life may, when effecting the policy or at any time before the policy matures for payment, nominate the person or persons to whom the money secured by the policy shall be paid in the event of hi s death:Provided that, where any nominee is a minor, it shall be lawful
In essence, the nominee meaning or you can say the payee meaning lies in representation and management, whereas the beneficiary meaning revolves around financial gain.
A nominee is a person who holds the property of the deceased until he has to distribute this property to the legal heirs. In a life insurance policy, the beneficiary is an individual you nominate to receive the policy proceeds after an unfortunate incident occurs.

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Insurance (Nomination of Beneficiaries) Regulations 2009 - Form 4 is a prescribed form that allows policyholders to officially nominate beneficiaries for their insurance policies. This regulation ensures that the benefits of the policy are distributed according to the policyholder's wishes upon their death.
All policyholders who wish to specify or amend the beneficiaries of their life insurance or endowment policies are required to file Insurance (Nomination of Beneficiaries) Regulations 2009 - Form 4.
To fill out the form, policyholders must provide their personal details, details of the policy, the names and details of the nominated beneficiaries, and the relationship of the beneficiaries to the policyholder. It's important to sign and date the form to validate the nominations.
The purpose of Form 4 is to provide a clear and legally recognized mechanism for policyholders to declare their chosen beneficiaries, ensuring that the insurance proceeds are distributed as intended when the policyholder passes away.
The form must report the policyholder's full name, policy details (policy number, type of insurance), beneficiary details (name, address, relationship), and any instructions regarding the distribution of the funds among multiple beneficiaries.
Fill out your insurance nomination of beneficiaries online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.