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FundsAtWork Umbrella Funds Beneficiary nomination form Member numbers A copy of the ID / Passport of the member and his / her beneficiaries defendants ...

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How to fill out fundsatwork beneficiary nomination form

01

Step 1: Obtain the fundsatwork beneficiary nomination form from your employer or the financial institution managing your funds.

02

Step 2: Start by providing your personal information in the form, including your full name, address, and contact details.

03

Step 3: Identify the investment plan or account for which you are completing the nomination form.

04

Step 4: List the beneficiaries you wish to designate by providing their full names, dates of birth, and relationship to you.

05

Step 5: Clearly indicate the percentage of the benefit each beneficiary should receive upon your death.

06

Step 6: Review the completed form for accuracy and make any necessary corrections.

07

Step 7: Sign and date the form in the designated spaces.

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Step 8: Submit the filled-out beneficiary nomination form to your employer or the financial institution managing your funds.

Who needs fundsatwork beneficiary nomination form?

01

Anyone who has a fundsatwork investment plan or account and wants to ensure that their assets are correctly distributed among beneficiaries after their death.

02

This form is particularly important for individuals with dependents or specific individuals in mind to inherit their funds.

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