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Form Nomination of beneficiaries Privacy Act 1993 We and us refers to Fidelity Life Assurance Company Limited (Fidelity Life) and Momentum Life Limited and you refer to the Policy Owner. This form

How to fill out nomination of beneficiaries form

How to fill out nomination of beneficiaries form

1. Read the instructions provided on the nomination of beneficiaries form.
2. Ensure you have all the necessary details of the beneficiaries required to fill in the form.
3. Fill in your personal details accurately in the appropriate sections of the form.
4. For each beneficiary, provide their full name, relationship to you, date of birth, and contact information.
5. Indicate the percentage or share of the benefits you wish to assign to each beneficiary.
6. If there are multiple beneficiaries, ensure the total percentage assigned adds up to 100%.
7. Review the completed form for any errors or missing information.
8. Sign and date the nomination of beneficiaries form.
9. Submit the form as instructed, whether by mail, email, or in person.
10. Keep a copy of the completed form for your records.

Who needs nomination of beneficiaries form?

1. Anyone who has valuable assets, investments, or insurance policies and wants to specify who should receive the benefits upon their death.
2. Individuals with dependents who wish to ensure financial security for their loved ones.
3. Those who want to avoid potential conflicts or disputes among family members or other potential beneficiaries.
4. People who have retirement plans or pension funds that require designation of beneficiaries.
5. Business owners or partners who want to designate beneficiaries for business-related assets or benefits.
6. Individuals who want to leave a charitable donation as part of their estate.

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What is nomination of beneficiaries form?

The nomination of beneficiaries form is a document that allows an individual to specify who will receive their benefits or assets in the event of their death.

Who is required to file nomination of beneficiaries form?

Anyone who has assets or benefits that they want to designate to specific individuals or entities upon their death is required to file a nomination of beneficiaries form.

How to fill out nomination of beneficiaries form?

To fill out a nomination of beneficiaries form, you must provide the required information such as the names and contact information of the beneficiaries, their relationship to you, and the percentage of the assets each beneficiary will receive.

What is the purpose of nomination of beneficiaries form?

The purpose of the nomination of beneficiaries form is to ensure that your assets or benefits are distributed according to your wishes after your death.

What information must be reported on nomination of beneficiaries form?

The information that must be reported on a nomination of beneficiaries form typically includes the full name and contact information of each beneficiary, their relationship to the individual filing the form, and the percentage of the assets they will receive.