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BNF2
05/18Beneficiary
Nomination
Form
This is the Beneficiary Nomination Form for CCRI members.
Use this form to legally nominate, or to change, renew or revoke
an existing nomination of, one or more
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How to fill out beneficiary nomination form
How to fill out beneficiary nomination form
01
Start by obtaining a beneficiary nomination form from the relevant organization or institution.
02
Fill out your personal details, such as your name, address, and contact information.
03
Provide the necessary information about the beneficiary, including their name, relationship to you, and their contact details.
04
Specify the percentage or portion of your assets or benefits you would like to assign to the beneficiary.
05
If you have multiple beneficiaries, indicate the distribution of your assets among them.
06
Sign and date the form, ensuring that you comply with any witnessing or notarization requirements.
07
Review the completed form to ensure all information is accurate and complete.
08
Submit the beneficiary nomination form to the appropriate authority or institution as instructed.
Who needs beneficiary nomination form?
01
Anyone who wishes to designate a specific individual or individuals to receive their benefits or assets in the event of their death or incapacitation may need a beneficiary nomination form. This is commonly used in insurance policies, retirement accounts, and similar legal arrangements.
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What is beneficiary nomination form?
A beneficiary nomination form is a legal document that allows the policyholder to designate who will receive the benefits of their life insurance policy in the event of their death.
Who is required to file beneficiary nomination form?
Anyone who has a life insurance policy and wants to specify who will receive the benefits upon their death is required to file a beneficiary nomination form.
How to fill out beneficiary nomination form?
To fill out a beneficiary nomination form, the policyholder must provide their name, policy number, the name of the beneficiary, their relationship to the beneficiary, and the percentage of the benefit each beneficiary will receive.
What is the purpose of beneficiary nomination form?
The purpose of a beneficiary nomination form is to ensure that the policyholder's wishes regarding the distribution of their life insurance benefits are carried out after their death.
What information must be reported on beneficiary nomination form?
The beneficiary nomination form must include the policyholder's name, policy number, the name of the beneficiary, their relationship to the beneficiary, and the percentage of the benefit each beneficiary will receive.
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