Get the free Nomination of Beneficiary Form - OnePath

Please do not staple Nomination of Beneficiary Form Answer 1 July 2014 Customer Services Phone 133 665 Email customer onepath.com.AU Website onepath.com.AU Neath Custodians Pty Limited (Neath Custodians)

How to fill out nomination of beneficiary form

How to fill out nomination of beneficiary form:

1. Start by carefully reading the instructions provided on the nomination of beneficiary form. This will give you a clear understanding of the information required and the process involved.
2. Begin by filling out your personal information accurately and completely. This may include your full name, contact details, social security number, and any other identification information requested.
3. Next, provide the necessary details about the policy or account for which you are nominating a beneficiary. This may include the policy or account number, name of the company or institution, and any additional relevant information.
4. Clearly identify the beneficiary you wish to nominate. This will involve providing their full name, relationship to you, and their contact information. Make sure to double-check the accuracy of these details to avoid any complications later on.
5. Specify the percentage or amount you would like the beneficiary to receive. This ensures that your assets or benefits are distributed according to your wishes. Provide clear instructions if you want to allocate the benefits among multiple beneficiaries.
6. Review your nomination form thoroughly to confirm all the information provided is accurate. Any errors or incomplete sections could lead to delays or complications in the future.
7. Sign and date the form as required. Check if any witness signature is necessary and ensure that they also sign and provide their contact information.
8. Keep a copy of the completed nomination of beneficiary form for your records. It may also be advisable to inform the beneficiary about their nomination and provide them with a copy for their awareness.

Who needs nomination of beneficiary form:

1. Individuals with life insurance policies: A nomination of beneficiary form is crucial for those who have life insurance policies. It allows you to designate who will receive the policy benefits upon your death.
2. Retirement account holders: If you have a retirement account, such as an IRA or 401(k), completing a nomination of beneficiary form is important. This ensures that your savings will be distributed as per your wishes among your chosen beneficiaries.
3. Investment account holders: Individuals who have investment accounts or brokerage accounts may also need to fill out a nomination of beneficiary form. This helps in determining who will inherit or receive the investments held within the account in the event of your passing.

By completing a nomination of beneficiary form, you are taking proactive steps to ensure that your assets are distributed according to your wishes after your death. It provides clarity and prevents any confusion or disputes among potential heirs.

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