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Get the free DEPENDANTS AND NOMINEES FORM - UJ Pension - pension uj

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ALEXANDER FORBES FINANCIAL SERVICES (PTY) LTD Registration number: 1969/018487/07 | FANS license number: 1177 A licensed financial services provider Operations & Administration Alexander Forbes, 115
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01
Begin by obtaining a copy of the dependants and nominees form.
02
Carefully read the instructions provided on the form.
03
Fill in your personal information in the appropriate sections, such as your name, contact details, and identification number.
04
Determine the number of dependants you have.
05
Provide the necessary details for each dependant, including their full name, date of birth, relationship to you, and contact information.
06
If applicable, indicate any nominees you would like to appoint and their relevant information.
07
Review the completed form to ensure accuracy and completeness.
08
Sign and date the form in the designated area.
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Submit the form to the appropriate authority or organization as instructed.
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Keep a copy of the filled-out form for your records.

Who needs dependants and nominees form?

01
The dependants and nominees form may be required by individuals who wish to designate their dependants and nominees for various purposes, such as insurance policies, retirement plans, or beneficiary designations.
02
These forms are commonly used by employees, pension holders, and individuals setting up their wills or estate plans.
03
It is advisable to check with the specific organization or authority to determine if they require a dependants and nominees form.
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The dependants and nominees form is a document used to designate individuals who depend on the primary applicant or nominee for support, particularly in financial or legal contexts.
Individuals who have dependants or wish to designate nominees for benefits, entitlements, or other support systems are required to file this form.
To fill out the form, accurately provide personal information of the primary applicant, list the dependants or nominees with their details, and follow any specific instructions provided in the form's guidelines.
The purpose is to officially document individuals who may receive benefits or support from the primary applicant, helping organizations or authorities in processing requests and determining eligibility.
The form typically requires names, relationships to the primary applicant, dates of birth, contact information, and any relevant identification details for each dependant or nominee.
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