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Personal Pensions/StakeholderNomination of Beneficiary form Please use black ink and write in CAPITAL LETTERS or tick as appropriate. Any corrections must be initialed. Please do not use correction

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How to fill out nomination of beneficiary form

01

Obtain the nomination of beneficiary form from the relevant institution or insurance company.

02

Fill out your personal information such as your full name, date of birth, and contact details.

03

Provide the details of the beneficiary including their full name, relationship to you, and contact information.

04

Specify the percentage share of the benefit each beneficiary should receive.

05

Sign and date the form to make it legally binding.

Who needs nomination of beneficiary form?

01

Individuals who have life insurance policies.

02

Employees with retirement accounts or pensions.

03

Those who want to ensure that their assets are distributed according to their wishes after their passing.

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What is nomination of beneficiary form?

The nomination of beneficiary form is a legal document that allows the policyholder or account holder to designate a person or entity to receive the benefits or assets in the event of the policyholder or account holder's death.

Who is required to file nomination of beneficiary form?

Policyholders or account holders are required to file nomination of beneficiary form to ensure that their desired beneficiaries receive the benefits or assets.

How to fill out nomination of beneficiary form?

The nomination of beneficiary form is usually provided by the insurance company or financial institution. Policyholders or account holders must fill out the form by providing their personal information and the details of the designated beneficiaries.

What is the purpose of nomination of beneficiary form?

The purpose of the nomination of beneficiary form is to ensure that the assets or benefits are distributed according to the policyholder or account holder's wishes in the event of their death.

What information must be reported on nomination of beneficiary form?

The nomination of beneficiary form typically requires the policyholder or account holder to provide their personal information, the details of the designated beneficiaries, and the relationship between the policyholder or account holder and the beneficiaries.

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