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Beneficiary Nomination Form Confidential Name of fund Name of employer Name of member Identity numberEmployee numberTelephone number (H)Telephone number (W)Cellphone number can be contacted in the

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How to fill out beneficiary nomination form

01

Obtain a copy of the beneficiary nomination form from the relevant organization or provider.

02

Fill out your personal details including full name, address, contact information, and date of birth.

03

Identify the beneficiary by providing their full name, relationship to you, and their contact information.

04

Specify the percentage or the specific amount you wish to nominate for each beneficiary.

05

Sign and date the form to make it legally binding.

06

Submit the completed form to the designated recipient according to the instructions provided.

Who needs beneficiary nomination form?

01

Individuals who have investment accounts, insurance policies, pension plans, or other financial assets that allow for beneficiary designations.

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What is beneficiary nomination form?

Beneficiary nomination form is a document that allows an account holder to specify who will receive the funds or assets in the event of their death.

Who is required to file beneficiary nomination form?

Any individual who has assets or funds that they want to designate a beneficiary for in case of death is required to file a beneficiary nomination form.

How to fill out beneficiary nomination form?

To fill out a beneficiary nomination form, the account holder must provide their personal information, details of the beneficiary, and specify what assets or funds are to be distributed.

What is the purpose of beneficiary nomination form?

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

What information must be reported on beneficiary nomination form?

The beneficiary nomination form must include the account holder's personal information, details of the beneficiary, and a description of the assets or funds to be distributed.

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