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ITRANSACT BENEFICIARY NOMINATION FORM Retirement Annuity Fund Preservation Fund Living Annuity Fund Endowment PolicyAccount Number Title Surname First NamesSouth African Identity Number* Cell Phone
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How to fill out itransact beneficiary nomination form

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How to fill out itransact beneficiary nomination form

01
Obtain the itransact beneficiary nomination form from the bank or financial institution where you have your account.
02
Read the instructions carefully to ensure you understand the purpose and requirements of the form.
03
Fill in your personal information, such as your full name, address, contact number, and date of birth.
04
Provide details of the beneficiary, including their full name, relationship to you, and contact information.
05
Specify the percentage or amount you wish to assign to each beneficiary.
06
Review your filled form to ensure all the information is accurate and complete.
07
Sign and date the form.
08
Submit the completed form to the bank or financial institution as per their instructions.

Who needs itransact beneficiary nomination form?

01
Anyone who has an account with a bank or financial institution that offers itransact beneficiary nomination forms may need to fill out this form.
02
It is particularly relevant for individuals who want to ensure that their assets or benefits go to specific individuals or organizations upon their demise.
03
This form allows account holders to designate and update beneficiaries for various financial products like savings accounts, insurance policies, and investment accounts.
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The itransact beneficiary nomination form is a document used to designate beneficiaries for financial accounts or products within the itransact system, ensuring that the designated individuals receive the assets in the event of the account holder's death.
Individuals who hold accounts or financial products within the itransact system and wish to establish a beneficiary for those assets are required to file the itransact beneficiary nomination form.
To fill out the itransact beneficiary nomination form, individuals need to provide personal details such as their name, account information, and the details of the beneficiaries they wish to nominate, including names, relationships, and contact information.
The purpose of the itransact beneficiary nomination form is to ensure that the account holder's assets are transferred to the selected beneficiaries in an efficient manner upon their passing, avoiding delays and complications.
The form must report the account holder's name, account number, and the full names, relationships, and contact details of the nominated beneficiaries.
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