Get the free in-fund dependants and nominees form

INFUND DEPENDANTS AND NOMINEES FORM RETURN TO THE KZN MUNICIPAL PENSION FUND FRONT OFFICE GROUND FLOOR, SMART XCHANGE BUILDING, 5 WALNUT ROAD, DURBAN NAME OF MEMBER (BLOCK CAPITALS):___SERVICE NO:

How to fill out in-fund dependants and nominees

How to fill out in-fund dependants and nominees

1. To fill out in-fund dependants and nominees, follow these steps:
2. Begin by accessing the relevant form or document provided by your financial institution or employer. This form is typically titled 'In-Fund Dependants and Nominees' or something similar.
3. Read the instructions and guidelines provided on the form carefully. These instructions will give you a clear understanding of the information required and how to fill out the form correctly.
4. Start by providing your personal details, including your full name, date of birth, and contact information. Make sure to provide accurate and up-to-date information.
5. Next, indicate whether you are adding dependants or nominees. Dependents refer to individuals who rely on you for financial support, such as your children or spouse. Nominees, on the other hand, are individuals you wish to nominate to receive benefits upon your death.
6. For each dependant or nominee, provide their full name, date of birth, relationship to you, and any relevant contact information. Again, accuracy is crucial in ensuring the form is completed correctly.
7. If required, indicate the percentage or share of benefits you wish each dependant or nominee to receive. This is especially important if you have multiple dependants or nominees.
8. Once you have completed filling out the form, review all the information provided to ensure accuracy and completeness.
9. Sign and date the form as required. In some cases, you may need to have the form witnessed or notarized.
10. Submit the completed form to your financial institution or employer as instructed. Keep a copy for your records.
11. If any changes occur to your dependants or nominees in the future, make sure to update the form accordingly and notify the relevant parties.

Who needs in-fund dependants and nominees?

1. In-fund dependants and nominees are typically required by individuals who hold certain financial accounts, such as retirement funds or life insurance policies. These individuals may want to ensure that their financial assets are properly distributed to their chosen beneficiaries or dependants in the event of their death.
2. The need for in-fund dependants and nominees may also arise for those involved in occupational pension schemes or group life insurance policies offered by employers.
3. It is essential for individuals who want to have control over how their assets are distributed after their passing or to provide financial support to their dependants to fill out in-fund dependants and nominees forms.

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What is in-fund dependants and nominees?

In-fund dependants and nominees refer to individuals designated by a fund member or participant, typically to receive benefits or payouts from a retirement fund in the event of the member's death or incapacitation.

Who is required to file in-fund dependants and nominees?

Individuals who are members or participants of a retirement or pension fund are required to file in-fund dependants and nominees to ensure their chosen beneficiaries are registered.

How to fill out in-fund dependants and nominees?

To fill out in-fund dependants and nominees, members must complete a specific form provided by their fund, typically requiring the names, relationships, and personal details of nominated beneficiaries.

What is the purpose of in-fund dependants and nominees?

The purpose of in-fund dependants and nominees is to ensure that benefit payments from the fund are allocated to the designated individuals, providing financial support in case of the member's death.

What information must be reported on in-fund dependants and nominees?

Information that must be reported includes the names, relationships, birth dates, and contact details of the dependants and nominees, along with any other fund-specific requirements.