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Unity Health Call Center: 0861 366 006Unity Health is a division of Amble down Financial Services (Pty) Ltd. FSP 10287FRM/ME/06.1 | PAGE [1] of 2BENEFICIARY NOMINATION FORM NOMINATION OF BENEFICIARY

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How to fill out beneficiary nomination form

01

Obtain the beneficiary nomination form from the relevant institution or organization.

02

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

03

Provide details of the beneficiary including their full name, relationship to you, and date of birth.

04

Specify the percentage or portion of the benefit each beneficiary should receive.

05

Sign and date the form, and ensure it is witnessed or certified as required.

06

Submit the completed form to the appropriate department or person for processing.

Who needs beneficiary nomination form?

01

Anyone who has a pension plan, life insurance policy, or any other financial instrument that allows for the nomination of beneficiaries may need to fill out a beneficiary nomination form.

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What is beneficiary nomination form?

A beneficiary nomination form is a legal document that allows an individual to designate one or more beneficiaries who will receive specific assets or benefits upon the individual's death.

Who is required to file beneficiary nomination form?

Individuals who wish to ensure that their assets are transferred to designated beneficiaries after their death, such as account holders of retirement plans, insurance policies, or trusts, are required to file a beneficiary nomination form.

How to fill out beneficiary nomination form?

To fill out a beneficiary nomination form, you typically need to provide your personal information, the names and details of the beneficiaries you wish to designate, and your signature to validate the form. It may also require notarization or a witness signature depending on local regulations.

What is the purpose of beneficiary nomination form?

The purpose of a beneficiary nomination form is to legally establish the individuals who will receive your assets or benefits after your death, ensuring your wishes are honored and facilitating the distribution process.

What information must be reported on beneficiary nomination form?

The information typically required includes the names and contact details of the beneficiaries, their relationship to you, the percentage of assets they are to receive, and your identifying details such as your name and account number.

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