Get the free Nomination of Beneficiaries form - IOOF

ROOF WealthBuilder 11 December 2014 Nomination of Beneficiaries form Use this form to make a new nomination of beneficiaries or replace or revoke an existing nomination. For assistance please contact

How to fill out nomination of beneficiaries form

How to fill out nomination of beneficiaries form?

1. Obtain the form: Start by obtaining the nomination of beneficiaries form. This can typically be acquired from your insurance company, employer, or financial institution.
2. Provide personal information: Fill in your personal details accurately, including your full name, date of birth, contact information, and any identification numbers required.
3. Specify the policy/account details: Provide the necessary information regarding the policy or account for which you are naming beneficiaries. This may include policy/account numbers, the type of coverage/investment, and any other relevant details.
4. Identify primary beneficiaries: Clearly indicate the names and relationship to you of the primary beneficiaries. These are the individuals who will receive the designated benefits upon your passing. Make sure to include their full names, dates of birth, and contact information.
5. Specify percentage allocation: If you wish to distribute the benefits among multiple primary beneficiaries, indicate the percentage allocation for each individual. Ensure that the total allocation adds up to 100%.
6. Designate contingent beneficiaries: In case the primary beneficiaries predecease you or are unable to receive the benefits, it is important to designate contingent beneficiaries. Provide the necessary information for these individuals, just as you did for the primary beneficiaries.
7. Consider special instructions: If you have any specific instructions or requests regarding the distribution of benefits, mention them clearly in the designated space. This may include instructions on how to divide the benefits or any specific conditions that need to be fulfilled.
8. Signature and date: Sign the form and include the date of completion to certify the accuracy and understanding of the information provided.

Who needs nomination of beneficiaries form?

1. Individuals with life insurance policies: If you have a life insurance policy, filling out a nomination of beneficiaries form is crucial. This form ensures that the policy benefits are disbursed as per your wishes upon your passing.
2. Retirement account holders: Those who have retirement accounts, such as 401(k) plans or Individual Retirement Accounts (IRA), should complete a nomination of beneficiaries form. It allows you to designate who will receive the remaining funds upon your death.
3. Investment account holders: Individuals holding various investment accounts, like mutual funds, stocks, or bonds, should consider filling out a nomination of beneficiaries form. This ensures that the proceeds from these investments are transferred accordingly after your passing.
4. Government employees: If you are a government employee and have benefits like pensions or survivor benefits, it is important to complete a nomination of beneficiaries form. This ensures that the benefits are distributed to the appropriate individuals upon your death.
5. Company employees with benefit plans: Many companies offer employee benefit plans, such as life insurance or retirement savings accounts. If you are an employee with such benefits, filling out a nomination of beneficiaries form ensures that the benefits are allocated appropriately after your passing.

Remember, it is advisable to review and update your nomination of beneficiaries form regularly, especially after major life events like marriage, divorce, or the birth of children. This ensures that your chosen beneficiaries are up to date.

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What is nomination of beneficiaries form?

Nomination of beneficiaries form is a document that allows an individual to specify who will receive their benefits or assets in the event of their death.

Who is required to file nomination of beneficiaries form?

Any individual who wants to designate specific beneficiaries to receive their benefits or assets upon their death is required to file a nomination of beneficiaries form.

How to fill out nomination of beneficiaries form?

To fill out a nomination of beneficiaries form, you need to provide your personal information, details of the beneficiaries you want to designate, and sign the form in the presence of a witness.

What is the purpose of nomination of beneficiaries form?

The purpose of a nomination of beneficiaries form is to ensure that your assets or benefits are distributed according to your wishes after your death.

What information must be reported on nomination of beneficiaries form?

The nomination of beneficiaries form typically requires information such as your name, contact details, details of beneficiaries, and their relationship to you.