Get the free Death benefits nomination form PDF - 123kb - Aegon - aegon co

For customers Death benefits nomination form Please read these notes before completing this form You should consider completing this form to indicate how you'd like any lump sum benefit paid on your

How to fill out death benefits nomination form

How to fill out a death benefits nomination form:

1. Obtain the death benefits nomination form from the relevant insurance provider or company.
2. Fill out your personal information accurately, including full name, address, contact details, and social security number.
3. Provide details about the policyholder or insured individual, such as their full name, policy number, and date of birth.
4. Indicate the relationship between the policyholder and the nominee (spouse, child, parent, etc.).
5. Specify the percentage or amount of the death benefit you wish the nominee to receive.
6. If there are multiple nominees, clearly state the percentage or amount each nominee should receive.
7. Include the nominees' full names, addresses, and contact details.
8. Verify the accuracy of the information provided before signing and dating the form.
9. Submit the completed form to the insurance provider or company as instructed.

Who needs a death benefits nomination form:

1. Policyholders who have life insurance policies or other types of insurance policies that offer death benefits.
2. Individuals who want to ensure that their chosen beneficiaries receive the death benefits in the event of their passing.
3. People who want to designate specific individuals or organizations as their nominees rather than relying on default beneficiary provisions.

Note: It is always advisable to consult with a financial advisor or insurance professional when filling out important forms or making decisions regarding life insurance and death benefits.

For pdfFiller’s FAQs

What is death benefits nomination form?

A death benefits nomination form is a legal document that allows an individual to nominate a beneficiary to receive death benefits in the event of their passing.

Who is required to file death benefits nomination form?

The policyholder or the insured individual is required to file the death benefits nomination form.

How to fill out death benefits nomination form?

To fill out the death benefits nomination form, the individual must provide their personal information, details of the nominated beneficiary, and sign the form in the presence of witnesses.

What is the purpose of death benefits nomination form?

The purpose of the death benefits nomination form is to ensure that the insurance benefits are paid out to the nominated beneficiary according to the wishes of the insured individual.

What information must be reported on death benefits nomination form?

The death benefits nomination form must include the full name, contact information, and relationship to the insured individual of the nominated beneficiary.

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