Beneficiary nomination form

Use this template to collect preferred beneficiary(ies) for death benefit.

Time to complete

1 minute

Eligibility

A person can fill the beneficiary form if he/she is above 18 years of age and is mentally sound.

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Questions for Beneficiary nomination form

1.

Full name

The answer should be a text input.
2.

Relationship to you

The answer should be a single choice:
  1. Spouse
  2. Child
  3. Financial Dependent
  4. Inter-dependency relationship
3.

Date of birth of Beneficiary

The answer should be a date input.
4.

Portion of the total benefit (in %)

The answer should be a number input.
5.

Acknowledgment and Agreements

I have selected the above category for the distribution of my death benefit payable through the [Company] to ___ .I understand that my death benefits will be paid according to the beneficiary nominated

The answer should be a single choice:
  1. I agree
  2. I disagree

Similar Ideas

  • Employee Benefits Nomination form
  • Family Benefits Nomination form
  • Dependent Benefits Nomination form
  • Health Insurance Beneficiary form
  • Life Insurance Beneficiary form

Here are some FAQs and additional information
on
Beneficiary nomination form

What is a beneficiary nomination?

A beneficiary is a person whom you have nominated to receive your remaining balance or pension after you die.

What is the benefit of nominating beneficiaries?

In the event of an unfortunate event, pending payments would reach the beneficiaries. Having beneficiaries would make it easier for them to obtain the amount upon death.

Are beneficiary and nominee the same?

The nominee holds the property, and the beneficiaries are those nominated to take care of it after the nominee dies.

What is a binding beneficiary nomination?

Binding beneficiary nominations are written by the trustee and constitute legally binding nominations.

What is a non-binding beneficiary nomination?

The trust agreement is not formally binding on the trustee, and it serves only as a guide for the beneficiaries.

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