Get Alexander Forbes Dependants And Nominees Forms 2020-2025
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How to fill out the Alexander Forbes Dependants And Nominees Forms online
Filling out the Alexander Forbes Dependants And Nominees Forms is essential for ensuring that your dependants and nominees are recognized and supported in the event of your passing. This guide will provide step-by-step instructions to help you complete the form accurately and effectively, ensuring your wishes are clearly communicated to the fund trustees.
Follow the steps to complete the form online easily and accurately.
- To begin, press the ‘Get Form’ button to access the form and open it in your preferred editing tool.
- Fill in all personal details in the ‘About you (the member)’ section, including your full name, identity number, and contact details.
- Enter your dependants' information in the designated section. For each dependant, provide their full name, date of birth, identity number, relationship to you, and the share of the benefit as a percentage.
- Next, you will list your nominees in the nominations section. Include each nominee’s full name, date of birth, identity number, and specify their share of the benefit.
- Ensure that the total shares for both dependants and nominees add up to 100%. If the percentages do not total 100%, this may delay processing.
- Carefully review all filled sections for accuracy and completeness. Make necessary changes to ensure all information is correct.
- Once satisfied with the completed form, sign, date, and save your changes. You may then download and print the electronic version for your records.
- Submit the completed form to your employer for safe-keeping with your employment records.
Complete your Alexander Forbes Dependants And Nominees Forms online today to ensure your wishes are documented and your loved ones are taken care of.
To update your beneficiary principal, access the necessary section through your Alexander Forbes account online. The process may involve filling out specific forms from the Alexander Forbes Dependants And Nominees Forms to ensure accuracy. Once submitted, your updated preferences will go into effect following a review.
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