Get Beneficiary And Dependant Nomination Form - Momentum Funds At ...

Completing the Beneficiary And Dependant Nomination Form is an essential step for individuals managing their legacy and ensuring their wishes are honored regarding the distribution of their benefits. This guide provides a clear, user-friendly approach to filling out the form accurately online.

Follow the steps to complete your form effectively.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. In Section 1a, enter your personal details including your title, initials, first name, surname, date of birth, RSA ID, and identity or passport number. Also provide your residential address, postal code, and contact information including phone numbers and email address. Make sure to include your employer’s name and your employee number.
3. Proceed to Section 1b to fill in details about your dependants. Provide their names, relationships to you, dates of birth, and the percentage of benefit allocation for each dependant. Remember that the total percentage must equal 100%.
4. In Section 1c, list your nominated beneficiaries. You need to provide their titles, initials, first names, surnames, relationships, RSA IDs or identity/passport numbers, and contact information. For each nominee, indicate the percentage share of the benefits they will receive and if there is an existing trust.
5. Continue listing additional beneficiaries as needed. Ensure their details match the previous requirements for clarity and accuracy.
6. In Section 2, if applicable, confirm details for any self-standing death benefits. Include the necessary personal details and percentage allocation ensuring it sums to 100%.
7. Finally, once all sections are complete, review the form for accuracy before saving changes. You can then download, print, or share the completed form as required.

Start completing your Beneficiary And Dependant Nomination Form online today to safeguard your legacy.