Myriad: Beneficiary details* Policy number Please note that this annexure forms part of the application and that the terms and conditions specified on the application form will also apply to this.

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How to fill out the Momentum Myriad Beneficiary Form online

Completing the Momentum Myriad Beneficiary Form online is a straightforward process that ensures your beneficiary details are accurately recorded. This guide provides step-by-step instructions for each section of the form, making it accessible for all users.

Follow the steps to complete your beneficiary form online.

  1. Press the ‘Get Form’ button to access the Momentum Myriad Beneficiary Form and open it in your preferred document editor.
  2. Fill in your policy number at the top of the form. This number identifies your specific policy within the Momentum system.
  3. Provide your beneficiary's details in the designated sections. For each beneficiary, enter the following information: beneficiary number, title, initials, first name, surname or legal entity name, and their relationship to you.
  4. Enter the date of birth of each beneficiary using the required format (DD-MM-YYYY) to ensure the information is easily readable.
  5. Select the gender of each beneficiary from the options provided: Male or Female.
  6. Input the permanent identity or registration number for each beneficiary. If they are a South African citizen, ensure you enter their RSA ID number correctly.
  7. Once all beneficiary details are filled out, review the information for accuracy. Ensure that all entries are completed where required.
  8. At the end of the form, confirm your consent by signing the declaration. This signature indicates your acceptance of the terms and conditions outlined in the application.
  9. After completing the form, you can choose to save your changes, download a copy of the form for your records, print it for physical submission, or share it as needed.

Complete your Momentum Myriad Beneficiary Form online today for a seamless experience.

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Do you need to fill out a beneficiary form?

If you get married or divorced, or have children or other life changes, standard sequence will follow those life changes. If you never file a beneficiary designation, your benefit will be paid ing to standard sequence at the time of your death.

This stipulates that anyone that was financially dependent on you must be provided for. Bacus says this can include your spouse, your children and even parents or any other person who was factually dependent on you. However, a beneficiary nomination form is still an important document.

General Instructions Write only one beneficiary on each line. Make sure that you write the full names of all beneficiaries. For example, if you name you children as beneficiaries, DO NOT merely write “children” on one of the lines; instead write the full names of each of your children on separate lines.

To change your beneficiaries, email us a signed request with your policy or contract number, or contact us at client@momentum.co.za. Your beneficiary list will be updated once we have confirmed it in writing.

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