Get Beneficiary Nomination Form - Coronation

Filling out the Beneficiary Nomination Form for Coronation is an important step in ensuring that your chosen beneficiaries are clearly identified. This guide will walk you through the process of completing the form online, ensuring you provide all necessary details accurately and completely.

Follow the steps to fill out your Beneficiary Nomination Form effectively.

1. Begin by pressing the ‘Get Form’ button to access your Beneficiary Nomination Form online.
2. Ensure that all sections of the form are completed in full using BLOCK LETTERS. This includes filling out your personal details such as title, surname, first name(s), unitholder number, and policy number.
3. In the Investor Details section, provide your ID or passport number, contact telephone number, cellphone number, fax number, and email address. It's crucial to ensure the correctness of this information.
4. Navigate to the Beneficiary Nominations section. For Living Annuities, Retirement Annuities, and Preservation Funds, indicate your beneficiaries by providing their surname, first name(s), relationship to you, ID/passport number, percentage of benefit, postal address, and contact number for each nominated beneficiary.
5. For nominees under the Endowment Beneficiary Nominations section, you should also fill in similar details as listed for the beneficiaries, confirming their entitlement to proceeds or ownership upon your passing.
6. If you need to add additional beneficiaries beyond the allotted spaces provided, please attach this information on a separate page and ensure it is included with your submission.
7. After filling out the form, remember to initial any amendments made, as accuracy is essential for processing your nomination correctly.
8. Once you have completed the form, you can save changes, download the completed document, print it, or share it as necessary. Make sure to forward your instructions to the provided contact details.

Complete your Beneficiary Nomination Form online today to ensure your choices are officially recognized.