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Get 0810-013 Nomination Form (pm39)
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How to use or fill out the 0810-013 Nomination Form (PM39) online
Filling out the 0810-013 Nomination Form (PM39) online is a straightforward process that allows users to designate beneficiaries for their death benefit cover efficiently. This guide provides step-by-step instructions to ensure that you complete the form accurately and in accordance with your wishes.
Follow the steps to fill out the form correctly.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by providing your personal details. Include your full name, address with postcode, pension reference number, date of birth, and signature. Ensure that all information is accurate and written in block capitals.
- In the nominations section, list up to three beneficiaries for any lump-sum death benefit. For each individual, provide their full name, address and postcode, relationship to you, age (if under 18), and the percentage of the benefit you wish for them to receive. Ensure that the total percentages add up to 100%.
- If you are nominating a child under the age of 18, include the name and address of their guardian in the designated area.
- If you need to nominate more than three people, provide their details on a separate sheet of paper, formatted the same way as outlined in the form, and sign and date the extra sheet.
- Review all entries carefully to ensure accuracy. Make any necessary corrections before finalizing the document.
- Once satisfied with the filled-out form, save changes, download, and print or share the form as required. Ensure that you send the completed form to the correct address provided on the document.
Start filling out your documents online to ensure your nominations are recorded accurately.
The Securities and Exchange Board of India (SEBI) has made it mandatory for all demat and trading account holders to have a nominee. Read this to know steps to add nominee. Demat accounts can be frozen if investors fail to add nominations by March 31, 2023.
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