Get Application Form For Beneficiary Appointment ???????

Filling out the Application Form For Beneficiary Appointment online can be straightforward if you follow the correct steps. This guide will take you through each section of the form to ensure you submit accurately and efficiently.

Follow the steps to successfully complete the application form

1. Click ‘Get Form’ button to obtain the form and access it in the digital tool.
2. Begin by entering the name of the policyowner in the designated field. Ensure that you use block letters for clarity.
3. Next, input the policy number as specified. Darken the appropriate circle next to the number to indicate your choice.
4. Provide the name of the life assured in the indicated box. Make sure it matches official identification documents.
5. Fill out the consultant's name and consultant code fields accurately to avoid processing delays.
6. Complete the division code and branch office information where the policy is managed.
7. Input the consultant's contact number, ensuring that it is up-to-date.
8. Refer to the important notes section and ensure to follow all instructions about completing the form. This includes using block letters and not signing an incomplete form.
9. In Part 1, fill in the details for the primary beneficiaries, including their names, relationships to the life assured, and any required identity document numbers.
10. If applicable, enter the information for secondary beneficiaries, ensuring that their total percentage share adds up to 100%.
11. If there are any trustees appointed for minor beneficiaries, provide their details as instructed.
12. Review all the information entered on the form for accuracy to prevent any complications in processing.
13. Finally, save your changes, download a copy of the form for your records, and if necessary, print or share the completed form as required.

Complete your application form online today for a smooth and efficient process.