Please complete this form if you wish to change or confirm the individuals that you would like the trustees of the Fund(s) to consider when they decide how to divide the death benefit.
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According to Section 37C of the Pension Funds Act, the trustees must determine who receives the death benefit and the proportion of the benefit to be paid to each party. The law requires the trustees to identify your dependants, establish their financial circumstances and then allocate the benefits to those dependants. The trustees are also required to take into account any beneficiaries that you may have nominated to receive all or part of the benefit.
Please provide the details of all your children irrespective of their age (include adopted children and children born out of wedlock). If you have more children, please attach a signed copy of this section.
Please provide the details of anyone else who you support financially. This may include for example your stepchildren, foster children, parents, grandparents, brothers or sisters. If there are more individuals who you support financially, please attach a signed copy of this section to this form.
If you want to nominate other individuals, legal entities or trusts not mentioned previously please complete the details below. If you want to nominate more beneficiaries, please attach a signed copy of this section to this form.
Please provide proof of authority and supporting verifying documentation
I , ID: hereby accept all the terms and conditions as laid out in this form and confirm that all the information given is correct.
13B Administrator 24/767
Authorised Financial Services Provider
FSP no: 45863