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Discovery beneficiary nomination form 2026

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The document provides instructions for completing a beneficiary nomination form for alterations to an existing Discovery LIFE PLAN. It outlines the necessary steps, including using black ink, printing clearly, and ensuring the policy owner's signature is included. The form requires details about beneficiaries who will receive proceeds upon the death of the principal life and spouse, along with their identification information. It emphasizes that previous nominations are revoked upon submission.

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Click ‘Get Form’ to open the discovery beneficiary nomination form in the editor.
Begin by filling in your policy number and the effective date of change at the top of the form. Ensure these details are accurate as they are mandatory for processing your request.
In section 1, provide details of the beneficiaries. Start with their surname, first name, ID number/reference number, and relationship to you. Remember to allocate percentages that add up to 100% for each beneficiary.
Continue filling out section 1.2 for beneficiaries related to your spouse, following the same format as in step 3.
For section 1.3, list beneficiaries for the Discovery retirement OptimiserTM using the same structure as previous sections.
Finally, sign and date the form at the bottom. Ensure that both you and your spouse (if applicable) have signed before submitting.

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Versions	Form popularity	Fillable & printable
2009	4 Satisfied (41 Votes)

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What is a beneficiary nomination form?

A beneficiary nomination form is a document that identifies the person or people you choose to receive the benefits of a pension or life insurance policy in the event of your death.

What does beneficiary nomination mean?

A beneficiary nomination form is a document that identifies the person or people you choose to receive the benefits of a pension or life insurance policy in the event of your death. It ensures that the trustees or service provider know who to pay the benefits to.

How to change beneficiary on Discovery?

Click on log in and enter your username and password. Select the applicable benefit and click on new beneficiary. Ensure that your profile is set to you and your family and select Group Risk.

How to complete beneficiary form?

1. Binding death benefit nomination: This is a written direction from a member to their superannuation trustee setting out how they wish some or all of their superannuation death benefits to be distributed. The nomination is generally valid for a maximum of three years and lapses if it is not renewed.