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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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