Discovery beneficiary nomination form 2026

1. Click ‘Get Form’ to open the discovery beneficiary nomination form in the editor.
2. 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.
3. 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.
4. Continue filling out section 1.2 for beneficiaries related to your spouse, following the same format as in step 3.
5. For section 1.3, list beneficiaries for the Discovery retirement OptimiserTM using the same structure as previous sections.
6. 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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