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Sanlam change of beneficiary form for retirement annuity

Beneficiary nomination form template 2026

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The document is a Nomination of Beneficiary Form for the Professional Provident Society Retirement Annuity Fund and Insurance Company Limited. It allows policyholders to designate beneficiaries for various benefits payable upon their death, including retirement annuity benefits and life insurance. The form outlines the importance of proper beneficiary nomination, the rights of the policyholder to change nominations, and legal considerations regarding dependants and trusts. It emphasizes the need for a will and provides contact information for further assistance.

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Click ‘Get Form’ to open the beneficiary nomination form template in the editor.
Begin by entering your full name and date of birth in the designated fields. This information is crucial for identifying you as the policyholder.
In the section for beneficiaries, list the full names of each nominee along with their dates of birth and relationship to you. Ensure accuracy as this determines who will receive benefits.
Specify the percentage of benefits each nominee will receive. If there are multiple beneficiaries, make sure that the total adds up to 100%.
Review all entered information for correctness. Any alterations must be signed by both you and a witness.
Finally, sign and date the form at the bottom, ensuring it is witnessed to validate your nominations.

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sanlam beneficiary form

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