Nomination Form Filler
Appointment / Change of Nominee(s). Fill the details, check, download the PDF.
Everything is filled inside your browser. Client details are not uploaded or saved anywhere.
1Policy & policyholder
Policyholder address (used when a nominee has the same address)
2Nominees
Shares must add up to 100%. The next nominee opens automatically while the total is under 100% (up to 4, as on the form).
Total 0%
Trustees (optional · Part 2, page 4)
Up to 2. The policyholder cannot be their own trustee. The witness below is printed on page 4.
Consent of existing nominees/trustees (optional · Part 3, page 5)
Only when revoking nominees of an existing trust nomination. Up to 4. The witness below is printed in each column.
3Date & witness
Set to today. Change it if the client signs on another day.
Use a pre-signed copy only when the client signs in front of you.