Beneficiary Declaration Form Template for Indonesia

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Key Requirements PROMPT example:

Beneficiary Declaration Form

"I need a Beneficiary Declaration Form for my life insurance policy that designates my three adult children as equal primary beneficiaries, with my sister as a contingent beneficiary, to be effective from January 2025."

Document background

The Beneficiary Declaration Form is a fundamental document used in Indonesia for designating beneficiaries for various types of assets, insurance policies, and financial accounts. It operates within the framework of Indonesian civil law and can accommodate Islamic law principles where applicable. This document becomes necessary when individuals need to formally declare their beneficiaries for insurance policies, pension benefits, investment accounts, or other assets requiring beneficiary designation. The form must comply with Law No. 24 of 2013 on Population Administration for identification requirements and Law No. 27 of 2022 on Personal Data Protection for handling sensitive personal information. The Beneficiary Declaration Form typically requires notarization under Law No. 2 of 2014 on Notary Position to ensure its legal validity and enforceability.

Suggested Sections

1. Declarant Information: Personal details of the person making the declaration, including full legal name, ID number (NIK), date of birth, and current address

2. Asset/Policy Details: Information about the asset, insurance policy, or account for which beneficiaries are being declared

3. Primary Beneficiary Designation: Details of the primary beneficiary(ies) including full name, relationship to declarant, ID number, contact information, and percentage of distribution

4. Declaration and Consent: Formal statement confirming the truth of the information provided and consent to process personal data

5. Signature Section: Space for declarant's signature, date, and required stamp duty (meterai)

6. Witness Authentication: Section for witness signatures and notary authentication as required by Indonesian law

Optional Sections

1. Contingent Beneficiaries: Used when designating secondary beneficiaries in case primary beneficiaries are deceased or unable to receive the benefit

2. Special Instructions: Include when there are specific conditions or instructions for distribution of benefits

3. Guardian Information: Required when beneficiaries include minors or legally incapacitated individuals

4. Spousal Consent: Needed when local or religious law requires spousal approval for beneficiary designation

5. Religious Declaration: Optional section for declaring if Islamic law (or other religious laws) should be considered in the distribution

Suggested Schedules

1. Schedule A - Additional Beneficiary Information: Detailed information for multiple beneficiaries including their full addresses and contact details

2. Schedule B - Required Documentation Checklist: List of supporting documents required for both declarant and beneficiaries

3. Schedule C - Distribution Terms: Detailed breakdown of benefit distribution percentages and conditions

4. Appendix 1 - Identity Document Copies: Copies of required identity documents for declarant and beneficiaries

5. Appendix 2 - Relationship Evidence: Supporting documents proving relationship between declarant and beneficiaries

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

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Banking

Insurance

Asset Management

Financial Services

Investment Management

Pension Funds

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Corporate Services

Legal Services

Estate Planning

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Legal

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Human Resources

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Client Services

Operations

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Insurance Administration

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Insurance Agent

Financial Advisor

Bank Manager

Estate Planning Attorney

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Corporate Secretary

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Risk Manager

Client Relations Manager

Pension Fund Administrator

Trust Officer

Claims Processing Officer

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Let's create your Beneficiary Declaration Form

Authors

Alex Denne

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