The Nomination And Declaration Form is a crucial document in South African financial and estate planning, used to formally record an individual's wishes regarding the distribution of benefits from various financial products, pension funds, or insurance policies. The form must comply with several pieces of South African legislation, including the Pension Funds Act 24 of 1956, the Financial Advisory and Intermediary Services Act, and the Protection of Personal Information Act. It is typically used when individuals need to designate beneficiaries for their pension funds, retirement annuities, life insurance policies, or other financial products. The document includes detailed personal information of the declarant and nominated beneficiaries, specific allocation instructions, and requires proper witnessing to ensure legal validity. In cases where the declarant is married in community of property, additional spousal consent may be required.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc
1. Personal Information of Declarant: Details of the person making the nomination including full names, ID number, contact details, and relevant account/membership numbers
2. Institution Details: Information about the financial institution, fund, or organization to which the nomination applies
3. Beneficiary Nominations: Detailed section for nominating beneficiaries, including their personal information, relationship to declarant, and percentage allocation
4. Declaration Statement: Formal declaration confirming the truth of information provided and understanding of the nomination's implications
5. Signature Block: Space for declarant's signature, date, and witness signatures
1. Alternate Beneficiaries: Section for nominating secondary beneficiaries in case primary beneficiaries predecease the declarant
2. Special Instructions: Additional instructions or conditions related to the nomination
3. Guardian Details: Required when beneficiaries include minors - details of proposed guardians for managing benefits
4. Revocation of Previous Nominations: Specific section to explicitly revoke any previous nomination forms
5. Spousal Consent: Required for married persons in community of property making certain types of nominations
1. Schedule A - Beneficiary Details: Detailed schedule for multiple beneficiaries' information including full names, ID numbers, contact details, and allocated percentages
2. Schedule B - Supporting Documents Checklist: List of required supporting documents such as ID copies, marriage certificates, or other relevant documentation
3. Appendix 1 - Terms and Conditions: Standard terms and conditions applicable to the nomination
4. Appendix 2 - Guidelines for Completion: Instructions and guidelines for correctly completing the nomination form
Relevant legal definitions
Declarant
Beneficiary
Alternate Beneficiary
Nominee
Fund
Benefits
Institution
Member
Policy
Spouse
Guardian
Trustees
Witness
Nomination
Declaration
Death Benefits
Dependent
Account
Identity Document
Marriage
Civil Union
Community of Property
Administrator
Financial Provider
Policy Benefits
Proceeds
Personal Information
Revocation
Signature Date
Effective Date
Distribution
Allocation Percentage
Legal Representative
Minor
Next of Kin
Estate
Beneficiary
Alternate Beneficiary
Nominee
Fund
Benefits
Institution
Member
Policy
Spouse
Guardian
Trustees
Witness
Nomination
Declaration
Death Benefits
Dependent
Account
Identity Document
Marriage
Civil Union
Community of Property
Administrator
Financial Provider
Policy Benefits
Proceeds
Personal Information
Revocation
Signature Date
Effective Date
Distribution
Allocation Percentage
Legal Representative
Minor
Next of Kin
Estate
Clauses
Personal Information
Beneficiary Nomination
Declaration
Consent
Witness Requirements
Revocation
Data Protection
Authentication
Execution
Amendment
Distribution Instructions
Spousal Consent
Guardian Appointment
Supporting Documentation
Processing of Information
Verification
Legal Compliance
Acknowledgment
Confirmation of Understanding
Terms and Conditions
Beneficiary Nomination
Declaration
Consent
Witness Requirements
Revocation
Data Protection
Authentication
Execution
Amendment
Distribution Instructions
Spousal Consent
Guardian Appointment
Supporting Documentation
Processing of Information
Verification
Legal Compliance
Acknowledgment
Confirmation of Understanding
Terms and Conditions
Relevant Industries
Financial Services
Insurance
Banking
Pension Fund Administration
Employee Benefits
Wealth Management
Estate Planning
Legal Services
Human Resources
Relevant Teams
Human Resources
Legal
Compliance
Employee Benefits
Fund Administration
Client Services
Risk Management
Records Management
Wealth Management
Estate Planning
Relevant Roles
Fund Administrator
Benefits Coordinator
HR Manager
Financial Advisor
Legal Counsel
Compliance Officer
Pension Fund Trustee
Estate Planning Specialist
Employee Benefits Manager
Risk Manager
Client Services Manager
Records Manager
Find the exact document you need
Driving Licence Self Declaration Form
A South African regulatory document for self-declaring driving fitness and eligibility for obtaining or renewing a driving license under national traffic legislation.
find out more
Declaration Of Plagiarism
A South African legal document where authors declare their work is original and properly cited, in compliance with local copyright laws and academic integrity standards.
find out more
Declaration Of No Conflict Of Interest
A South African legal document where an individual formally declares the absence of any conflicts of interest that could impact their professional duties.
find out more
Declaration
A legally binding sworn statement certified by a Commissioner of Oaths under South African law, used to formally declare facts or intentions.
find out more
Legal Declaration
A formal sworn statement made under South African law, certified by a Commissioner of Oaths, serving as legal evidence of declared facts or intentions.
find out more
Declaration Of Interest
A South African legal document for declaring potential conflicts of interest and personal, professional, or financial interests as required by local corporate governance laws.
find out more
Form Of Declaration
A legally binding sworn statement certified by a Commissioner of Oaths under South African law, declaring specific facts or circumstances to be true.
find out more
Non Employment Self Declaration Form
A South African legal document declaring independent contractor status and distinguishing from employment relationships, compliant with local labor and tax laws.
find out more
Self Declaration Document
A legally binding sworn statement made under South African law, declared before a Commissioner of Oaths, used to formally verify facts or circumstances.
find out more
Nomination And Declaration Form
A South African legal document for nominating beneficiaries and declaring intentions regarding benefit distribution in financial and pension products.
find out more
Self Declaration Form For Job Application
A South African law-compliant self-declaration form for job applicants to declare personal information, employment history, and legal status for employment consideration.
find out more
Declaration Letter For Student
A legally binding document under South African law where students formally declare specific information or circumstances related to their academic status or personal situation.
find out more
Declaration Letter For Missing Documents
A formal sworn statement under South African law declaring the loss or absence of important documents, executed before a Commissioner of Oaths.
find out more
Declaration Letter For Employee
A formal employee declaration document under South African law used to record official statements or confirmations from employees regarding their circumstances, qualifications, or policy compliance.
find out more
Declaration Form For Scholarship
A South African legal document for scholarship applications and declarations, compliant with NSFAS and POPIA requirements, used for managing scholarship awards and recipient obligations.
find out more
Living Will Declaration Form
A South African legal document allowing individuals to specify advance healthcare directives and end-of-life treatment preferences.
find out more
Payment Declaration Letter
A formal South African document declaring payment details and confirming compliance with local financial regulations and requirements.
find out more
Self Declaration
A legally binding written statement under South African law where an individual formally declares certain facts or circumstances to be true, verified by a Commissioner of Oaths.
find out more
My Health Declaration
A South African law-compliant health declaration document for recording and declaring individual health status and medical history.
find out more
Health Declaration Form
A South African-compliant form for declaring personal health status and medical history, adhering to POPIA and National Health Act requirements.
find out more
Declaration Of Own Work
A South African legal document certifying the originality and authenticity of an individual's work, used in academic and professional settings.
find out more
Self Employment Declaration
A legal declaration document used in South Africa to formally establish and confirm an individual's status as self-employed or an independent contractor.
find out more
Thesis Declaration
A legally binding declaration document used in South African higher education institutions to confirm thesis originality and compliance with academic standards.
find out more
Signed Declaration Of Applicant And The Parent Legal Guardian
A South African legal document combining a minor's declaration with parental/guardian consent and authorization, authenticated by a Commissioner of Oaths.
find out more
Self Declaration Form For Scholarship
A legally binding declaration form used in South Africa for scholarship applications, containing personal, academic, and financial information declarations under oath.
find out more
Salary Declaration Letter
A formal South African employer-issued document confirming an employee's salary and compensation details for official purposes.
find out more
Parents Declaration Form For Scholarship
A South African legal document for parents to declare financial status and commit to scholarship terms for their child's education, compliant with local education and privacy laws.
find out more
Driving Licence Declaration Form
A South African legal document for declaring driving license status, qualifications, and related information under the National Road Traffic Act.
find out more
Declaration Of Undertaking
A formal legal document under South African law where a party makes binding commitments or promises to another party or authority.
find out more
Declaration In Lieu Of Affidavit
A formal South African legal document for declaring facts as true, signed before a Commissioner of Oaths, serving as an alternative to a sworn affidavit.
find out more
Custodian Of Records Affidavit
A sworn legal document under South African law certifying an individual's role as custodian of specific records and attesting to their authenticity and proper maintenance.
find out more
Age Declaration Form
A South African legal document for formal declaration of an individual's age, used for official age verification purposes.
find out more
Age Declaration Certificate
A legally binding document used in South Africa to formally declare an individual's age under oath, certified by a Commissioner of Oaths.
find out more
Declaration Of Domicile
A formal legal declaration under South African law establishing an individual's permanent residence and intention to remain in South Africa indefinitely.
find out more
Sworn Declaration
A South African legal document containing statements made under oath or affirmation, certified by a Commissioner of Oaths and used for official or evidentiary purposes.
find out more
Declaration Card
A mandatory customs and immigration declaration document required for all travelers entering South Africa, governed by South African customs and immigration laws.
find out more
Cargo Declaration
A mandatory customs document required under South African law that declares cargo details for imports, exports, or transit goods, governed by national customs legislation.
find out more
International Travel Declaration Form
A mandatory South African legal document for declaring personal, travel, health, and customs information for international travel.
find out more
Declaration Of Origin
A South African customs document certifying the country of origin of exported goods, complying with national customs regulations and international trade agreements.
find out more
Vat Declaration Form
A mandatory South African tax form for declaring VAT collections, payments, and calculations to SARS by registered VAT vendors.
find out more
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)
.png)