• Nomination of Beneficiary

    CONFIDENTIAL

  • To be completed by the owner of the insurance (the member)

  • Under the NobleOak Life Limited (NobleOak) Benefit Fund Rules the payment of benefits may be paid to a person nominated by you. NobleOak will accept a Nomination of Beneficiary where the owner of the insurance policy (the Member) and the Life Insured are the same person.

    This form provides a direction by you, the Member to NobleOak on how to pay any death benefits that become payable under your life insurance policy. This direction will be followed by NobleOak and may be cancelled by you in writing or by a completion of a new Nomination of Beneficiary form.

    If you have any questions about completing this form please contact us at enquiry@nobleoak.com.au or phone 1300 551 044.

  • Plan details

  • What type of insurance cover do you hold?*

  • As your policy is owned through your Self-Managed Super Fund (SMSF), we are unable to record nominated beneficiaries on your policy at this time.

  • Address*
  • Email*
  • Mobile*
  • Home
  • Work

  • Error: The combined percentage of your nominated beneficiaries must equal 100%. Please adjust the allocation for each beneficiary so the total adds up to 100% before proceeding.

  • Beneficiary 1

  • Please ensure that the percentage allocations add up to a total of 100%.

  • Beneficiary Address*
  • Mobile*
  • Home
  • Work

  • Beneficiary 2

  • Beneficiary Address
  • Mobile
  • Home
  • Work

  • Beneficiary 3

  • Beneficiary Address
  • Mobile
  • Home
  • Work

  • Beneficiary 4

  • Beneficiary Address
  • Mobile
  • Home
  • Work

  • Beneficiary 5

  • Beneficiary Address
  • Mobile
  • Home
  • Work

  • Beneficiary 6

  • Beneficiary Address
  • Mobile
  • Home
  • Work

  • Beneficiary 7

  • Beneficiary Address
  • Mobile
  • Home
  • Work

  • Beneficiary 8

  • Beneficiary Address
  • Mobile
  • Home
  • Work

  • Beneficiary 9

  • Beneficiary Address
  • Mobile
  • Home
  • Work

  • Beneficiary 10

  • Beneficiary Address
  • Mobile
  • Home
  • Work
    • Additional Beneficiaries 

    • If you would like to nominate more than 10 beneficiaries for your policy, please email us at enquiry@nobleoak.com.au.

      In your email, include:

      • The full list of beneficiaries, including; name and date of birth.
      • The percentage allocation for each beneficiary.
      • Address and contact information for each beneficiary.
      • Ensure the total allocation adds up to 100%.

  • Declaration

  • I {name} confirm this Nomination of Beneficiary or beneficiaries and acknowledge that it will not apply until it has been confirmed by NobleOak Life Limited.

  • Date*
     / /

  • NobleOak Life Limited ABN 85 087 648 708 Australian Financial Services License No 247302
    T 1300 551 044 F 02 9299 7852 E enquiry@nobleoak.com.au M GPO Box 4793, Sydney, NSW

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