Nomination And Declaration Form for India
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Nomination And Declaration Form
"I need a Nomination and Declaration Form for my company's employee provident fund scheme that includes provisions for multiple nominees with percentage-based distribution and allows for digital signatures, to be implemented by March 2025."
Your data doesn't train Genie's AI
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1. Personal Details of the Account/Policy Holder: Basic information about the nominator including full name, date of birth, contact details, and relevant ID numbers
2. Account/Policy Details: Specific details of the account, policy, or instrument for which the nomination is being made
3. Nominee Details: Complete information about the nominee(s) including name, address, relationship with the nominator, and date of birth
4. Distribution Details: If multiple nominees, specification of share percentage for each nominee
5. Guardian Details: If nominee is a minor, details of the appointed guardian
6. Declaration by Account Holder: Legal declaration confirming the voluntary nature of nomination and authority to make such nomination
7. Witness Information: Details and signatures of witnesses attesting to the nomination
8. Attestation: Space for official attestation by authorized personnel
1. Alternate Nominee Details: Details of alternate nominees in case primary nominee(s) predecease the account holder
2. Cancellation of Previous Nomination: Section to explicitly cancel any previous nominations, if applicable
3. Spouse Consent: Required in certain cases where spouse's consent is necessary for nomination
4. Digital Signature Section: For electronic submission of nomination forms, including digital signature verification details
5. NRI Declaration: Additional declarations required if the nominator or nominee is an NRI
1. Schedule A - Identity Proof Requirements: List of acceptable identity proof documents for nominator and nominee
2. Schedule B - Guidelines for Nomination: Detailed guidelines and rules governing the nomination process
3. Schedule C - Terms and Conditions: Standard terms and conditions applicable to the nomination
4. Appendix 1 - List of Invalid Nominations: Scenarios where nominations would be considered invalid
5. Appendix 2 - Supporting Document Checklist: Checklist of required supporting documents to be submitted with the form
Authors
Banking
Insurance
Financial Services
Asset Management
Corporate Services
Human Resources
Legal Services
Pension Services
Investment Management
Public Sector Undertakings
Private Equity
Mutual Funds
Human Resources
Legal
Compliance
Operations
Risk Management
Client Services
Policy Administration
Claims Processing
Customer Relations
Document Management
Employee Benefits
HR Manager
Compliance Officer
Legal Counsel
Bank Manager
Insurance Agent
Financial Advisor
Employee Benefits Administrator
Risk Manager
Company Secretary
Operations Manager
Policy Administration Officer
Claims Manager
Account Relationship Manager
Pension Fund Manager
HR Business Partner
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