explaining our online nomination of beneficiary service

10
A step by step guide to the online beneficiary nomination

Upload: ellipseuk

Post on 12-Apr-2017

447 views

Category:

Economy & Finance


0 download

TRANSCRIPT

Page 1: Explaining our online Nomination of Beneficiary service

A step by step guide to the online beneficiary nomination

Page 2: Explaining our online Nomination of Beneficiary service

You will receive an email that looks like this

Your employer’s name is displayed here

Click on the link to register on our website.

Page 3: Explaining our online Nomination of Beneficiary service

Once you have registered and logged in…

You will see this home page.

To complete the beneficiary nomination form, click on this option.

Page 4: Explaining our online Nomination of Beneficiary service

The next page explains the process

Full instructions are provided above and you can begin completing the form by filling in the boxes below.

Page 5: Explaining our online Nomination of Beneficiary service

More than one beneficiary can easily be accommodated

When a beneficiary has been added an extra line appears so that you can add another beneficiary.

Multiple beneficiaries can be added, but their combined shares cannot exceed 100%.

When you are finished click on this link.

Page 6: Explaining our online Nomination of Beneficiary service

The document is then produced instantly

Click on the ‘Browse the document store’ link on the home page, then click on the PDF icon here to download the document.

Page 7: Explaining our online Nomination of Beneficiary service

You will also receive an email to download the same document

Page 8: Explaining our online Nomination of Beneficiary service

The document is then produced as a PDF

It will remain in the secure document store indefinitely. You can print it or save it to your PC or other device.

Page 9: Explaining our online Nomination of Beneficiary service

That’s it, all done.

Page 10: Explaining our online Nomination of Beneficiary service

Ellipse is the trading style of the UK Branch of ERGO Lebensversicherung Aktiengesellschaft, which is registered in England. Registration Number: BR010594.

Registered office: 15 Bermondsey Square, London SE1 3UN.

ERGO Lebensversicherung Aktiengesellschaft is authorised by BaFin (the German regulator), registration number 1184 and is subject to limited regulation by the Financial Conduct Authority. Details of the extent of our regulation by the Financial Conduct Authority are available upon request.