Record a member's beneficiary (nomination)

Steps

1. Open the member’s profile and the Nominations tab.
2. Select Add, enter the beneficiary’s name and relationship, and their share as a percentage.
3. Choose whether it covers one account or all accounts, and upload the signed nomination form.
4. Select Save.

What happens next

A nominee is not a member: they get no shares, borrowing or vote. Without a nomination, balances go to legal heirs on a joint application.