The Beneficiary Declaration Form is a fundamental document used in Indonesia for designating beneficiaries for various types of assets, insurance policies, and financial accounts. It operates within the framework of Indonesian civil law and can accommodate Islamic law principles where applicable. This document becomes necessary when individuals need to formally declare their beneficiaries for insurance policies, pension benefits, investment accounts, or other assets requiring beneficiary designation. The form must comply with Law No. 24 of 2013 on Population Administration for identification requirements and Law No. 27 of 2022 on Personal Data Protection for handling sensitive personal information. The Beneficiary Declaration Form typically requires notarization under Law No. 2 of 2014 on Notary Position to ensure its legal validity and enforceability.
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1. Declarant Information: Personal details of the person making the declaration, including full legal name, ID number (NIK), date of birth, and current address
2. Asset/Policy Details: Information about the asset, insurance policy, or account for which beneficiaries are being declared
3. Primary Beneficiary Designation: Details of the primary beneficiary(ies) including full name, relationship to declarant, ID number, contact information, and percentage of distribution
4. Declaration and Consent: Formal statement confirming the truth of the information provided and consent to process personal data
5. Signature Section: Space for declarant's signature, date, and required stamp duty (meterai)
6. Witness Authentication: Section for witness signatures and notary authentication as required by Indonesian law
1. Contingent Beneficiaries: Used when designating secondary beneficiaries in case primary beneficiaries are deceased or unable to receive the benefit
2. Special Instructions: Include when there are specific conditions or instructions for distribution of benefits
3. Guardian Information: Required when beneficiaries include minors or legally incapacitated individuals
4. Spousal Consent: Needed when local or religious law requires spousal approval for beneficiary designation
5. Religious Declaration: Optional section for declaring if Islamic law (or other religious laws) should be considered in the distribution
1. Schedule A - Additional Beneficiary Information: Detailed information for multiple beneficiaries including their full addresses and contact details
2. Schedule B - Required Documentation Checklist: List of supporting documents required for both declarant and beneficiaries
3. Schedule C - Distribution Terms: Detailed breakdown of benefit distribution percentages and conditions
4. Appendix 1 - Identity Document Copies: Copies of required identity documents for declarant and beneficiaries
5. Appendix 2 - Relationship Evidence: Supporting documents proving relationship between declarant and beneficiaries
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