Death benefit nomination form template
If you provide a life insurance/death in service benefit you can issue a Death Benefit Nomination form for your employee to confirm who they want to be considered to receive any lump sum benefit. This could be a family member, a friend, a charity, a business or any other organisation.
- 1 page / 231 words.
- Last updated 21/10/2025.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download as Word / PDF / plain text, or send by email.
- Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
Death benefit nomination form
In the event of my death, I would like my lump sum benefit to be paid to the following named beneficiaries, in the proportions shown:
| Full name of beneficiary: | Relationship: | Percentage of benefit: |
To the Trustees and Scheme Administrators
I understand that this request will be used as a guide
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An Employee Death Benefit Nomination Form is a legal document used by an employee to specify who should receive any death benefits payable from their employer's life insurance policy or pension plan in the event of their death.
Many employers offer life insurance and/or pension plans as part of their employee benefits package. These plans typically provide death benefits in the event of the employee's death. When an employee enrolls in these plans, they are usually required to designate one or more beneficiaries who will receive the death benefits in the event of their death.
The Employee Death Benefit Nomination Form allows the employee to specify or update their beneficiary designation as needed. This can be important if the employee's circumstances change, such as if they get married, have children, or get divorced.
It is usually delivered to the Employer / HR by the Employee.
It should be actioned on recruitment / commencement of benefit, and as and when an update is required.
Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Death benefit nomination form template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
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Is this template compliant with 2025 UK employment law?
Absolutely. All of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
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Can I customise it for my organisation?
Yes, we highlight the areas that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
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Do I get instant access?
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
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What if I need more help, not just this template?
If you're looking for broader support, we also offer toolkits and library bundles that include this template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
