When you take out a policy we'll ask you who you want your payout to go to.
Making a nomination
Because we're a friendly society, you can make a nomination. This means you can name a person or people to receive up to £5,000 of your payout. They'll just need to complete the claim form and send us the death certificate, and we will pay them as quickly as possible. If the payout is more than £5,000, we'll pay the rest in line with our death claims process which may take a little longer.
We'll let the person claiming know if we need to see other documents to claim the rest of the money.
£5,000 is the nomination limit across all policies you hold with National Friendly.
If you want to make a nomination, you'll need to complete and return a nomination form. We'll send you one in your welcome pack if you take out a policy or you can visit our Existing Members page to download one.
Placing your policy in trust
This will make sure that the payout goes to those you want to get the money and may have inheritance tax benefits. You'll need to check that any trust you set up allows you to choose the people you want to leave your money to.
If you want to put your policy in trust, you'll need to complete and return a trust form. You may want to get help from a solicitor to do this. You can find out more on our Existing Members page.