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Insurance Nomination Form

An insurance nomination form lets employees name beneficiaries for company-provided group term life and group personal accident cover, and appoint a person to receive the claim for a minor nominee. HR passes the details to the insurer or broker when enrolling the employee.

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[Company Logo][Company Name]

GROUP INSURANCE NOMINATION FORM

Employee Name:: [Employee Name]
Employee ID:: [Employee ID]
Date of Joining:: [Date of Joining]
Insurer / Broker:: [Insurer Name] / [Broker Name]

A. Policies Covered

Group Term Life – Policy No. [Policy Number]
Group Personal Accident – Policy No. [Policy Number]
Other: [Specify]

B. Employee Details

Full Name as per PAN
Date of Birth
Gender
Mobile Number
Email ID

C. Nominee Details

Nominee Name	Relationship	Date of Birth	Share (%)	Mobile Number
[Nominee Name]	[Relationship]	[DD/MM/YYYY]	[%]	[Mobile]
[Nominee Name]	[Relationship]	[DD/MM/YYYY]	[%]	[Mobile]
[Nominee Name]	[Relationship]	[DD/MM/YYYY]	[%]	[Mobile]

D. Appointee (if nominee is a minor)

Appointee Name
Relationship with Minor
Mobile Number

E. Consent

I consent to [Company Name] sharing my details and my nominees' details with the insurer and broker for enrolment, endorsement and claim processing under the policies above.

F. HR Enrolment Record

Data sent to insurer / broker on
Endorsement / member ID
Cover effective from

Declaration

I declare the details above are correct and that this nomination replaces any earlier nomination under the same policies. I understand that the benefit is subject to the insurer's policy terms.

Signature of Employee
[Employee Name]
Date: [Date]
Place: [Work Location]

Verified by
[HR Name]
HR Department, [Company Name]
Date: [Date]

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What this template includes

Policy types covered (GTL, GPA) and sum assured reference
Nominee details with shares
Appointee for minor nominees
Health cover dependants separate from life nominees
Consent to share data with the insurer and broker
HR enrolment and endorsement tracking

When to use it

When adding a new joiner to group term life or personal accident cover
At annual policy renewal when nominee data is refreshed
When the employee wants to change a beneficiary
When the company introduces a new group insurance policy

How to customise this template

1Insert your policy names, numbers and insurer
2Add a section for group health dependants if you use one form
3Mention the cover amount formula, such as a multiple of CTC
4Add the broker's contact for claims

HR tips

Send enrolment data to the insurer promptly so cover starts on time
Keep nominee shares totalling 100%
Confirm in writing when the endorsement is done
Remind employees to update nominees after life events

Policy terms, eligibility and nomination rules are set by the insurer; check the policy document and review this form with your broker or adviser.

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Frequently asked questions

What is group insurance nomination?+

It is the employee's choice of who receives the claim amount under the company's group term life or personal accident policy.

What is an appointee?+

An appointee is an adult who receives the claim on behalf of a minor nominee until the nominee becomes an adult.

Is the health insurance dependant the same as a nominee?+

No. Health insurance dependants are covered persons; nominees are people who receive a life or accident claim payout.

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[Company Logo][Company Name]

PF NOMINATION DETAILS FORM (INTERNAL WORKSHEET)

Employee Name:: [Employee Name]
Employee ID:: [Employee ID]
UAN:: [UAN]
Date:: [Date]

Important: This is an internal company worksheet and not an official EPFO form. You must also complete the official EPFO nomination (e-nomination on the member portal or as required).

Part 1: Family Members

Name	Relationship	Date of Birth	Dependent (Yes / No)
[Name]	[Relationship]	[DD/MM/YYYY]	[Yes / No]
[Name]	[Relationship]	[DD/MM/YYYY]	[Yes / No]
[Name]	[Relationship]	[DD/MM/YYYY]	[Yes / No]
[Name]	[Relationship]	[DD/MM/YYYY]	[Yes / No]

Part 2: Proposed Provident Fund Nominees

Nominee Name	Relationship	Date of Birth	Address	Share (%)
[Nominee Name]	[Relationship]	[DD/MM/YYYY]	[Address]	[%]
[Nominee Name]	[Relationship]	[DD/MM/YYYY]	[Address]	[%]
[Nominee Name]	[Relationship]	[DD/MM/YYYY]	[Address]	[%]

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PF Nomination Form

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[Company Logo][Company Name]
GRATUITY NOMINATION DECLARATION (INTERNAL)
Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Date of Joining:
[Date of Joining]
Department:
[Department]
Note: This is an internal company declaration. The prescribed statutory nomination format will also be completed where required.
1. Family Details
Name Relationship Date of Birth Address
[Name] [Relationship] [DD/MM/YYYY] [Address]
[Name] [Relationship] [DD/MM/YYYY] [Address]
[Name] [Relationship] [DD/MM/YYYY] [Address]
2. Nominees for Gratuity
Nominee Name Relationship Age Address Share of Gratuity (%)
[Nominee Name] [Relationship] [Age] [Address] [%]
[Nominee Name] [Relationship] [Age] [Address] [%]
[Nominee Name] [Relationship] [Age] [Address] [%]
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[Company Logo][Company Name]
NEW EMPLOYEE JOINING FORM
Company:
[Company Name]
Employee ID:
[Employee ID]
Date of Joining:
[Date of Joining]
Please fill all sections in capital letters and attach self-attested copies of the documents listed in Section 7. Paste a recent passport-size photograph in the box provided.
1. Personal Details
Full Name (as per PAN)
Father's / Spouse's Name
Date of Birth (DD/MM/YYYY)
Gender
Marital Status
Blood Group
Nationality
Mobile Number
Personal Email ID
Aadhaar (last 4 digits / masked copy)
2. Address
Current Address with PIN Code
Permanent Address with PIN Code
Years at Current Address
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New Employee Joining Form
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[Company Logo][Company Name]
NEW EMPLOYEE INFORMATION FORM
Company:
[Company Name]
Expected Date of Joining:
[Date of Joining]
Section 1: Basic Information
Full Name
Preferred Name (for email and ID card)
Mobile Number
Personal Email ID
City of Residence
Section 2: Role Information (to be pre-filled by HR)
Designation [Designation]
Department [Department]
Reporting Manager [Reporting Manager]
Work Location [Work Location]
Work Pattern (Office / Hybrid / Remote / Shift)
Section 3: IT and Access Requirements
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New Employee Information Form
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[Company Logo][Company Name]
EMPLOYEE PERSONAL DETAILS FORM
Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Purpose:
New record / Update of existing record
A. Identity
First Name
Middle Name
Last Name / Surname
Name as per PAN
Date of Birth (DD/MM/YYYY)
Place of Birth
Gender
Nationality
Religion (optional)
B. Family
Marital Status
Date of Marriage (if applicable)
Spouse's Name
Father's Name
Mother's Name
Number of Children
C. Contact and Address
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Name	Relationship	Date of Birth	Address
[Name]	[Relationship]	[DD/MM/YYYY]	[Address]
[Name]	[Relationship]	[DD/MM/YYYY]	[Address]
[Name]	[Relationship]	[DD/MM/YYYY]	[Address]

Nominee Name	Relationship	Age	Address	Share of Gratuity (%)
[Nominee Name]	[Relationship]	[Age]	[Address]	[%]
[Nominee Name]	[Relationship]	[Age]	[Address]	[%]
[Nominee Name]	[Relationship]	[Age]	[Address]	[%]

Full Name (as per PAN)
Father's / Spouse's Name
Date of Birth (DD/MM/YYYY)
Gender
Marital Status
Blood Group
Nationality
Mobile Number
Personal Email ID
Aadhaar (last 4 digits / masked copy)

Current Address with PIN Code
Permanent Address with PIN Code
Years at Current Address

Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Work Location	[Work Location]
Work Pattern (Office / Hybrid / Remote / Shift)

First Name
Middle Name
Last Name / Surname
Name as per PAN
Date of Birth (DD/MM/YYYY)
Place of Birth
Gender
Nationality
Religion (optional)

Marital Status
Date of Marriage (if applicable)
Spouse's Name
Father's Name
Mother's Name
Number of Children

[Company Logo][Company Name]

EMPLOYEE BIODATA

Company:: [Company Name]
Post Applied / Appointed:: [Designation]
Photograph:: [Paste passport-size photograph]

1. Personal Particulars

Full Name
Father's / Husband's Name
Date of Birth and Age
Native Place and District
Present Address
Permanent Address
Mobile Number
Marital Status
Height and Weight
Identification Marks (1) and (2)
Aadhaar (last 4 digits / masked copy)

2. Educational Qualification

Examination	School / Board / University	Year of Passing	Percentage / Grade
[10th / SSC]	[Board]	[YYYY]	[%]
[12th / HSC / ITI]	[Board]	[YYYY]	[%]
[Graduation / Diploma]	[University]	[YYYY]	[%]

3. Work Experience

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Employee Biodata Form

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[Company Logo][Company Name]
EMPLOYEE MASTER DATA FORM
Request Type:
New Hire / Change
Effective Date:
[Date]
Prepared by:
[HR Name]
A. Identification
Employee ID [Employee ID]
Full Name (as per PAN) [Employee Name]
Date of Birth
Gender
Date of Joining [Date of Joining]
B. Organisation
Legal Entity
Business Unit
Department [Department]
Cost Centre Code
Work Location [Work Location]
State (for professional tax / LWF)
C. Job
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Employee ID	[Employee ID]
Full Name (as per PAN)	[Employee Name]
Date of Birth
Gender
Date of Joining	[Date of Joining]

Legal Entity
Business Unit
Department	[Department]
Cost Centre Code
Work Location	[Work Location]
State (for professional tax / LWF)

[Company Logo][Company Name]

EMPLOYEE REGISTRATION FORM

Register Serial No.:: [Reference Number]
Date of Registration:: [Date]
Unit / Plant:: [Work Location]

Part 1: Employee Details

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Father's / Spouse's Name
Date of Birth
Mobile Number
Designation	[Designation]
Department	[Department]
Date of Joining	[Date of Joining]
Category (Permanent / Probationer / Trainee / Contract)
Contractor Name (if contract worker)

Part 2: Attendance Enrolment – Time Office

Biometric ID / Card Number
Shift Assigned (General / A / B / C)
Weekly Off
Gate Entry Permitted From (date)

Part 3: Facilities Enrolment – Admin

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Full Name
Preferred Name (for email and ID card)
Mobile Number
Personal Email ID
City of Residence

Insurance Nomination Form

Preview of the form

A. Policies Covered

B. Employee Details

C. Nominee Details

D. Appointee (if nominee is a minor)

E. Consent

F. HR Enrolment Record

Declaration

What this template includes

When to use it

How to customise this template

HR tips

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Frequently asked questions

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