Get the free Nomination of beneficiaries form - Prime Super

Nomination of beneficiaries form Please complete this form to nominate who receives your superannuation benefit in the event of your death. Please complete in pen using BLOCK letters. Print X to mark

How to fill out nomination of beneficiaries form

How to fill out a nomination of beneficiaries form:

1. Obtain the form: Start by obtaining the nomination of beneficiaries form from the relevant institution or organization. This may be a financial institution, insurance company, or a retirement plan administrator.
2. Provide personal information: Fill in your personal information as requested on the form. This typically includes your full name, date of birth, contact information, and social security number.
3. Designate primary beneficiaries: Indicate the primary beneficiaries who will receive the benefits in the event of your death. Provide their full names, relationship to you, and their contact information.
4. Designate contingent beneficiaries: If you want to designate contingent beneficiaries, specify their information as well. Contingent beneficiaries will only receive the benefits if the primary beneficiaries predecease you or are unable to claim the benefits.
5. Specify the distribution percentages: If you want to allocate the benefits among multiple beneficiaries, indicate the percentage of the total amount that each beneficiary should receive. These percentages should add up to 100%.
6. Review and sign: Double-check all the information you have provided on the form to ensure accuracy. Read any instructions or disclaimers carefully. Once you are satisfied, sign and date the form.
7. Submit the form: Submit the completed form to the institution or organization that requires it. Follow their instructions regarding submission methods, which may include mailing, faxing, or delivering it in person.

Who needs a nomination of beneficiaries form?

1. People with life insurance policies: Those who have life insurance policies often need to complete a nomination of beneficiaries form to specify who will receive the death benefit.
2. Retirement plan participants: Individuals who have contributed to employer-sponsored retirement plans, such as 401(k) plans or IRAs, may be required to complete this form to designate beneficiaries for their account balances.
3. Members of pension plans: Pension plan participants may need to fill out a nomination of beneficiaries form to ensure that their pension benefits are paid to their chosen beneficiaries after their death.
4. Account holders with financial institutions: Certain financial accounts, such as bank accounts or investment accounts, may require the completion of a nomination of beneficiaries form to determine who receives the remaining funds upon the account holder's death.

Note: The specific circumstances and requirements for completing a nomination of beneficiaries form may vary depending on the institution or organization administering the policy or plan.

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What is nomination of beneficiaries form?

Nomination of beneficiaries form is a legal document used to designate individuals who will receive the benefits of a financial account or insurance policy in the event of the account holder's death.

Who is required to file nomination of beneficiaries form?

Individuals who have financial accounts or insurance policies with designated beneficiaries are required to file a nomination of beneficiaries form.

How to fill out nomination of beneficiaries form?

To fill out a nomination of beneficiaries form, you typically need to provide details of the beneficiaries you are nominating and confirm their relationship to you.

What is the purpose of nomination of beneficiaries form?

The purpose of a nomination of beneficiaries form is to ensure that the assets held in the account or policy are distributed according to the account holder's wishes.

What information must be reported on nomination of beneficiaries form?

The nomination of beneficiaries form typically requires information such as the full name, date of birth, and relationship to the account holder of each named beneficiary.