Get the free BINDING BENEFICIARY NOMINATION Super Solutions factsheet

BINDING BENEFICIARY NOMINATION Super Solutions' fact sheet and form WHAT IS A BINDING BENEFICIARY NOMINATION? MAKING A VALID NOMINATION A binding beneficiary nomination can provide you with greater

How to fill out binding beneficiary nomination super

How to fill out binding beneficiary nomination super:

1. Start by obtaining the necessary forms from your superannuation fund. These forms may be available on their website or you can request them directly from the fund.
2. Fill in your personal details, including your full name, date of birth, and member number. Provide accurate and up-to-date contact information as well.
3. Indicate the type of nomination you are making. In this case, select "binding beneficiary nomination."
4. Specify the beneficiaries and their proportional allotments. Clearly state the full name, date of birth, and relationship to you for each beneficiary. You can allocate a percentage or fixed amount to each beneficiary.
5. Consider seeking legal advice to ensure your nomination meets all legal requirements and protects your intended beneficiaries.
6. Sign and date the nomination form, and provide any requested witness signatures or other documentation as required by your superannuation fund.
7. Submit the completed form to your superannuation fund by the specified deadline, either electronically or by mail.

Who needs binding beneficiary nomination super:

1. Individuals who have a superannuation fund and wish to have control over who receives their superannuation benefits after their death.
2. Those who have specific beneficiaries in mind and want to ensure their wishes are legally enforceable.
3. People who have complex family situations, such as blended families or dependents with special needs, and want to provide clear instructions on how their superannuation benefits should be distributed.
4. Individuals who want to minimize the potential for disputes or challenges regarding the distribution of their superannuation benefits among their potential beneficiaries.
5. Anyone who wants peace of mind knowing that their superannuation benefits will be distributed according to their wishes and without unnecessary complications.

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What is binding beneficiary nomination super?

Binding beneficiary nomination super is a legal document that allows a member of a superannuation fund to specify who will receive their superannuation benefits in the event of their death.

Who is required to file binding beneficiary nomination super?

Any member of a superannuation fund who wishes to have control over who receives their superannuation benefits upon their death is required to file a binding beneficiary nomination super.

How to fill out binding beneficiary nomination super?

To fill out a binding beneficiary nomination super, the member must complete the form provided by their superannuation fund, specifying the full name, date of birth, and relationship of the nominated beneficiary.

What is the purpose of binding beneficiary nomination super?

The purpose of binding beneficiary nomination super is to ensure that the member's superannuation benefits are distributed according to their wishes and not left to the discretion of the fund trustee.

What information must be reported on binding beneficiary nomination super?

On a binding beneficiary nomination super form, the member must report the full name, date of birth, and relationship of the nominated beneficiary.