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Smart save McDowell Financial Services Ltd (Trustee) ABN 55 010 810 607 RSE License No. L0000888 AFS License No. 237628 Fund Registration No. R1001341 Beneficiary Nomination Form 1. Personal Details
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How to fill out smartsave beneficiary nomination
How to fill out smartsave beneficiary nomination:
01
Begin by gathering all necessary information and documents. This may include identification documents, contact information for the beneficiaries, and any supporting documentation required by your financial institution.
02
Review the beneficiary nomination form provided by smartsave. Familiarize yourself with the questions and sections you will need to complete.
03
Provide your personal information, including your full name, address, and contact details.
04
Enter the details of each beneficiary. This usually includes their full name, relationship to you, and their contact information. You may also need to specify the percentage or share of the benefits that each beneficiary should receive.
05
If necessary, include any additional information or special instructions in the designated sections of the form. This could include details regarding contingent beneficiaries or specific conditions for the distribution of benefits.
06
Review the completed form for accuracy and ensure all required fields are filled out correctly.
07
Sign the form in the appropriate spaces provided. Some financial institutions may require additional witnesses or notarization, so be sure to follow their specific instructions.
08
Make a copy of the completed and signed form for your records.
09
Submit the completed beneficiary nomination form to your financial institution. This may involve mailing it, dropping it off in person, or submitting it electronically, depending on their preferred submission method.
Who needs smartsave beneficiary nomination?
01
Individuals who have a smartsave account and wish to designate beneficiaries to receive the benefits or proceeds from the account upon their death or incapacitation.
02
Those who want to ensure that their assets are distributed according to their wishes and avoid potential conflicts or legal disputes.
03
People who may have dependents or loved ones who rely on financial support and want to provide for their well-being in the event of their passing.
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