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Fund Name Direction to Trustee to pay Death Benefit Nomination Made By: Member Name Nomination Made To: Trustee Name and Address Trustee Name and Address Trustee Name and Address Trustee Name and
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How to fill out superannuation fund nomination form
How to fill out superannuation fund nomination form:
01
Obtain the form: The first step is to obtain the superannuation fund nomination form. This can usually be done by requesting it from your superannuation fund provider or downloading it from their website.
02
Read the instructions: Before starting to fill out the form, carefully read the instructions provided. This will help you understand the purpose of the form and the information required.
03
Personal details: Fill in your personal details accurately, including your full name, date of birth, and contact information. Ensure that all the information provided is up to date.
04
Beneficiary details: Identify the beneficiaries who you intend to nominate to receive your superannuation benefits in case of your death. Provide their full names, relationship to you, and their contact details.
05
Percentage allocation: Indicate the percentage of your superannuation benefit that you would like each beneficiary to receive. Make sure the total allocation adds up to 100%.
06
Witness signature: Some superannuation fund nomination forms require a witness signature to validate the nomination. If necessary, arrange for a witness to sign the form accordingly. The witness may need to provide their details as well.
07
Submit the form: Once you have filled out the form completely, double-check all the information for accuracy. Sign and date the form before submitting it to your superannuation fund provider. Follow any additional instructions provided regarding submission methods.
Who needs superannuation fund nomination form:
01
Employees with a superannuation fund: Individuals who have an active superannuation fund are typically required to fill out a superannuation fund nomination form. This ensures that their superannuation benefits are distributed according to their wishes in case of their death.
02
Individuals with dependents: Anyone who has dependents, such as a spouse, children, or other financial dependents, should consider filling out a superannuation fund nomination form. This helps ensure that their dependents are provided for after their passing.
03
Individuals who want to control the distribution of their superannuation benefits: By completing a superannuation fund nomination form, individuals can have more control over who receives their superannuation benefits. This is especially important for those who may have specific wishes or beneficiaries outside of their legal next of kin.
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What is superannuation fund nomination form?
Superannuation fund nomination form is a document that allows an individual to nominate who will receive their superannuation benefits in the event of their death.
Who is required to file superannuation fund nomination form?
Individuals with superannuation accounts are required to file a superannuation fund nomination form if they wish to specify beneficiaries for their superannuation benefits.
How to fill out superannuation fund nomination form?
To fill out a superannuation fund nomination form, one must provide their personal details, specify the nominated beneficiaries, and sign the form in accordance with the instructions provided.
What is the purpose of superannuation fund nomination form?
The purpose of a superannuation fund nomination form is to ensure that the superannuation benefits are distributed according to the wishes of the deceased individual and to avoid any disputes among potential beneficiaries.
What information must be reported on superannuation fund nomination form?
The superannuation fund nomination form typically requires personal details of the account holder, details of nominated beneficiaries, and signatures to make the nomination valid.
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