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Fund Name Request to Nominate a Diversionary Pension Beneficiary Nomination Made By: Member Name Nomination Made To: Trustee Name and Address Trustee Name and Address Trustee Name and Address Trustee

How to fill out superannuation fund nomination form

How to fill out superannuation fund nomination form:

1. Obtain the form: Contact your superannuation fund provider or visit their website to download the nomination form.
2. Provide personal details: Fill in your full name, address, date of birth, and member identification number, if applicable.
3. Choose beneficiaries: Indicate the beneficiaries who will receive your superannuation benefits in the event of your death. You may need to provide their full names, dates of birth, and relationship to you.
4. Specify the distribution: If you have multiple beneficiaries, determine the percentage or amount each beneficiary should receive. You may also have the option to nominate a single beneficiary as your primary beneficiary.
5. Seek professional advice, if necessary: If you have complex circumstances or wish to consider tax implications, it may be beneficial to consult a financial advisor or estate planner.
6. Sign and date the form: Make sure to read the declaration carefully and sign and date the form in the designated area.
7. Keep copies: Make copies of the completed form for your records and ensure you submit the original form to your superannuation fund provider.

Who needs superannuation fund nomination form:

1. Individuals with a superannuation fund: Anyone who has a superannuation fund account should consider completing a nomination form to ensure their superannuation benefits are distributed according to their wishes.
2. Those with dependents: Individuals with dependents, such as a spouse, children, or financial dependents, may want to nominate beneficiaries to receive their superannuation benefits in the case of their death.
3. Those who want control over their superannuation benefits: By completing a nomination form, you have the opportunity to decide who should receive your superannuation benefits, rather than the decision being left up to the superannuation fund provider.

Note: Superannuation laws and regulations can vary depending on your country and specific circumstances. It is always recommended to seek professional advice and consult with your superannuation fund provider for accurate and up-to-date information.

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What is superannuation fund nomination form?

Superannuation fund nomination form is a document that allows a superannuation fund member to nominate a beneficiary to receive their superannuation benefits in the event of their death.

Who is required to file superannuation fund nomination form?

All superannuation fund members are required to file a superannuation fund nomination form.

How to fill out superannuation fund nomination form?

To fill out a superannuation fund nomination form, a member must provide their personal details, the details of their nominated beneficiary, and sign the form.

What is the purpose of superannuation fund nomination form?

The purpose of a superannuation fund nomination form is to ensure that a member's superannuation benefits are distributed according to their wishes in the event of their death.

What information must be reported on superannuation fund nomination form?

The superannuation fund nomination form must include the member's personal details, the details of the nominated beneficiary, and the date of nomination.