Get the free Super Choice Fund Nomination Form

Portfolio focus Essentials Retirement Service Super choice fund nomination form Please complete section 1, 2 and 3 of this form and give it to your employer. Some employees may not be able to choose

How to fill out super choice fund nomination

How to fill out a super choice fund nomination:

1. Obtain the necessary forms: Contact your superannuation fund provider to request the super choice fund nomination form. This form allows you to select the super fund where your employer contributions will be deposited.
2. Provide personal information: Fill in your personal details such as your full name, date of birth, and contact information. Ensure that all the information is accurate and up to date.
3. Choose your super fund: Indicate the name and details of the super fund where you want your contributions to be deposited. You may need to provide the fund's ABN (Australian Business Number) or USI (Unique Superannuation Identifier).
4. Specify your investment options: If your chosen super fund offers different investment options, indicate which option you prefer. This could be a balanced investment portfolio, high growth, cash, etc. You may also have the option to choose a default investment option.
5. Nominate your beneficiaries: If you wish to allocate your superannuation benefits to specific individuals or dependents in the event of your death, provide their full names, dates of birth, and relationship to you. Make sure to review and update this information periodically as your circumstances change.
6. Sign and date the form: Ensure that you sign and date the super choice fund nomination form. Some super funds may also require a witness signature for authenticity, so check the instructions provided by your provider.

Who needs a super choice fund nomination:

1. Employees: If you are an employee and have started a new job, you may need to complete a super choice fund nomination. This allows you to choose the superannuation fund where your employer will deposit your contributions.
2. individuals who want to consolidate their super: If you have multiple super accounts from previous jobs, consolidating them into one fund can simplify your finances and potentially save on fees. A super choice fund nomination allows you to consolidate your super into a single fund of your choice.
3. Self-employed individuals: If you work for yourself or run your own business, you may also need to complete a super choice fund nomination. This ensures that your super contributions are being directed to your chosen fund and helps you plan for retirement.

Remember, it is essential to understand the consequences of your super fund choice and seek professional advice if needed. Regularly reviewing and updating your super choice fund nomination is recommended to ensure it aligns with your financial goals and circumstances.

For pdfFiller’s FAQs

How do I modify my super choice fund nomination in Gmail?

You may use pdfFiller's Gmail add-on to change, fill out, and eSign your super choice fund nomination as well as other documents directly in your inbox by using the pdfFiller add-on for Gmail. pdfFiller for Gmail may be found on the Google Workspace Marketplace. Use the time you would have spent dealing with your papers and eSignatures for more vital tasks instead.

Can I create an eSignature for the super choice fund nomination in Gmail?

Create your eSignature using pdfFiller and then eSign your super choice fund nomination immediately from your email with pdfFiller's Gmail add-on. To keep your signatures and signed papers, you must create an account.

How do I fill out the super choice fund nomination form on my smartphone?

The pdfFiller mobile app makes it simple to design and fill out legal paperwork. Complete and sign super choice fund nomination and other papers using the app. Visit pdfFiller's website to learn more about the PDF editor's features.