Get the free Binding Nomination of Beneficiary Form - AMG Super

Com.au Issued by the trustee Equity Trustees Superannuation Limited ABN 50 055 641 757 AFS Licence No 229757 RSE Licence No L0001458 Section 3 IMPORTANT INFORMATION ABOUT BINDING NOMINATION OF BENEFICIARIES Read these notes before making your nomination. 1. 9. You may revoke or change your nomination at any time by completing a new Binding Nomination of Beneficiaries Form. Com.au Website www. amgsuper. com.au We are committed to respecting the privacy of the personal information you give us....

How to fill out binding nomination of beneficiary

How to fill out binding nomination of beneficiary

1. Step 1: Obtain a binding nomination of beneficiary form from your insurance provider or superannuation fund.
2. Step 2: Read the instructions and guidelines provided with the form carefully.
3. Step 3: Fill in your personal details such as name, address, date of birth, and contact information in the designated fields.
4. Step 4: Specify the beneficiaries you want to nominate by providing their full names, addresses, and relationship to you.
5. Step 5: Indicate the percentage or share of the benefit that you want each nominated beneficiary to receive.
6. Step 6: Review the completed form to ensure all the information is accurate and complete.
7. Step 7: Sign and date the form in the designated area.
8. Step 8: Submit the completed form to your insurance provider or superannuation fund as per their instructions.
9. Step 9: Keep a copy of the filled-out form for your records.

Who needs binding nomination of beneficiary?

1. Anyone with an insurance policy or superannuation fund can benefit from a binding nomination of beneficiary.
2. It is especially important for individuals who want to ensure that their benefit is distributed according to their preferences upon their death.
3. Having a binding nomination of beneficiary provides certainty and can prevent disputes or conflicts among potential beneficiaries.
4. People with dependents, such as spouse, children, or other family members, often choose to make a binding nomination to secure their financial future.
5. Individuals who want to avoid the default distribution of benefits decided by the insurance provider or superannuation fund may also opt for a binding nomination.

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What is binding nomination of beneficiary?

Binding nomination of beneficiary is a formal instruction given by a superannuation fund member to specify who will receive the superannuation benefits in the event of their death.

Who is required to file binding nomination of beneficiary?

Superannuation fund members are generally required to file a binding nomination of beneficiary.

How to fill out binding nomination of beneficiary?

To fill out a binding nomination of beneficiary, a superannuation fund member needs to complete the necessary form provided by their fund and specify the details of the nominated beneficiaries.

What is the purpose of binding nomination of beneficiary?

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

What information must be reported on binding nomination of beneficiary?

The binding nomination of beneficiary must include the full name, date of birth, and relationship to the fund member of each nominated beneficiary.