Get the free Reversionary Beneficiary Nomination Form - AMG Super

AMG Super ABN 300 993 205 83 PO Box 3528 Tingalpa DC Qld 4173 Phone 1300 264 264 Fax 07 3899 7299 Email info amgsuper. Com.au Issued by the trustee Equity Trustees Superannuation Limited ABN 50 055 641 757 AFS Licence No 229757 RSE Licence No L0001458 1. Member s Full Name Signature On completion of this form please print and sign by hand Date Please return this completed form to AMG Super PO Box 3528 Tingalpa DC Qld 4173 or email to info amgsuper. com.au Fax 07 3902 9899 Website www....

How to fill out reversionary beneficiary nomination form

How to fill out reversionary beneficiary nomination form

1. Read the instructions carefully before filling out the form.
2. Enter your personal details, such as your full name, date of birth, and contact information.
3. Specify the name of the primary beneficiary and their relationship to you.
4. Indicate the percentage of the benefit you want to allocate to the primary beneficiary.
5. Include the details of the reversionary beneficiary, such as their name and contact information.
6. State the relationship between you and the reversionary beneficiary.
7. Specify the percentage of the benefit you want to allocate to the reversionary beneficiary.
8. Sign and date the form.
9. Submit the completed form to the appropriate authority or organization.

Who needs reversionary beneficiary nomination form?

1. Anyone who wants to designate a reversionary beneficiary for their financial assets or insurance policies.
2. Individuals who wish to ensure that their benefits pass on to a specific person or entity in the event of their death.
3. People who want to have control and flexibility over the distribution of their assets after their passing.
4. Those who have a reversionary beneficiary in mind and want to make their intentions legally binding.

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What is reversionary beneficiary nomination form?

The reversionary beneficiary nomination form is a legal document that allows the policyholder to name a beneficiary who will receive the benefits of the policy if the primary beneficiary dies before them.

Who is required to file reversionary beneficiary nomination form?

The policyholder is required to file the reversionary beneficiary nomination form.

How to fill out reversionary beneficiary nomination form?

To fill out the reversionary beneficiary nomination form, the policyholder must provide their personal information, details of the primary beneficiary, and the details of the reversionary beneficiary.

What is the purpose of reversionary beneficiary nomination form?

The purpose of the reversionary beneficiary nomination form is to ensure that the benefits of the policy are passed on to the reversionary beneficiary if the primary beneficiary dies before the policyholder.

What information must be reported on reversionary beneficiary nomination form?

The reversionary beneficiary nomination form must include the policyholder's details, details of the primary beneficiary, details of the reversionary beneficiary, and the policy details.