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Get the free Super choice fund nomination form - MLC Navigator Retirement Plan

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Payable to Please contact MLC Call Centre on 132 652 to set up a direct debit arrangement. Direct Debit EFT Electronic Fund Transfer To use the EFT service your employee will need to login to mlc.com.au and register on your behalf. 3. Please speak to your employer or visit www. ato. gov.au for more information. 1. Your chosen fund details Fund name MLC Superannuation Fund Product name Your full name MLC account number Your Tax File Number TFN Fund Australian Business Number ABN 40 022 701 955...
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How to fill out super choice fund nomination

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How to fill out super choice fund nomination

01
Step 1: Obtain the Super Choice Fund Nomination form from your superannuation fund.
02
Step 2: Read the instructions carefully to understand the requirements and conditions for filling out the form.
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Step 3: Provide your personal details such as your name, address, date of birth, and contact information in the designated fields.
04
Step 4: Identify the beneficiaries you wish to nominate. This may include your spouse, children, or other dependents.
05
Step 5: Specify the portion or percentage of your superannuation benefits you wish to allocate to each beneficiary.
06
Step 6: Ensure you have correctly filled out all the necessary sections of the form, including signing and dating it.
07
Step 7: Submit the completed Super Choice Fund Nomination form to your superannuation fund. It is advisable to keep a copy of the form for your records.
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Step 8: Review and update your nomination periodically, especially when major life events occur such as marriage, divorce, or the birth of a child.

Who needs super choice fund nomination?

01
Anyone who has a superannuation fund can benefit from filling out a Super Choice Fund Nomination form.
02
If you want control over who receives your superannuation benefits upon your death, it is important to complete this nomination.
03
People who have specific preferences about the distribution of their superannuation assets among their beneficiaries should consider filling out this form.
04
It provides peace of mind and ensures that your superannuation funds are paid to the individuals you choose, rather than being distributed according to the default rules of your superannuation fund.
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Super choice fund nomination is the process of selecting the superannuation fund where your employer will make contributions on your behalf.
All employees who are eligible to choose their own super fund are required to file a super choice fund nomination.
You can fill out a super choice fund nomination form provided by your employer or the Australian Taxation Office.
The purpose of super choice fund nomination is to allow employees to choose a superannuation fund that best suits their needs.
Super choice fund nomination typically requires personal details, TFN, super fund details, and contribution instructions.
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