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Nominate your beneficiaries
Use this form to:
++ choose who you want to get your super or pension and any insurance proceeds if you pass away, or
++ cancel your existing nomination. Fill this form
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How to fill out nominate your beneficiaries
How to fill out nominate your beneficiaries
01
Gather all necessary information about your beneficiaries, including their full names, contact details, and relationship to you.
02
Obtain the necessary forms or documents from your insurance company, retirement account provider, or any other relevant institutions.
03
Carefully read and understand the instructions provided in the forms or documents.
04
Fill out the forms or documents with accurate and up-to-date information about your beneficiaries.
05
Double-check for any errors or missing information before submitting the forms or documents.
06
Submit the completed forms or documents to the respective institution through their specified method (online, mail, etc.).
07
Keep copies of the filled-out forms or documents for your reference and records.
08
Review and update your beneficiaries whenever necessary, especially when major life events occur (births, deaths, divorces, etc.).
Who needs nominate your beneficiaries?
01
Anyone who has assets or properties that they want to distribute to specific individuals or entities upon their death.
02
Individuals with insurance policies, retirement accounts, or investment portfolios that allow the designation of beneficiaries.
03
People with dependents or loved ones whom they want to ensure are financially protected or supported after their passing.
04
Business owners or professionals who have partnerships or business interests to pass on to chosen successors.
05
Parents who want to designate guardians for their minor children or individuals with special needs.
06
Estate owners who want to control the distribution of their assets and avoid potential conflicts or disputes among potential heirs.
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