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Form 5 Change of Member DetailsFormPage 1 of 1The Trustee will only accept this form if it is correctly and fully completed. Any questions, call Member Services 1300 131 2271. Member details Date
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How to fill out will only accept this

01
To fill out a will, follow these steps:
02
Start with the header: Begin by writing 'Last Will and Testament' or simply 'Will' at the top of the page.
03
Personal Information: Include your full name, address, and date of birth in the document.
04
Executor: Choose an executor who will be responsible for carrying out your wishes after your death.
05
Beneficiaries: Clearly specify who will inherit your assets and the specific details of their inheritance.
06
Guardianship: If you have minor children, designate a guardian who will take care of them.
07
Assets and Debts: Make a list of all your assets including properties, investments, bank accounts, and outstanding debts.
08
Special Requests: Include any special requests or instructions you may have, such as funeral arrangements or charitable donations.
09
Witnesses: Sign the document in the presence of at least two witnesses who are not beneficiaries or closely related to you.
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Notarization: Consider getting the will notarized to make it legally binding.
11
Store Safely: Keep the original will in a safe place and inform your executor and close family members where it can be found.

Who needs will only accept this?

01
A will is crucial for anyone who wants to express their last wishes and ensure that their assets are distributed according to their preferences after death.
02
Some common scenarios where a will is necessary include:
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- Individuals with significant assets or property
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- Parents with minor children
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- Individuals who want to specify certain beneficiaries or exclude someone from receiving their assets
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- Individuals who want to make particular arrangements for their funeral or end-of-life wishes
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- Individuals with complex financial situations
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- Individuals who want to leave a charitable donation or legacy
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Will only accept this is a legal document in which an individual specifies how their assets should be distributed upon their death.
Any individual who wishes to outline their wishes for the distribution of their assets after their death is required to file a will.
To fill out a will, an individual must clearly state their wishes for asset distribution, nominate an executor to carry out those wishes, and sign the document in the presence of witnesses.
The purpose of a will is to ensure that an individual's assets are distributed according to their wishes after their death.
A will must include details about the individual's assets, beneficiaries, and executor, as well as any specific instructions for asset distribution.
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