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Nominating your beneficiary guide Date prepared: 6 July 2017 Date issued: 7 July 2017The information in this document forms part of the Accumulation account Product Disclosure Statement, Date prepared:

How to fill out nominating your beneficiary guide

How to fill out nominating your beneficiary guide

1. Gather all necessary information about your beneficiary, including their full name, date of birth, and contact information.
2. Review your financial accounts, insurance policies, and other assets to determine which ones allow you to designate a beneficiary.
3. Contact the relevant financial institutions or insurance companies to obtain the necessary forms for designating a beneficiary.
4. Fill out the forms accurately and completely, following the instructions provided by the institution or company.
5. Double-check all the information you provided to ensure its accuracy.
6. Submit the completed forms to the respective institutions or companies, either by mail or electronically as specified.
7. Keep a copy of all the forms and confirmations for your records.
8. Regularly review and update your beneficiary designations as needed, especially after major life events like marriage, divorce, or the birth of a child.

Who needs nominating your beneficiary guide?

1. Anyone who wants to ensure their assets and benefits are transferred to specific individuals or organizations upon their death.
2. Individuals who have financial accounts, insurance policies, retirement plans, or other assets that allow for beneficiary designations.
3. People who want to avoid potential conflicts or disputes over the distribution of their assets.
4. Parents who want to provide for their children's financial security in the event of their demise.
5. Business owners who want to designate beneficiaries for their business interests.

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What is nominating your beneficiary guide?

Nominating your beneficiary guide is a document that allows an account holder to designate who will receive their assets or benefits upon their death.

Who is required to file nominating your beneficiary guide?

Anyone who has assets or benefits that they want to pass on to a specific person or entity upon their death is required to file a nominating your beneficiary guide.

How to fill out nominating your beneficiary guide?

To fill out a nominating your beneficiary guide, the account holder must provide their personal information, the information of the beneficiary, and details about the assets or benefits being allocated.

What is the purpose of nominating your beneficiary guide?

The purpose of nominating your beneficiary guide is to ensure that the account holder's assets or benefits are distributed according to their wishes upon their death.

What information must be reported on nominating your beneficiary guide?

The nominating your beneficiary guide must include the account holder's personal information, the beneficiary's information, and details about the assets or benefits being designated.