Get the free Beneficiary nomination form - Perpetual Limited

Perpetual Select Pension Plan Perpetual Superannuation Limited ABN 84 008 416 831 ADSL 225246 RSE L0003315 Perpetual s Select Superannuation Fund ABN 51 068 260 563 RSE R1057034 Beneficiary nomination

How to fill out beneficiary nomination form

How to fill out a beneficiary nomination form?

1. Start by carefully reviewing the instructions provided with the form. Familiarize yourself with the purpose of the form and any specific requirements or guidelines.
2. Begin by providing your personal information, such as your full name, date of birth, and contact details. Ensure accuracy and completeness of the information provided.
3. Identify the type of beneficiary you are nominating. This could be a person, organization, or entity. Provide their full name, relationship to you (if applicable), and their contact details.
4. Indicate the percentage or amount of the benefit you wish to allocate to each beneficiary. Be clear and specific in stating the distribution to avoid any confusion or disputes later.
5. If applicable, specify any conditions or contingencies for the nomination. For example, if you want a certain beneficiary to receive the benefit only if another beneficiary is deceased or declines it.
6. Sign and date the form in the designated section. Some forms may require a witness or additional signatures depending on the jurisdiction or the type of benefit being nominated.
7. Make a copy of the completed form for your records, and submit the original to the appropriate authority or organization. Follow any additional submission requirements mentioned in the instructions.

Who needs a beneficiary nomination form?

1. Individuals with life insurance policies or retirement accounts often require a beneficiary nomination form. This ensures that the policyholder's chosen beneficiaries receive the benefits upon their death.
2. Similarly, individuals with other types of financial accounts, such as investment accounts or bank accounts, may need to designate beneficiaries using a beneficiary nomination form.
3. Organizations or entities that offer benefit programs such as employee benefits or pension plans may also require individuals to complete beneficiary nomination forms to determine who will receive the benefits in case of the individual's death.

Note: It is essential to consult with legal or financial professionals and follow the specific instructions provided by the issuing authority or organization when filling out a beneficiary nomination form, as requirements may vary.

For pdfFiller’s FAQs

What is beneficiary nomination form?

Beneficiary nomination form is a document that allows an individual to designate a beneficiary who will receive certain assets or benefits upon the individual's death.

Who is required to file beneficiary nomination form?

Any individual who wants to specify who will receive their assets or benefits upon their death is required to file a beneficiary nomination form.

How to fill out beneficiary nomination form?

To fill out a beneficiary nomination form, one must provide their personal information, the details of the beneficiary, and the assets or benefits being assigned.

What is the purpose of beneficiary nomination form?

The purpose of beneficiary nomination form is to ensure that an individual's assets or benefits are passed on to the intended beneficiary upon the individual's death.

What information must be reported on beneficiary nomination form?

The beneficiary nomination form must include the individual's personal information, the beneficiary's details, and the assets or benefits being designated.

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