Get the free Binding Death Benefit Nomination - Catholic Super

CATHOLIC SUPER Binding Death Benefit Nomination Important This form must be completed in full. Please note your Binding Death Benefit Nomination is only valid for 3 years. Section 1: Personal details

How to fill out binding death benefit nomination

How to fill out a binding death benefit nomination:

1. Begin by obtaining the necessary form from your superannuation fund provider. This form is typically called a "binding death benefit nomination" or something similar.
2. Carefully read the instructions provided with the form. Make sure you understand the purpose and implications of making a binding death benefit nomination.
3. Start by providing your personal details, including your full legal name, date of birth, and your superannuation account number.
4. Next, specify the beneficiaries who will receive your superannuation benefit in the event of your death. Include their full names, relationships to you, and their contact details.
5. Indicate the percentage or specific amount of your superannuation benefit that each beneficiary should receive. Take care to allocate accurate portions to ensure your wishes are correctly followed.
6. Consider any specific conditions or contingencies that you would like to accompany your nomination. For example, you may want to specify that beneficiaries must reach a certain age before they can access the funds, or that the benefit should be allocated in a particular manner if one of the named beneficiaries predeceases you.
7. Fill in the date and sign the nomination form. Some forms may require additional witnesses or a witness from a specific profession, such as a lawyer or justice of the peace. Follow the instructions regarding witnesses accordingly.
8. Make copies of the completed form for your records, and submit the original to your superannuation fund provider as directed.
9. Regularly review and update your binding death benefit nomination as circumstances change, such as a change in beneficiaries or relationships.

Who needs a binding death benefit nomination?

1. Individuals with superannuation funds or retirement savings accounts.
2. Those who want to have control over who receives their superannuation benefit upon their death.
3. Individuals who want to ensure their wishes regarding their superannuation benefit are legally enforceable and cannot be overturned by the fund trustee.
4. People who have specific preferences or conditions for the distribution of their superannuation benefit after their death.
5. Anyone who wants to provide financial security and support for their loved ones after their passing.

For pdfFiller’s FAQs

What is binding death benefit nomination?

Binding death benefit nomination is a legal document that allows a member of a superannuation fund to specify who will receive their death benefits in the event of their death.

Who is required to file binding death benefit nomination?

Members of a superannuation fund are required to file a binding death benefit nomination.

How to fill out binding death benefit nomination?

To fill out a binding death benefit nomination, the member must complete the form provided by their superannuation fund, clearly indicate the nominated beneficiaries, sign and date the form.

What is the purpose of binding death benefit nomination?

The purpose of binding death benefit nomination is to provide certainty to the member as to who will receive their death benefits and to ensure that their wishes are followed.

What information must be reported on binding death benefit nomination?

The binding death benefit nomination must include the names and details of the nominated beneficiaries, the percentage of the benefit each beneficiary will receive, and the member's signature.

How can I get binding death benefit nomination?

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