Get the free Binding Death Benefit Nomination - Pension - Catholic Super

CATHOLIC SUPER Pension 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

How to fill out binding death benefit nomination

How to fill out binding death benefit nomination:

1. Begin by obtaining a copy of the binding death benefit nomination form from your superannuation fund or financial institution. This form is typically available on their website or can be requested directly from them.
2. Read the instructions provided on the form carefully. Familiarize yourself with the requirements and any specific details that need to be included in the nomination.
3. Provide your personal details, including your full name, date of birth, and contact information. Make sure all the information is accurate and up to date.
4. Identify the beneficiaries you wish to nominate to receive your superannuation death benefit. This can include your spouse, children, or any other individuals or organizations you wish to leave your benefits to. You may be required to provide their full names, dates of birth, and relationship to you.
5. Specify the percentage or amount of the benefit you want each beneficiary to receive. You can choose to allocate the benefit equally among multiple beneficiaries or assign different portions based on your preferences. Ensure the total adds up to 100% or the full amount of your benefit.
6. Consider any specific conditions you may want to attach to the nomination. For example, if you have minor children, you may want to include instructions on who should manage the benefits on their behalf until they reach a certain age.
7. Date and sign the nomination form. Some forms may require witnesses to confirm your signature, so check if this is necessary.
8. Keep a copy of the completed form for your records. It is also advisable to inform any nominated beneficiaries about your binding death benefit nomination to avoid confusion or disputes in the future.

Who needs binding death benefit nomination:

1. Anyone with a superannuation fund should consider having a binding death benefit nomination. This ensures that your benefits are distributed according to your wishes after your death.
2. Individuals who want to have control over who receives their superannuation death benefit can benefit from a binding death benefit nomination. It prevents the superannuation fund trustee from exercising discretion when distributing the benefits.
3. If you have specific beneficiaries in mind, such as a non-dependent partner, friends, or charities, a binding death benefit nomination allows you to nominate them as recipients.
4. Those who want to minimize the potential for disputes and legal complications among their potential beneficiaries should consider a binding death benefit nomination. This nomination provides clear instructions on how the superannuation death benefit should be distributed.

Remember, it is essential to review and update your binding death benefit nomination regularly, especially if there are any changes in your personal circumstances or the beneficiaries you wish to include.

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