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Beneficiary Nomination Form Life plan Education Savings Plan Please PRINT clearly in BLACK or BLUE pen keeping well within the boxes. Use crosses in the boxes marked with an X.1. Plan Details Policy
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How to fill out wwwaustralianunitycomauwealth-plan beneficiary nomination form
How to fill out wwwaustralianunitycomauwealth-plan beneficiary nomination form
01
Visit the website www.australianunity.com.au and navigate to the Wealth Plan section.
02
Locate the beneficiary nomination form on the website.
03
Download and print the beneficiary nomination form.
04
Read the instructions on the form carefully before filling it out.
05
Provide your personal details in the designated fields, including your full name, address, and contact information.
06
Identify the type of superannuation fund you have and provide the necessary details.
07
Specify the details of the beneficiaries you wish to nominate, including their full names, dates of birth, and relationship to you.
08
Indicate the percentage of the benefit you would like each beneficiary to receive.
09
Sign and date the form.
10
Submit the completed form to the address provided on the form or through the online submission option if available.
Who needs wwwaustralianunitycomauwealth-plan beneficiary nomination form?
01
Individuals who have a superannuation fund with Australian Unity and wish to nominate beneficiaries for their wealth plan.
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What is wwwaustralianunitycomauwealth-plan beneficiary nomination form?
The www.australianunity.com.au wealth plan beneficiary nomination form is a document used by individuals to specify who will receive their benefits in the event of their death under their wealth plan.
Who is required to file wwwaustralianunitycomauwealth-plan beneficiary nomination form?
Individuals who are participants in the wealth plan and wish to designate beneficiaries for their plan benefits are required to file this form.
How to fill out wwwaustralianunitycomauwealth-plan beneficiary nomination form?
To fill out the form, individuals must provide their personal information, details about the beneficiaries they wish to nominate, and ensure they sign and date the form to make it valid.
What is the purpose of wwwaustralianunitycomauwealth-plan beneficiary nomination form?
The purpose of the form is to clearly outline the individual’s wishes regarding the distribution of their wealth plan benefits upon their death.
What information must be reported on wwwaustralianunitycomauwealth-plan beneficiary nomination form?
The form requires information such as the participant's personal details, beneficiary names, their relationship to the participant, and any percentage allocations for the benefits.
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