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Please do not staple Fund Nomination Form Answer Frontier Personal Super 1 July 2013 Neath Custodians Pty Limited (Neath Custodians) ABN 12 008 508 496 ADSL 238346 RSE L0000673 Neath Life Limited

How to fill out fund nomination form

How to fill out a fund nomination form:

1. Obtain a copy of the fund nomination form from the relevant financial institution or organization.
2. Read the instructions and guidelines provided with the form carefully to understand the requirements and process.
3. Begin by providing your personal information, including your full name, contact details, and identification number.
4. Specify the fund or investment product for which you are making the nomination. This could include retirement funds, insurance policies, or other financial assets.
5. Indicate the nominated beneficiaries by providing their names, relationship to you, and their respective shares or percentages of the fund.
6. Consider naming secondary or contingent beneficiaries, who would receive the benefit in case the primary beneficiaries predecease you.
7. Consult with a financial advisor or legal professional if you have any doubts or specific concerns when nominating beneficiaries.
8. Sign and date the form, ensuring that all necessary sections are completed accurately.
9. Make copies of the completed form for your records and submit the original form as instructed by the financial institution or organization.

Who needs a fund nomination form:

1. Individuals who have investments or assets tied to financial products that offer the option to nominate beneficiaries.
2. People with retirement funds, insurance policies, or other investments where specifying beneficiaries is necessary.
3. Individuals who want to ensure that their chosen beneficiaries receive the benefits from their funds or financial assets after their demise.

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What is fund nomination form?

The fund nomination form is a document used to designate beneficiaries who will receive the funds in the event of the filer's death.

Who is required to file fund nomination form?

Anyone who has investments in a fund and wants to designate beneficiaries for those funds must file a fund nomination form.

How to fill out fund nomination form?

To fill out a fund nomination form, the individual must provide their personal details, the details of the beneficiaries they wish to designate, and the percentage of funds each beneficiary will receive.

What is the purpose of fund nomination form?

The purpose of a fund nomination form is to ensure that the funds are distributed according to the wishes of the account holder in the event of their death.

What information must be reported on fund nomination form?

The information required on a fund nomination form includes personal details of the account holder, details of the beneficiaries, and the percentage of funds each beneficiary will receive.