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Designation Checklist (Effective May 1, 2019)All requirements must be completed within two (2) years of taking the Seller Representative Specialist (SRS) Designation course or the applicant must retake
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SRS designation - Hogan is a form used to designate a beneficiary for an individual's Superannuation Retirement Savings account.
Any individual with a Superannuation Retirement Savings account is required to file a SRS designation - Hogan form to designate a beneficiary.
To fill out a SRS designation - Hogan form, one must provide their personal information, details of the beneficiary, and sign and date the form.
The purpose of SRS designation - Hogan is to ensure that in the event of death, the individual's Superannuation Retirement Savings account is transferred to the designated beneficiary.
The SRS designation - Hogan form must include personal information of the account holder, details of the beneficiary, and signature of the account holder.
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