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Make, amend or cancel a death benefit nomination Complete this form if you would like to nominate a particular person, persons or legal personal representative to receive the balance of your account

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How to fill out binding death nomination form

01

Obtain the binding death nomination form from your superannuation fund or financial institution.

02

Fill in your personal details such as your name, date of birth, and account number.

03

Nominate the beneficiaries who will receive your superannuation benefits in the event of your death.

04

Sign and date the form in the presence of two witnesses who are over 18 and not listed as beneficiaries.

05

Submit the completed form to your superannuation fund or financial institution for processing.

Who needs binding death nomination form?

01

Anyone who has a superannuation fund or other financial accounts that require nomination of beneficiaries.

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What is binding death nomination form?

A binding death nomination form is a legal document used by a superannuation fund member to nominate who will receive their superannuation benefits in the event of their death.

Who is required to file binding death nomination form?

Superannuation fund members who want to have control over who will receive their superannuation benefits upon their death are required to file a binding death nomination form.

How to fill out binding death nomination form?

To fill out a binding death nomination form, the superannuation fund member must provide details of the person(s) they wish to nominate as beneficiaries and sign the form in the presence of witnesses.

What is the purpose of binding death nomination form?

The purpose of a binding death nomination form is to ensure that the superannuation fund member's wishes regarding the distribution of their superannuation benefits are carried out in the event of their death.

What information must be reported on binding death nomination form?

The binding death nomination form must include the full name, date of birth, and relationship of the nominated beneficiaries as well as the percentage of the benefit each beneficiary is to receive.

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