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Perpetual WealthFocus Super Plan Product Disclosure Statement issue number 14 dated 1 October 2022 Insurance Book dated 1 October 2022 Perpetual Superannuation Limited ABN 84 008 416 831 ADSL 225246
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How to fill out personal super insurance changes

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How to fill out personal super insurance changes

01
Begin by reviewing your current personal super insurance policies
02
Contact your superannuation fund or insurance provider to inquire about the necessary forms for making changes
03
Fill out the required forms with accurate and up-to-date information regarding your insurance needs
04
Provide any supporting documentation as requested, such as proof of identity or medical assessments
05
Double-check your completed forms for any errors before submitting them to ensure a smooth process

Who needs personal super insurance changes?

01
Individuals who have experienced major life changes, such as marriage, divorce, the birth of a child, or changes in employment may need to update their personal super insurance policies.
02
Those who wish to adjust their insurance coverage to better align with their current financial situation or risk tolerance may also benefit from making changes.
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Personal super insurance changes are modifications or updates made to an individual's superannuation plan coverage.
Anyone who has a superannuation plan with insurance coverage is required to file personal super insurance changes.
Personal super insurance changes can usually be filled out online through the superannuation provider's website or by contacting them directly.
The purpose of personal super insurance changes is to ensure that an individual's insurance coverage through their superannuation plan is up-to-date and reflects their current needs.
The information that must be reported on personal super insurance changes typically includes personal details, insurance coverage details, and any changes or updates to the existing coverage.
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