Get the free Super choice fund nomination form for Vision Personal members

Super choice fund nomination form for Vision Personal members Page 1 of 2 As a Vision Personal member, if youd like your employer to pay future Super Guarantee (SG) contributions into Vision Super

How to fill out super choice fund nomination

How to fill out super choice fund nomination

1. Obtain the super choice fund nomination form from your superannuation fund.
2. Provide your personal details such as your full name, date of birth, and contact information.
3. Fill out the beneficiary section by providing the full name, relationship, and percentage of benefit allocation for each nominated beneficiary.
4. Indicate the type of benefit you want to allocate, such as lump sum or pension.
5. Review the completed form for accuracy and make any necessary corrections.
6. Sign and date the form.
7. Submit the filled-out nomination form to your superannuation fund either via mail or electronically as per their instructions.
8. Keep a copy of the filled-out form for your records.

Who needs super choice fund nomination?

1. Anyone who has a superannuation fund and wishes to nominate specific beneficiaries to receive their superannuation benefits upon their death needs a super choice fund nomination.
2. It is particularly important for individuals who want to ensure that their savings go to the intended recipients and avoid potential disputes or complications in the distribution of their superannuation benefits.

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What is super choice fund nomination?

Super choice fund nomination is a process that allows employees to choose their preferred superannuation fund for receiving employer contributions.

Who is required to file super choice fund nomination?

Employees who are eligible for superannuation contributions need to file a super choice fund nomination to indicate their preferred fund.

How to fill out super choice fund nomination?

To fill out a super choice fund nomination, employees must complete the designated form provided by their employer, providing details such as their personal information and the chosen superannuation fund.

What is the purpose of super choice fund nomination?

The purpose of super choice fund nomination is to empower employees to select the superannuation fund that they believe will best serve their retirement savings needs.

What information must be reported on super choice fund nomination?

The information that must be reported includes the employee's name, address, date of birth, tax file number, and the details of the chosen superannuation fund.