Get the free Beneficiary Nomination Form - Super

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This form allows you to nominate who will receive your death benefit on a ClearView Life Solutions Super or ClearChoice Super Policy. You can nominate up to five beneficiaries and choose between non-binding and non-lapsing binding nominations.

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How to fill out beneficiary nomination form

01

Obtain the beneficiary nomination form from your financial institution or insurance provider.

02

Read the instructions carefully to understand the requirements.

03

Fill in your personal information such as your name, address, and account number.

04

Identify the beneficiaries by providing their names, relationship to you, and their contact information.

05

Specify the percentage of the benefit each beneficiary will receive, ensuring the total equals 100%.

06

Sign and date the form to authenticate your selection.

07

Submit the completed form to the appropriate department of your financial institution or insurer, and keep a copy for your records.

Who needs beneficiary nomination form?

01

Individuals who have financial accounts, life insurance policies, or retirement plans.

02

Anyone wanting to designate individuals to receive benefits upon their death.

03

People undergoing estate planning to ensure their assets are distributed according to their wishes.

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What is beneficiary nomination form?

The beneficiary nomination form is a document that allows an individual to specify who will receive their assets or benefits upon their death.

Who is required to file beneficiary nomination form?

Individuals who have assets, investments, or insurance policies that allow for designated beneficiaries are typically required to file a beneficiary nomination form.

How to fill out beneficiary nomination form?

To fill out a beneficiary nomination form, one must provide personal information, indicate the intended beneficiaries, specify the distribution method, and sign and date the form.

What is the purpose of beneficiary nomination form?

The purpose of the beneficiary nomination form is to ensure that assets are distributed according to the individual's wishes after their death, minimizing disputes and facilitating the transfer process.

What information must be reported on beneficiary nomination form?

The information that must be reported on a beneficiary nomination form includes the names and relationships of the beneficiaries, their contact information, and specific details about the assets being designated.

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