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Super SavingsReversionary Beneficiary Nomination U se this form to add a reversionary beneficiary to your Income account. We recommend you speak to a financial adviser before completing this form
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How to fill out nominating beneficiaries for your

01
Gather necessary information about beneficiaries (name, date of birth, relationship to you).
02
Determine the percentage of your benefits you wish to allocate to each beneficiary.
03
Fill out the beneficiary designations on the appropriate forms provided by your financial institution or insurance company.
04
Review the completed form for accuracy and completeness.
05
Sign and date the form, as necessary.
06
Submit the form as instructed, either online or by mailing it to the specified address.
07
Keep a copy of the completed form for your records.

Who needs nominating beneficiaries for your?

01
Individuals with life insurance policies.
02
Retirement account holders (401(k), IRA, etc.).
03
Trust owners.
04
Investors who hold brokerage accounts.
05
People looking to ensure their assets are passed on according to their wishes.
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Nominating beneficiaries is the process of designating individuals or entities to receive assets from a financial account or insurance policy upon the account holder's death.
Typically, account holders of financial accounts, retirement plans, and insurance policies are required to file nominations for beneficiaries.
To fill out a nominating beneficiaries form, you need to provide the names, relationship to you, and contact information of the beneficiaries, along with any specified percentages of the asset distribution.
The purpose of nominating beneficiaries is to ensure that your assets are distributed according to your wishes after your death, avoiding probate and potentially reducing tax liabilities.
Information required typically includes the beneficiary's full name, address, relationship to you, and their Social Security number in some cases.
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