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Binding nomination of beneficiaries Complete this form to make a binding nomination of the beneficiaries you wish to receive your superannuation death benefits in relation to your smartMonday account.

How to fill out binding nomination of beneficiaries

How to fill out binding nomination of beneficiaries

1. Obtain the binding nomination form from your superannuation fund.
2. Fill in your personal details, including your name, address, and member number.
3. Clearly state the beneficiaries' names and their relationship to you.
4. Specify the percentage of benefits you wish to allocate to each beneficiary (total must equal 100%).
5. Ensure that all beneficiaries are eligible dependents or persons who can receive superannuation benefits under the law.
6. Sign and date the form in the presence of an eligible witness (who is not a beneficiary).
7. Submit the completed form to your superannuation fund following their submission guidelines.

Who needs binding nomination of beneficiaries?

1. Individuals who have a superannuation fund and want to ensure their benefits are distributed according to their wishes upon death.
2. Those with specific beneficiaries in mind (e.g., family members, partners, dependents).
3. People looking for greater control over the distribution of their superannuation benefits.

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What is binding nomination of beneficiaries?

A binding nomination of beneficiaries is a legal document that allows an individual to designate specific beneficiaries who will receive their benefits, assets, or proceeds upon the individual's death, ensuring that these are distributed as per the individual's wishes.

Who is required to file binding nomination of beneficiaries?

Individuals who hold certain financial products such as life insurance policies, retirement accounts, or superannuation funds are typically required to file a binding nomination of beneficiaries.

How to fill out binding nomination of beneficiaries?

To fill out a binding nomination of beneficiaries, one must provide personal identification details, specify the beneficiaries' names, their relationship to the individual, and ensure all necessary signatures are obtained, along with witnessing if required.

What is the purpose of binding nomination of beneficiaries?

The purpose of a binding nomination of beneficiaries is to ensure that an individual's assets and benefits are distributed according to their specific wishes, avoiding ambiguity and potential disputes among heirs.

What information must be reported on binding nomination of beneficiaries?

The binding nomination must include the individual's personal details, the full names of the nominated beneficiaries, their respective relationships to the individual, and possibly their contact information.