Get the free Beneficiary Nomination – Inside Superannuation

This document provides information on how to nominate beneficiaries for death benefits payable through superannuation, including options for binding and non-binding nominations, eligibility criteria for dependants and legal personal representatives, and the importance of keeping nominations updated.

How to fill out beneficiary nomination inside superannuation

How to fill out beneficiary nomination inside superannuation

1. Log in to your superannuation account online or obtain the beneficiary nomination form from your super fund.
2. Identify the type of beneficiary nomination you want to make: binding, non-binding, or reversionary.
3. Fill in your personal details, including your name, address, and superannuation account number.
4. List the beneficiaries’ details, including their full names, dates of birth, and relationship to you.
5. Specify how you wish your benefits to be distributed among the beneficiaries you have listed.
6. Sign the form to certify that the information provided is accurate and complete, and date the form.
7. Submit the form to your super fund according to their submission guidelines, either online or via post.
8. Keep a copy of the completed form for your records.

Who needs beneficiary nomination inside superannuation?

1. Individuals with superannuation accounts who wish to designate someone to receive their benefits after their passing.
2. People with dependents, such as spouses, children, or other dependents who may require financial support.
3. Those wanting to ensure their superannuation benefits are distributed according to their wishes, rather than default rules.

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What is beneficiary nomination inside superannuation?

Beneficiary nomination inside superannuation is a legal directive that allows a superannuation fund member to appoint one or more individuals or entities to receive their superannuation benefits upon their death.

Who is required to file beneficiary nomination inside superannuation?

Any member of a superannuation fund who wishes to designate specific beneficiaries to receive their benefits in the event of their death is encouraged to file a beneficiary nomination.

How to fill out beneficiary nomination inside superannuation?

To fill out a beneficiary nomination, a superannuation member should obtain the appropriate form from their super fund, complete the required fields, including personal details of the beneficiaries and their relationship to the member, and submit the form as instructed by the fund.

What is the purpose of beneficiary nomination inside superannuation?

The purpose of beneficiary nomination inside superannuation is to ensure that the member's superannuation benefits are distributed according to their wishes upon their death, providing clarity and reducing potential disputes among beneficiaries.

What information must be reported on beneficiary nomination inside superannuation?

The information that must be reported includes the member's personal details, the names and details of the nominated beneficiaries, their relationship to the member, and the proportion of benefits each beneficiary is to receive.