Get the free Binding death benefit nomination. Binding death benefit nomination

AON MASTER TRUST Binding death benefit nomination You can use this form to make a binding death benefit nomination in Aon Master Trust Corporate Super, Personal Super or Pension. You cannot revoke

How to fill out binding death benefit nomination

How to fill out binding death benefit nomination:

1. Obtain the necessary forms: Contact your superannuation fund or financial institution to request the binding death benefit nomination form.
2. Provide personal information: Fill in your full name, address, date of birth, and other required personal details as specified in the form.
3. Nominate beneficiaries: Clearly state the full names, relationship to you, and percentage of benefit for each individual or organization you wish to designate as beneficiaries. Consider seeking legal advice to ensure your intentions are clear and legally binding.
4. Review and sign the form: Carefully read through the form, checking for any errors or omissions. Once you are satisfied, sign and date the document. Some forms may require a witness signature as well.
5. Submit the form: Send the completed form to your superannuation fund or financial institution. Ensure you follow their instructions regarding submission methods, such as mailing or emailing the form.
6. Keep a copy for your records: Make a copy of the filled-out and signed binding death benefit nomination form and keep it in a safe place for future reference.

Who needs binding death benefit nomination?

1. Superannuation fund members: Individuals who have a superannuation fund, such as a retirement savings account, may benefit from making a binding death benefit nomination. By doing so, they can ensure that their superannuation benefits are distributed according to their wishes upon their death.
2. Individuals with dependents: If you have dependents who rely on your financial support, a binding death benefit nomination can help provide them with the financial security they need in the event of your passing. It allows you to specify who should receive your superannuation benefits, ensuring your loved ones are taken care of.
3. Those who want control over distribution: By making a binding death benefit nomination, you have control over how your superannuation benefits are distributed after your death. It ensures that your intended beneficiaries receive the benefits you have accumulated over your lifetime, potentially avoiding conflicts or disputes among family members.
4. Individuals with specific wishes: If you have particular wishes regarding the distribution of your superannuation benefits, such as donating to a charity or distributing funds in a specific way, a binding death benefit nomination allows you to specify these preferences. This can ensure that your wishes are respected and carried out accordingly.

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What is binding death benefit nomination?

A binding death benefit nomination is a legal document that allows a superannuation fund member to specify who should receive their superannuation benefits in the event of their death.

Who is required to file binding death benefit nomination?

Superannuation fund members are required to file a binding death benefit nomination.

How to fill out binding death benefit nomination?

To fill out a binding death benefit nomination, the member must complete the relevant form provided by their superannuation fund and follow the instructions provided.

What is the purpose of binding death benefit nomination?

The purpose of a binding death benefit nomination is to ensure that a member's superannuation benefits are distributed according to their wishes upon their death.

What information must be reported on binding death benefit nomination?

The binding death benefit nomination must include the details of the nominated beneficiary/ies and the percentage of the benefit each nominee should receive.