Get the free Reversionary Beneficiary Nomination Form - Sunsuper

Diversionary beneficiary nomination 13 11 84 Use this form to add a diversionary beneficiary to your Income account. We recommend you speak to a financial adviser before completing this form as it

How to fill out reversionary beneficiary nomination form

How to fill out a reversionary beneficiary nomination form:

1. Obtain the form: Contact the relevant financial institution or insurance provider to request a reversionary beneficiary nomination form. This form allows you to designate a beneficiary who will receive the funds in case of your death.
2. Personal details: Fill in your personal details, including your full name, date of birth, and contact information. Ensure that the information provided is accurate and up to date.
3. Nominee details: Enter the details of the person you want to designate as your reversionary beneficiary. Include their full name, date of birth, and contact information.
4. Relationship: Specify your relationship with the nominee. Common options may include spouse, child, parent, sibling, or friend. Select the most appropriate option that accurately reflects your relationship.
5. Percentage allocation: Indicate the percentage of the benefit that each nominee should receive in case of your death. If you have multiple nominees, the total percentage should add up to 100%. Double-check your calculations to ensure accuracy.
6. Witness signatures: In some cases, the form may require witness signatures. Make sure the witnesses are impartial and not mentioned as nominees. The witnesses should provide their full name, address, and signature as required.
7. Date and sign: Once you have completed all the necessary sections of the form, sign and date it. This confirms that the information provided is true and accurate to the best of your knowledge.

Who needs a reversionary beneficiary nomination form?

A reversionary beneficiary nomination form is beneficial for individuals who have superannuation funds or life insurance policies. These documents allow you to determine who will receive your benefits after your passing. It is important for individuals who want to ensure that their financial assets go to specific individuals or entities as per their wishes. Taking the time to fill out and update a reversionary beneficiary nomination form can provide peace of mind and help avoid potential disputes in the future.

For pdfFiller’s FAQs

What is reversionary beneficiary nomination form?

A reversionary beneficiary nomination form is a document used to specify who will receive the benefits of an account or policy if the original beneficiary passes away before the account holder.

Who is required to file reversionary beneficiary nomination form?

The account holder or policyholder is required to file the reversionary beneficiary nomination form.

How to fill out reversionary beneficiary nomination form?

The form typically requires the account holder to provide the name and contact information of the reversionary beneficiary, as well as details of the account or policy.

What is the purpose of reversionary beneficiary nomination form?

The purpose of the reversionary beneficiary nomination form is to ensure that in the event of the original beneficiary's death, the benefits are passed on to the specified reversionary beneficiary.

What information must be reported on reversionary beneficiary nomination form?

The form usually requires details of the account or policy, the name and contact information of the reversionary beneficiary, and the signature of the account holder.

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