Get the free Binding Death Nomination - LUCRF Super

Member Details form Binding Death Benefit Nomination Form w Complete this form to make, change or cancel a binding nomination. IMPORTANT: Valid binding nominations exist for three years. If you have

How to fill out binding death nomination

How to Fill Out a Binding Death Nomination:

1. Start by obtaining the necessary form from your superannuation provider. This form is typically called a "binding death nomination" or "beneficiary nomination" form.
2. Carefully read through the instructions provided by your superannuation provider. The form may have specific requirements and guidelines that you need to follow.
3. Fill in your personal details, including your full name, date of birth, and address. Provide your superannuation account number as well to ensure accuracy.
4. Next, identify the beneficiaries who will receive your superannuation balance upon your death. This can include individuals, such as your spouse, children, or other nominated dependents. You may also choose to nominate your estate or a legal entity as a beneficiary.
5. For each beneficiary, provide their full name, date of birth, and relationship to you. If you are nominating multiple beneficiaries, specify the percentage or specific amount that each individual will receive.
6. Make sure to sign and date the form to validate your nominations. Some forms may require witnesses, so ensure you have their signatures and relevant details if applicable.
7. Keep a copy of the completed form for your records and submit the original form to your superannuation provider as per their instructions. It is recommended to send it via registered mail or submit it in person to ensure its safe delivery.

Who Needs a Binding Death Nomination:

1. Anyone who wants to have control over who receives their superannuation balance after their death may consider a binding death nomination.
2. Individuals who wish to ensure that their superannuation benefits are distributed according to their wishes, rather than being subject to the discretion of the superannuation trustee, should have a binding death nomination in place.
3. Those who have specific beneficiaries in mind and want to provide financial security for their loved ones or dependents.

Remember, it is crucial to review and update your binding death nomination whenever there are changes in your personal circumstances, such as marriage, divorce, or the birth of a child. Consult with a professional financial advisor or the superannuation provider for any additional guidance or clarification.

For pdfFiller’s FAQs

What is binding death nomination?

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

Who is required to file binding death nomination?

Members of a superannuation fund who want to have control over who will receive their superannuation benefits when they pass away are required to file a binding death nomination.

How to fill out binding death nomination?

To fill out a binding death nomination, a member needs to complete the necessary form provided by their superannuation fund, nominate their preferred beneficiary/beneficiaries, sign the form in the presence of two witnesses, and return it to the fund.

What is the purpose of binding death nomination?

The purpose of a binding death nomination is to ensure that a member's wishes regarding the distribution of their superannuation benefits are followed in the event of their death.

What information must be reported on binding death nomination?

A binding death nomination must include the full name, address, date of birth, and relationship to the member of the nominated beneficiary/beneficiaries.

How can I send binding death nomination for eSignature?

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