Get the free Beneficiary nomination form Non-Super - Defence Health - defencehealth com

Beneficiary Nomination Form Resolutions If you are applying for or have Life Cover or Accidental Death Cover in Clearview Resolutions (excluding cover owned by an SMS), you may nominate up to five

How to fill out beneficiary nomination form non-super

How to fill out beneficiary nomination form non-super:

1. Start by obtaining the beneficiary nomination form non-super from your relevant financial institution or superannuation fund.
2. Read the instructions provided on the form carefully to ensure you understand the requirements and any specific guidelines.
3. Fill in your personal details accurately, including your full name, date of birth, and contact information.
4. Provide the details of your chosen beneficiary, including their full name, relationship to you, and their contact information.
5. Specify the percentage or amount of your superannuation you wish to allocate to your nominated beneficiary.
6. If you have multiple beneficiaries, indicate the specific distribution or allocation for each individual.
7. Ensure you sign and date the form, following any additional witness requirements mentioned on the form.
8. Make a copy of the filled-out form for your records before submitting it to your financial institution or superannuation fund.

Who needs beneficiary nomination form non-super?

1. Individuals with non-superannuation assets: If you have assets outside of your superannuation fund that you wish to allocate to specific beneficiaries upon your death, you may need a beneficiary nomination form non-super.
2. Individuals without a will: A beneficiary nomination form non-super can serve as an alternative for individuals who do not have a valid will in place. By completing this form, you can ensure that your non-superannuation assets are distributed according to your wishes.
3. Those with specific beneficiary wishes: If you have specific individuals in mind whom you would like to benefit from your non-superannuation assets, a beneficiary nomination form non-super allows you to clearly specify your intended beneficiaries and their respective allocations.
4. People who want to avoid potential conflicts: By completing a beneficiary nomination form non-super, you can help prevent disputes or conflicts among your loved ones by clearly outlining your wishes for the distribution of your non-superannuation assets.

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What is beneficiary nomination form non-super?

The beneficiary nomination form non-super is a legal document that allows a person to nominate who they would like their superannuation benefits to be paid to in the event of their death.

Who is required to file beneficiary nomination form non-super?

Anyone with superannuation savings in a non-super fund is required to file a beneficiary nomination form non-super.

How to fill out beneficiary nomination form non-super?

To fill out the beneficiary nomination form non-super, you will need to provide your personal details, the details of your nominated beneficiaries, and sign the form in front of witnesses.

What is the purpose of beneficiary nomination form non-super?

The purpose of the beneficiary nomination form non-super is to ensure that the superannuation benefits are distributed according to the wishes of the deceased member.

What information must be reported on beneficiary nomination form non-super?

The beneficiary nomination form non-super must include the member's personal details, the details of the nominated beneficiaries, and the share of the benefits each beneficiary should receive.