A client can nominate one or more beneficiaries by completing a Non-lapsing death benefit nomination - Superannuation & Pension form. This form allows your client to nominate beneficiaries for their superannuation or pension benefits to be paid upon their death.
We require the original completed form with wet-ink signature. You can mail this to us at:
GPO Box 5230
Sydney, NSW, 2001
Your client can nominate several beneficiaries. The proportions allocated to each beneficiary need to total 100%, so if the benefit can’t be evenly split between the beneficiaries, they will need to be split as, for example, 33.33%, 33.33% and 33.33%. This has to be noted on the form before it’s loaded on the account.
Forms, brochures and other flyers can be found at Adviser Tools.