A client can nominate one or more beneficiaries by completing either:
- Voyage Non-lapsing death benefit nomination - Superannuation & Pension form
- Grow Wrap 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.
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%, 33.34% 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.