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Binding death benefit nomination form smsf template

Pssap beneficiary form 2025

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The document is a Binding Beneficiary Nomination Form for members of PSSap and ADF Super, allowing individuals to nominate or change beneficiaries for their superannuation benefits upon death. It outlines the process for making a nomination, the importance of ensuring nominations are valid and updated every three years, and the types of beneficiaries that can be nominated. Additionally, it emphasizes privacy protection regarding personal information and advises consulting a financial advisor before making decisions.

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Click ‘Get Form’ to open the pssap beneficiary form in the editor.
In Section A, enter your personal details including your member number, name, date of birth, and contact information. Ensure all fields are filled accurately.
Move to Section B where you can choose to nominate beneficiaries, renew an existing nomination, or cancel a previous one. Select the appropriate option and follow the instructions provided.
In Section C, list the beneficiaries you wish to nominate along with their respective percentages. Remember that the total must equal 100% for your nomination to be valid.
Complete Section D by signing the declaration in front of two witnesses who are not nominated as beneficiaries. Ensure they also sign and date this section.
Finally, submit your completed form by mailing it to the specified address in Section F. You can also save a copy for your records using our platform.

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Versions	Form popularity	Fillable & printable
2020	4.8 Satisfied (90 Votes)
2018	4 Satisfied (40 Votes)

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Do I have to fill out a beneficiary designation form?

A beneficiary nomination form is a document that identifies the person or people you choose to receive the benefits of a pension or life insurance policy in the event of your death. It ensures that the trustees or service provider know who to pay the benefits to.

How do you fill out a beneficiary form?

Navigate to the Fund Transfer section, where you will typically find the option to add a new beneficiary. Select Add Payee and choose the type of their account (it can be own bank or other banks). Fill in the beneficiarys name, account number, bank name and IFSC accurately, and then click on Add and Confirm.

How to fill out a beneficiary form?

You can nominate a beneficiary to receive your superannuation upon your death by completing a binding or non-binding nomination form with your superannuation fund. A binding nomination is legally binding and ensures the trustee must follow your instructions, provided it is valid and up to date.

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How to fill beneficiary details?

spouse, partner, children, parents, brothers and sisters, business partner, key employee, trust and charitable organization.