Get Zurich Super Estate Management - Binding Nominations

Completing the Zurich Super Estate Management - Binding Nominations form online is an essential step in ensuring your superannuation benefits are distributed according to your wishes after your passing. This guide offers a structured approach to help you fill out each section of the form accurately and efficiently.

Follow the steps to fill out the Zurich Super Estate Management - Binding Nominations form successfully.

1. Click the ‘Get Form’ button to access the Zurich Super Estate Management - Binding Nominations form. Make sure you have a stable internet connection to load the form without interruptions.
2. Begin with Section 1 by entering your personal details. This includes your title, surname, given names, date of birth, residential address, and contact information. Ensure all entries are accurate to avoid issues with processing.
3. Proceed to Section 2, where you must specify the Zurich product name and your investment or account number. This information is crucial for directing your binding nomination to the correct superannuation product.
4. In Section 3, select your preferred method of nomination—Method A (beneficiaries by category) or Method B (specific individuals). Fill in the appropriate fields for the method you have chosen, specifying either categories or naming individuals.
5. If you chose Method A, provide the percentage of benefits to be allocated among your dependants in the designated fields. Remember, the total must equal 100%.
6. If you opted for Method B, include specific names and corresponding percentages for each nominated individual, ensuring this also totals 100%. Be cautious about who you nominate to avoid any complications later.
7. Once all relevant fields are filled, review the Declaration in Section 4. Confirm that you meet the membership requirements and understand the implications of your nomination. Sign and date the declaration.
8. Secure two witnesses who are over 18 years old and not nominated to receive benefits. They need to sign in the designated witness sections, providing their full name and address.
9. Before submission, complete the checklist to ensure all necessary information is provided. This helps expedite the processing of your application.
10. Submit your completed form to the Zurich Client Service Centre via mail. Keep a copy of the signed form for your records.

Take action today and complete your Zurich Super Estate Management - Binding Nominations online to ensure your wishes are honored.