Non-Binding Nomination of Beneficiaries Form

Vanguard® Personal Superannuation Plan

Please complete this form if you want to nominate who your benefits will be paid to in the event of your death and return it to us. For more information please read the Product Disclosure Statement.

Step 1: Complete your member details

Step 2: Nominate your beneficiaries

Superannuation law dictates who is eligible to receive a death benefit payment. When paying death benefits, the Trustee must make the payment in such proportions as the Trustee decides to any one or more of the following persons:
* One or more of your dependants (spouse, defacto spouse, child, financial dependant, interdependent relationship dependent);
* Your legal personal representative (i.e. your estate);

Where no dependants can be identified, or the Trustee cannot establish that there is a legal personal respentative, the Trustee may distribute the benefit to a person selected by the Trustee.

Please nominate in the table below your dependants and the proportion of your benefits to be allocated to each dependant. You can amend this nomination at any time by notifying the Trustee through another ‘Nomination of Beneficiaries’ form.

When assessing who is entitled to your benefits in the event of your death, the Trustee will take this nomination into account, however is not bound by this nomination.



Total benefit

Details of nominees you wish to remove

Step 3: Signature