A reversionary beneficiary allows you to feel secure in knowing that if you were to pass away—your pension will go straight to the person you nominated.
Keep in mind
- This type of nomination applies to pension accounts only
Are you looking for a different type of beneficiary nomination? - All required sections of the form need to be completed
You’ll need to complete every required section of the form accurately - The person(s) you nominate must be your dependant
- If your nominated dependant is a child, they are only eligible to receive your superannuation as a series of payments if, at the time of your death they are:
- Under the age of 18; or
- 18 or over and they are also:
- under 25 and financially dependent on you; or
- permanently disabled (specific criteria apply).
- In all other cases a child may only receive your superannuation as a single payment upon your death. If this is the case, you cannot nominate them as a reversionary beneficiary
- No online submissions accepted – we need original signatures
What you’ll need
- Your account number
- The full name and date of birth of the person you are nominating
- Access to a printer
- About 20 minutes of your time to read and complete the form
-
Download the reversionary beneficiary form
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Read the form instructions carefully and complete the relevant form fields
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Print, sign and date the form
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Post the form to us at:
Colonial First State
Reply Paid 27
Sydney NSW 2001
-
You're all done!
We’ll aim to process your completed and signed form within five working days of receiving it. If we spot any incorrect or incomplete information, one of our team members will give you a call
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Things you should know
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.
Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at https://www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.