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Where to find a binding death benefit nomination (BDBN) form
Where to find a binding death benefit nomination (BDBN) form

A binding death benefit nomination ( BDBN ) request form is available under Online Forms via our adviser portal.

Intello Robot avatar
Written by Intello Robot
Updated over 2 years ago

Intello cannot provide a template for you to complete a BDBN on behalf of your client.

You can request for Intello to populate a form on your behalf via Intello's default document provider.

It is your responsibility to review the SMSF trust deed and to ensure that the BDBNs are appropriate for your clients SMSF estate plan.

To access the BDBN request form, access Online Forms via our Adviser Portal.

You can also download a comprehensive SMSF Estate Planning and Incapacity Checklist to use with your clients here: SMSF Estate Planning and Incapacity Checklist

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