Receiving a payout from the Equip Rio Tinto fund. If you need help. Date of birth (must be advised):
|
|
- Blaze McDaniel
- 6 years ago
- Views:
Transcription
1 About this form If you are still employed with one of the Rio Tinto group employers you are eligible to withdraw part or all of any unrestricted non-preserved amounts you have in the Fund at any time. If you are a Personal Member in the Accumulation Division you can roll all or part of your super out of the Equip Rio Tinto fund at any time. Alternatively you may decide to receive your non-preserved super or, if you are eligible, your entire super as a cash payment. To request payment of any of these amounts, complete the details below. If you close your Equip Rio Tinto account before we receive your final contributions, on your behalf we will establish a new account upon receipt of these contributions. Tax components of your super payout Your payout will be made up of a tax-free and taxable component. You cannot nominate to take a payment from just one component (e.g. from just the tax-free component). If you need help For assistance, please call the Fund Member Helpline on Step 1 Complete your personal details Please print in black or blue pen, in uppercase, one character per box. A Date of birth (must be advised): Gender: Mr Mrs Ms Miss Other / / Male Female Given name(s) Surname Previous name (if applicable) Residential address (must be advised) Suburb State Postcode Postal address (if different from above) Suburb State Postcode Daytime telephone - Membership number Mobile If you do not provide the above details there may be delays in processing your payment and/or rollover. see below Sign up for electronic communications By providing your address and mobile number not only will it be easier for the Fund to keep in touch with you but it allows you to receive information electronically if that s your preference. You can tell the Fund how you d like to receive various types of communications by signing into your account on the website and updating your preferences in the Personal details section. Issued by Equipsuper Pty Ltd (ABN , AFSL ) as trustee for Equipsuper Superannuation Fund (ABN , SPIN EPL0100AU) for persons in the (Equip Rio Tinto fund). July 2017 RT107
2 Step 2 Attach documentation if your personal details have changed If you have changed your name you will need to provide a certified linking document - a linking document is a document that proves a relationship exists between two (or more) names. See the Completing proof of identity section for details of what to provide and how and who can certify documents. If your date of birth does not match the Fund's records call the Fund Member Helpline for further instruction. If you have changed your address you will need to attach a copy of a recent bill, mail item or driver's licence that displays your new residential address. If the required supporting documentation is not provided, the payment of your benefit will be delayed. Step 3 Provide payment or transfer instructions Please pay my super as follows: Option 1 Pay as cash: (select an option) Maximum amount available in cash (the unrestricted non-preserved portion) or A partial withdrawal of $,. net of tax or The total of my super Note: Tax may be payable on cash payments. Residency or citizenship status The ability to pay as cash (and the rate of any applicable tax) may depend upon your residency or citizenship status. Please indicate your current status by ticking the appropriate box below: Are you an Australian or New Zealand citizen or an Australian resident? Yes No If your payment request is affected by your residency / citizenship status, you will be advised accordingly. Failure to respond to the above question may result in delays in the processing of your payment(s). Electronic Funds Transfer request All payments will be paid by cheque (in the name of the account holder only) and sent to the postal address shown in Step 1 unless you specify details below for an Electronic Funds Transfer. Bank account details for deposit via Electronic Funds Transfer (EFT) Name of account holder(s) Bank BSB number (6 digit number) Bank address Account number Note: the account nominated above must be in your name and must be an account for which you can sign to withdraw, either solely, or with another person. If you do not provide the above details there may be delays in processing your payment. Preservation declaration A portion of your super benefit may be preserved. If the preserved amount is over $200, legislation requires that it be retained in a complying super fund, unless one of the circumstances below applies to you. You have reached your preservation age*, have ceased employment and permanently retired from the workforce. You are at least 60 years of age and have ceased employment since attaining age 60. Permanently retired is defined as never being gainfully employed again for more than 10 hours per week. Gainful employment means employed or self-employed for gain or reward in any business, trade, profession, call, occupation or employment. If you are eligible, please complete one of the following declarations to allow your benefit payment to be processed. (Select an option) Yes, I have reached my preservation age, have ceased employment and permanently retired from the workforce Yes, I am 60 years of age or over and have ceased employment with an employer on or after my 60th birthday * Your preservation age depends on your date of birth as shown in the table below. Date of birth Preservation age Date of birth Preservation age Before 1 July July 1962 to 30 June July 1960 to 30 June July 1963 to 30 June July 1961 to 30 June July 1964 or after 60 Continued over
3 Step 3 Provide payment or transfer instructions (continued) Option 2 Rollover to another fund: (select an option) A partial rollover of $,. The total super account balance (remaining after cash payment if applicable) (If you wish to transfer your super to more than one fund, copy this section of the form and complete it for each fund, inputting the amount to be transferred to each fund). Name of fund Fund ABN* Unique Superannuation Identifier (USI)* Membership or account number If exempt from an ABN, tick the reason for exemption: Exempt Public Sector Super Scheme Retirement Savings Account * A rollover to another fund may not be able to occur without the ABN, USI and membership/account number of the fund you are transferring to. If your nominated fund does not have an ABN you will need to contact the fund directly to request evidence of their complying status, such as their notice of compliance. If you do not provide the above details there may be delays in processing your rollover. Is this a Self Managed Super Fund (SMSF)? Yes No If no, proceed to Step 4. If yes, please provide the following information and note that all payments to an SMSF will be paid by EFT. Please ensure the fund address is up-to-date on the ATO s website and please provide a copy of the SMSF bank account statement. If you do not provide these details, there may be delays in processing your rollover. If we are unable to verify the SMSF or your status as a member, trustee or director of a corporate trustee of the SMSF, we may need to obtain further documentation from you. Fund address Suburb State Postcode Name of Financial Institution BSB Account number Account name Fund contact number -
4 Step 4 Providing your tax file number Under the Superannuation Industry (Supervision) Act 1993, the Fund's Trustee is authorised to collect your tax file number (TFN) and will only use it for lawful purposes. These purposes may change in the future as a result of legislative change. The Trustee must also comply with the requirements of the Privacy Act Your TFN may be disclosed to another superannuation provider, when your benefits are being transferred, unless you request in writing that your TFN not be disclosed to any other superannuation provider. It is not an offence not to quote your TFN. However, giving the Trustee your TFN will have the following advantages (which may not otherwise apply): the Fund will be able to accept all types of contributions to your account/s; an additional tax on contributions to your superannuation account/s will not be applied; other than the tax that may ordinarily apply, no additional tax will be deducted when you start drawing down your superannuation benefits; and it will make it easier to trace lost superannuation accounts in your name. Should you choose not to provide your Tax File Number additional tax may be deducted, please refer to the Tax File Number Notification form for details. Don t pay more tax than you have to let us know your tax file number. Your tax file number is confidential and you don t have to give it to the Equip Rio Tinto fund. It is not an offence to not provide your tax file number. However, you may pay more tax than you have to if you don t supply it. My tax file number is: - - or, if you don't want to provide your TFN, tick below. I will not provide my TFN Step 5 Providing proof of identity We require you to provide proof of identity if you are: requesting a cash payment; rolling over your super to a self managed super fund (SMSF); rolling over your total super balance to another complying super fund (not an SMSF) and we don't have your Tax File Number and you don't wish to provide it for this purpose; rolling over your total super balance to another complying fund and the TFN we hold for you cannot be validated through the online facility provided by the Australian Taxation Office. For identification purposes, you MUST attach a copy of either your Driver's Licence or Passport (or acceptable alternatives). If you have chosen to have any amount paid as cash or rolled over to an SMSF, you MUST provide a certified copy of this document. See the Completing proof of identity section for details of what to provide and how and who can certify documents. Failure to provide appropriate proof of identification may result in delays to the processing of your transfer or payment. We may need to ask you for further identification or verification documents in certain circumstances. We will contact you if this is required. Protecting your privacy We collect, use and disclose personal information about you in order to manage your superannuation benefits and give you information about your super. Our Privacy Policy is available to view at or you can obtain a copy by contacting us on If you do not provide the personal information requested, we may not be able to manage your superannuation. We may sometimes collect information about you from third parties such as employers, professional advisors, health service providers, insurers, government bodies (for example the Australian Taxation Office and tribunals), investigation organisations, previous super funds, our related entities and publicly available sources. We may disclose your information to various organisations in order to manage your super, including our service provider, Mercer Outsourcing Australia Pty Ltd (Mercer), the entities mentioned above, and our other service providers used to assist with managing your super. In managing your super your personal information will be disclosed to service providers in another country, most likely to Mercer s processing centre in India. Our Privacy Policy lists all other relevant offshore locations. Our Privacy Policy sets out in more detail how we deal with your personal information and who you can talk to if you wish to access and seek correction of the information we hold about you. It also provides detail about how you may lodge a complaint about the way we have dealt with your information and how that complaint will be handled. If you have any other queries in relation to privacy issues, you may contact the Fund Member Helpline on or write to our Privacy Officer, GPO Box 4303 Melbourne VIC 3001.
5 Step 6 Sign the form By signing this form: I acknowledge that I have read and understood this form and that the information completed is true and correct. I understand that my information will be collected, disclosed and used in the manner set out in this form and I consent to this. I approve the deduction of any appropriate exit fees from the amount paid subject to legal restrictions. I understand that under Tax Office regulations, I must keep a copy of this form for five (5) years from the date completed. I request and consent to the transfer and/or payment of superannuation as described in this form and authorise the superannuation provider of each fund to give effect to these transactions. I understand that the value of my super in the Equip Rio Tinto fund will decrease by the amount paid or transferred from the Equip Rio Tinto fund in accordance with my request. If I have requested a partial rollover, I understand that: a partial withdrawal fee of $75 will be deducted from my Equip Rio Tinto fund account when the transfer is processed; and the Equip Rio Tinto fund may not be able to action my request where the Trustee has been notified of Family Law proceedings in relation to my super, or in other circumstances required or permitted by legislation. If the fund nominated in Step 3 is an SMSF - I declare that I am a member, trustee or director of the corporate trustee of the SMSF. I am aware I may ask the superannuation provider of each fund for information about any fees or charges that may apply, or any other information about the effect this transfer may have on my benefits, and have obtained or do not require such information. If the trustee of the Equip Rio Tinto fund holds my tax file number (TFN): I understand this will be passed on to the trustee of the fund nominated in Step 3 (if applicable), unless I have requested in writing to the Equip Rio Tinto fund that my TFN is not to be disclosed to another trustee; and I consent to my tax file number being disclosed for the purposes as set out in this form. If the trustee of the Equip Rio Tinto fund does not have my TFN, I confirm that I understand the implications of not providing this, including that additional tax may be deducted from my benefit. I discharge the trustee of the Equip Rio Tinto fund of all further liability in respect of the benefits paid and/or transferred as described in this form. Signature Date / / Please return your completed form to the Equip Rio Tinto fund, GPO Box 4303, Melbourne, VIC Step 7 Attach documentation if you are signing on behalf of the applicant If you are signing on behalf of the applicant you will need to provide a certified linking document - a linking document is a document that proves a relationship exists between two (or more) names. See the Completing proof of identity section for details of what to provide and how and who can certify documents.
6 Step 8 Complete the checklist To enable your payment to be processed promptly, please ensure you have correctly completed this form before returning it to the fund. Have you: Provided your member details in Step 1? Attached supporting documentation for any change of name, date of birth or address detailed in Step 2? Provided complete payment instructions in Step 3 (including preservation declaration if you are requesting a cash payment)? Signed and dated the form (Step 7)? Completing Proof of Identity If applicable, have you attached the correct identification as outlined in the Completing proof of identity section? Select the identification you have provided: One Primary identification document; or Two Alternative identification documents (one from each of the lists specified) Is your identification current? If providing an Australian Passport, one that has expired within the last two years is acceptable. Is your document correctly certified? Ensure the certifier has included ALL of the following on each page: Written or stamped certified true copy Signature and printed name Date the date MUST be within twelve months of the date we receive your completed form. Qualification (such as Justice of the Peace, Australia Post employee, etc) Please refer to the Completing proof of identity section for more details on how to certify a document and a list of valid certifiers
7 Complete your personal details Primary photographic identifi cation You will need to provide a copy of one of the following primary identifi cation documents: Current Australian or foreign driver s licence (including the back of the driver s licence if your address has changed) Australian passport Current foreign passport 1, or similar document issued for the purpose of international travel 1 Current card issued under a State or Territory for the purpose of proving a person s age Current national identity card issued by a foreign government for the purpose of identifi cation 1 Identifi cation documents must not be expired (excepting an Australian passport which may be expired within 2 years). Alternative identifi cation If you are unable to provide any primary photographic identifi cation, you will need to provide two identifi cation documents, one from each of the following lists: Birth certifi cate or birth extract 1 Citizenship certifi cate issued by the Commonwealth Pension card issued by the Department of Human Services (Centrelink) that entitles the person to fi nancial benefi ts AND Letter from the Department of Human Services (Centrelink) or other Government body in the last 12 months regarding a Government assistance payment Tax Offi ce Notice of Assessment issued in the last 12 months Rates notice from local council issued in the last 3 months Electricity, gas or water bill issued in the last 3 months Landline phone bill issued in the last 3 months (mobile phone bills will not be accepted) Name change If you have changed your name, you must provide a certifi ed copy of the relevant name change document 1, for example, a Marriage Certifi cate issued by the Registry of Births Deaths & Marriages, Decree Nisi or Deed Poll (in addition to the above identifi cation). If your legal name or date of birth does not match exactly to our records (excluding aforementioned name changes), please contact us for further instructions. Signing on behalf of another person If you are signing on behalf of the applicant you will need to provide the following: A certified copy of the Guardianship papers or Power of Attorney; and A certified copy of the appropriate proof of identity for the holder of the Guardianship or Power of Attorney. Note: Certifi ed ID is also required for the member 1 Translation If your identifi cation is written in a language other than English, the identifi cation must be accompanied by an English translation prepared by a translator accredited by the National Accreditation Authority for Translators and Interpreters Ltd. (NAATI) at the level of Professional Translator or higher (or an equivalent accreditation), to translate from a language other than English into English. How to certify documents After sighting the original and the copy and making sure both documents are identical, the certifi er must include on EACH page: Written or stamped certifi ed true copy Signature and printed full name Qualifi cation (such as Justice of the Peace, Australia Post employee, etc) Date (the date of certifi cation must be within the 12 months prior to our receipt) IDENTIFICATION Certifi ed true copy J. Sample Mr John Sample Justice of Peace Registration No Date: 01/02/2012 A clear copy of the document that identifi es you (i.e. your driver s licence (front and back) or passport) Write or stamp certifi ed true copy of the original document The authorised person s signature Full name, qualifi cation and registration number (if applicable) of the authorised person Date of certifi cation (within 12 months of receipt) Verification A verifi cation of the certifying party may be performed. If a discrepancy arises, you may be requested to re-certify documentation. Important Note The information in this document is a guide only and we may request additional documentation prior to any payment. V7.1
8 Complete your personal details Who can certify documents in Australia? Permanent employee of the Australian Postal Corporation with 2 or more years of continuous service who is employed in an offi ce supplying postal services to the public Agent of the Australian Postal Commission who is in charge of an offi ce supplying postal services to the public Australian Consular Officer or Australian Diplomatic Officer (within the meaning of the Consular Fees Act 1955) Bailiff Bank officer, building society officer or credit union officer (with two or more continuous years of service) Commissioner for Affidavits or Declarations Court Officer, Registrar or Deputy Registrar of a Court, Judge, Clerk, Magistrate, Master of a Court, Chief Executive Offi cer of a Commonwealth Court Fellow of the National Tax Accountant s Association Finance Company Officer (with two or more continuous years of service with one or more fi nance companies) Justice of the Peace Legal practitioner Marriage celebrant (registered under Subdivision C of Division 1 of Part IV of the Marriage Act 1961) Medical practitioner, chiropractor, dentist, nurse, optometrist, physiotherapist, psychologist Member of Chartered Secretaries Australia Member of Engineers Australia (other than at the grade of student) Member of the Association of Taxation and Management Accountants Member of the Australasian Institute of Mining and Metallurgy Member of the Australian Defence Force (who is an offi cer; or a non-commissioned offi cer within the meaning of the Defence Force Discipline Act 1982 with two or more years of continuous service or a warrant offi cer within the meaning of that Act) Member of the Institute of Chartered Accountants in Australia, the Australian Society of Certified Practising Accountants or Member of the Institute of Public Accountants Member of Commonwealth Parliament, State Parliament, Territory Legislature or a Local Government Authority (State or Territory) Minister of Religion (under Subdivision A of Division 1 of Part IV of the Marriage Act 1961) Notary Public Officer with, or Authorised Representative of an Australian Financial S ervices Licensee (who has had at least two years of continuous service with one or more licensees) Officer with, or a credit representative of, a holder of an Australian credit licence (who has had at least two years of continuous service with one or more licensees). Permanent employee of the Commonwealth (or Commonwealth Authority) or a State or Territory (or State or Territory Authority) or a Local Government Authority with two or more years of continuous service Person before whom a statutory declaration may be made under the law of the State or Territory in which the declaration is made Pharmacist Police Officer, Sheriff or Sheriff s Officer Senior Executive Service Employee of the Commonwealth (or Commonwealth Authority) or a State or Territory (or State or Territory Authority) Teacher employed on a full-time basis at a school or tertiary education institution Trade marks attorney Veterinary surgeon Who can certify documents outside of Australia an authorised staff member of an Australian Embassy, High Commission or Consulate an authorised employee of the Australian Trade Commission who is in a country or place outside Australia an authorised employee of the Commonwealth of Australia who is in a country or place outside Australia a Member of the Australian Defence Force who is an officer or a non-commissioned officer with 5 or more years of continuous service a Notary Public from a country ranked 129 or below in the latest Transparency International Corruptions Perception Index: V7.1
Roll other super money into the Equip Rio Tinto fund. If you need help
Roll other super money into the Equip Rio Tinto fund About this form You must be a member of the Equip Rio Tinto fund in order for the Fund to accept your transfer/rollover. If you re unsure of your membership
More informationTransferring your super from the Equip Rio Tinto Fund while you re still employed
Transferring your super from the Equip Rio Tinto Fund while you re still employed If you have decided to transfer your super from the Equip Rio Tinto Fund, refer to the table below and to the Important
More informationTitle Mr Mrs Ms Miss Other Date of birth / / Given names. Suburb State Postcode. Suburb State Postcode
Payment Instructions for Deferred & Immediate Retirement Income Benefits from Mars Australia Retirement Plan If you need help For assistance call the MARP Helpline on 1300 883 298 Step 1 Complete your
More informationTitle Mr Mrs Ms Miss Other Date of birth / / Given names
Logo to be inserted Toyota Super Rollover form Roll other super money into Toyota Super Just fill in this form and send it back to Toyota Super. It s that simple. We will contact your other fund managers
More informationCrescent Wealth Superannuation Fund Family law instructions for payment of entitlement
Crescent Wealth Superannuation Fund Family law instructions for payment of entitlement About this form This form should be completed by the non-member spouse following the split of the superannuation benefit
More informationEquip MyPension Application
Equip MyPension Application About this form We need you to fill out this form to let us know: your personal details how much you d like to invest your pension amount the preservation status of your super
More informationGoldman Sachs & JBWere Superannuation Fund. Roll other super money into the Goldman Sachs & JBWere Superannuation Fund
Goldman Sachs & JBWere Superannuation Fund Rollover form Roll other super money into the Goldman Sachs & JBWere Superannuation Fund To rollover other super money you have from previous super funds, complete
More informationTitle Mr Mrs Ms Miss Other Date of birth / / Given names
RBF Tasmanian Accumulation Scheme Rollover form Roll other super money into RBF Just fill in this form and send it back to RBF. It s that simple. We will contact your previous super fund and look after
More informationauthority to deduct financial advice fees form
authority to deduct financial advice fees form BOCSUPER You may request the Trustee to debit fees for financial advice related to your super from your BOC Super account. To arrange this, you and your adviser
More informationCommencing an additional income policy
Qantas Super Commencing an additional income policy Commencing an additional income policy in your Income Account in Gateway If you have an existing Income Account in Gateway and would like to add money
More informationRollover into Qantas Super
Qantas Super Rollover into Qantas Super About this form Having all your super in the one fund means you won t pay multiple fees to different funds. It may also make managing your super easier, save you
More information*SA010.30HWD1* Benefit payment form ABOUT THIS FORM IF YOU NEED HELP. STEP 1 - Your personal details
Benefit payment form Please complete this form in BLACK PEN and CAPITAL LETTERS. ABOUT THIS FORM Complete this form to: > > request a benefit payment You may need to provide us with your Tax File Number
More information*SA EJ1* Request a Benefit Payment from GuildPension (including a TTR account) What you need to do
from GuildPension (including a TTR account) What you need to do This form should be completed to request a lump sum withdrawal (commutation) from your GuildPension account or to roll your account balance
More informationapply for a withdrawal
HOW TO apply for a withdrawal - from your super account CHECK THAT YOU RE ELIGIBLE You wish to receive part or all of your super payout in cash A portion of your super benefit may be preserved. If the
More informationApplication to commence an Income Account in Gateway
Qantas Super Application to commence an Income Account in Gateway Commencing an Income Account If you re an existing member of Qantas Super, you want to start receiving regular income payments and you
More information*BOCSC.F01HI1* 1. Personal details. Title. Surname. Given names. Date of birth. Home address. Mailing address (if different) Work phone number
1. Personal details Title Surname Given names Date of birth Home address Mailing address (if different) Work phone number Home phone number Mobile phone number Email BOC Super pension member number See
More informationALCOA OF AUSTRALIA RETIREMENT PLAN Rollover form
ALCOA OF AUSTRALIA RETIREMENT PLAN Rollover form Roll other super money into the ALCOA OF AUSTRALIA RETIREMENT PLAN To rollover other super money you have from previous super funds, complete this form
More informationApplication for an RBF Life Pension
Pension RBF Contributory Scheme Application for an RBF Life Pension About this form Complete this form to start an RBF Life Pension in the RBF Contributory Scheme. Members of the Tasmanian Accumulation
More informationApplication for membership (Spouse Contribution Account (SCA) Section) Part A
ANZ Australian Staff Superannuation Scheme ANZ Australian Staff Superannuation Scheme Application for membership (Spouse Contribution Account (SCA) Section) Part A Guidelines for completing this application
More informationRequest for Benefit Payment
Request for Benefit Payment Important message: You can remain a member of GuildSuper if you change jobs. All you need to do is download and complete a Choice of Superannuation Fund form from guildsuper.com.au
More informationApplication for Payment of a Benefit Form.
What s this form for? You should use this form if you wish to withdraw all or part of your superannuation benefit and either, transfer it to another superannuation fund or receive the payment in cash.
More informationTowers Watson Superannuation Fund
Section 1: My details Towers Watson Superannuation Fund Title (please tick): Dr Mr Ms Mrs Miss Application for Benefit Payment Please make your benefit payment choice by filling out the relevant sections
More informationWithdraw super from your Rollover Account
Withdraw super from your Rollover Account This is the form you should use when you withdraw your superannuation from your APSS Rollover Account. The minimum amount you may withdraw from your APSS Rollover
More informationIf you would like to make both a lump sum withdrawal and rollover your benefit, simply complete all four parts of the form.
Fact sheet and form Withdrawal lump sum and/or rollover The Government has placed restrictions on when you can access your super, which generally must be preserved in the superannuation system in order
More informationBenefit Payment Option Form
Benefit Payment Option Form Please make your benefit payment choice by filling out the relevant sections below. You can make your selection from Parts B, C or D, or a combination of the three. When returning
More informationTransfer other super into the APSS
Transfer other super into the APSS By completing this form, you will request the transfer/rollover of all or part of the balance of your superannuation benefits in another fund, the FROM fund, to an existing
More informationHow to apply for a super payout
How to apply for a super payout STEP 1 CHECK THAT YOU RE ELIGIBLE You wish to receive part or all of your super payout in cash A portion of your super benefit may be preserved. If the preserved amount
More informationFinancial Hardship Form
What you need to do Complete this form and return it to GuildSuper to make an application for early release of your superannuation benefits on grounds of financial hardship. Use and disclosure of your
More informationJAMESTRONG PACKAGING AUSTRALIA SUPERANNUATION FUND. Membership number: Section B: Transferring your benefit to an external super fund
BENEFIT PAYMENT FORM JAMESTRONG PACKAGING AUSTRALIA SUPERANNUATION FUND Please make your benefit payment choice by filling out the relevant sections below. Complete Section A and then make your selection
More informationOracle Superannuation Plan
Oracle Superannuation Plan Application for Benefit Payment You MUST complete this section. Section 1: Your personal details Surname: Given Names: Date of Birth: Address: Contact telephone number: (during
More informationBenefit Payment and Rollout Request. Step 2 Employment details (to be completed by all members)
Benefit Payment and Rollout Request You can use this form if you are eligible to request a payment from your benefit or you wish to rollover some or all of your benefit to another fund. If you want to
More informationTransfer other super into the APSS
Transfer other super into the APSS By completing this form, you will request the transfer/rollover of all or part of the balance of your superannuation benefits in another fund, the FROM fund, to an existing
More informationMyLife MyPension Application for Lump Sum Withdrawal. Suburb State Postcode. Step 2 Attach documentation if your personal details have changed
MyLife MyPension Application for Lump Sum Withdrawal If you need help For assistance call our Service Centre on 1300 963 720. Step 1 Complete your personal details Please print in black or blue pen, in
More informationRequest for Partial/Full Commutation (Withdrawal) If you need help. Title Mr Mrs Ms Miss Other Date of birth / / Given names. Suburb State Postcode
ALCOA OF AUSTRALIA RETIREMENT PLAN Request for Partial/Full Commutation (Withdrawal) If you need help For assistance call the Helpline on 1800 355 028. Step 1 Complete your personal details Please print
More informationREQUEST FOR WITHDRAWAL
Accumulation account REQUEST FOR WITHDRAWAL If you need help For assistance call us on 1300 133 177 or refer to the NGS Super website www.ngssuper.com.au. Step 1. Complete your personal details Please
More informationRequest for Partial/Full Commutation
REI Super Pension Request for Partial/Full Commutation If you need help For assistance, information on your benefit entitlements, or to access the Privacy Policy and your personal information call the
More informationapply for a super payout
HOW TO apply for a super payout STEP 1 CHECK THAT YOU RE ELIGIBLE You wish to receive part or all of your super payout in cash A portion of your super benefit may be preserved. If the preserved amount
More informationapply for a super payout
HOW TO apply for a super payout STEP 1 CHECK THAT YOU RE ELIGIBLE You wish to receive part or all of your super payout in cash A portion of your super benefit may be preserved. If the preserved amount
More informationFamily law instructions for payment of entitlement
Family law instructions for payment of entitlement If you need help Call our Helpline 1800 682 626. Please provide the following details in order for the Family Law entitlement to be paid in accordance
More informationPlease complete these instructions in BLACK INK using CAPITAL LETTERS (except for your address) and 3 boxes where provided.
Staff Superannuation Plan a sub-plan of IOOF Employer Super 1 July 2015 Withdrawal Form This form serves as your instruction to us on how to deal with your benefit. We recommend that you consult your licensed
More informationCommutation or rollover request
Commutation or rollover request Use this form to commute all or part of your pension as a lump sum or if you wish to roll over/transfer your pension to another complying super fund. If you have a transition
More informationapply for a super payout
HOW TO apply for a super payout STEP 1 CHECK THAT YOU RE ELIGIBLE You wish to receive part or all of your super payout in cash A portion of your super benefit may be preserved. If the preserved amount
More informationApplication & Change Form
Application & Change Form for Account-Based Pension Members Complete this form to APPLY for a standard Account-Based Pension or transition to retirement pension with IPE Super. You can also use this form
More informationMLC Super Fund. Payment instruction form
MLC Super Fund Payment instruction form National Australia Bank Group Superannuation Fund A (Plan) Need Help? Contact us on 1300 55 7586 between 8am and 7pm AEST (8pm daylight savings time), Monday to
More informationEarly release of superannuation benefits on grounds of financial hardship
Early release of superannuation benefits on grounds of financial hardship CHECK THAT YOU QUALIFY You may be eligible to claim your preserved benefit on the grounds of financial hardship if you are an Australian
More informationapply for a super payout
HOW TO apply for a super payout STEP 1 CHECK THAT YOU RE ELIGIBLE You wish to receive part or all of your super payout in cash A portion of your super benefit may be preserved. If the preserved amount
More informationCash Deposit Fund Application form. Dated 1 July 2017
Cash Deposit Fund Application form Dated 1 July 2017 AET Cash Deposit Fund ARSN 093 367 518 Australian Executor Trustees Limited ABN 84 007 869 794 AFSL 240023 AET Cash Deposit Fund Application form Dated:
More informationREQUEST FOR WITHDRAWAL
Transition to retirement account REQUEST FOR WITHDRAWAL If you need help For assistance call NGS Super Customer Service Team on 1300 133 177 or refer to the NGS Super website www.ngssuper.com.au. Step
More informationContributions Splitting Application
Alcoa of Australia Retirement Plan Contributions Splitting Application Before completing this form please read the factsheet Splitting super contributions in Alcoa of Australia Retirement Plan available
More information*Suburb *State *Postcode. *Suburb *State Postcode*
SMF Eligible Rollover Fund This form serves as your instruction to us on how to deal with your benefit. We recommend that you consult your licensed financial adviser to assist you in your decision making.
More informationApply for a Super Payout
HOW TO Apply for a Super Payout STEP 1 CHECK THAT YOU RE ELIGIBLE You wish to receive part or all of your super payout in cash A portion of your super benefit may be preserved. If the preserved amount
More informationapply for a super payout
HOW TO apply for a super payout STEP 1 CHECK THAT YOU RE ELIGIBLE You wish to receive part or all of your super payout in cash A portion of your super benefit may be preserved. If the preserved amount
More informationRetirement Income Streams Product Disclosure Statement Issued 30 September 2017 (V9)
Back to contents IAG & NRMA Superannuation Plan Retirement Income Streams Product Disclosure Statement Issued 30 September 2017 (V9) Contents 1. About the IAG & NRMA Superannuation Plan 2 2. How a retirement
More informationWithdrawal. Fact sheet and form. What this fact sheet covers. Who is this fact sheet for? When can you make a withdrawal? Preserved benefits
Fact sheet and form Withdrawal What this fact sheet covers This fact sheet explains how to make a full or partial lump sum withdrawal from your super. Who is this fact sheet for? UniSuper members who want
More informationSplitting Super Contributions
Catholic Super Splitting Super Contributions The trustee of Catholic Super recommends that you seek advice from a licensed, or appropriately authorised, financial adviser regarding your super before you
More informationTitle Mr Mrs Ms Miss Other Date of birth / / Given names. Step 2 Attach documentation if your name and/or address has changed
Pension Lifetime Pension Benefit Payment If you need help Call our Helpline 1800 682 626. Step 1 Complete your personal details Please print in black or blue pen, in uppercase, one character per box. A
More informationApplication for an RBF Account Based Pension
Pension RBF Tasmanian Accumulation Scheme Application for an RBF Account Based Pension About this form Complete this form to advise: your personal details how much you d like to invest which Member Investment
More informationNew South Wales Electrical Superannuation Scheme Benefit Payment Form
Please complete and return form to: NESS, Locked Bag 20, Parramatta NSW 2124 Internet: www.nesssuper.com.au Please write in BLOCK letters and use a BLUE or BLACK pen. This request will be invalid if unsigned,
More informationWithdrawal Flexi Pension
Fact sheet and form Withdrawal Flexi Pension You can make a full or partial lump sum withdrawal from your Flexi Pension account at any time, unless your account is subject to transition to retirement (TTR)
More informationApply for a super payout
ANZ Australian Staff Superannuation Scheme Apply for a super payout Step 1 Check that you re eligible You wish to receive part or all of your super payout in cash A portion of your super benefit may be
More informationA guide to your. superannuation. Alcoa of Australia Retirement Plan. Product Disclosure Statement Effective 30 September. Pensions
A guide to your superannuation Product Disclosure Statement Eective 30 September 2017 Pensions Alcoa of Australia Retirement Plan www.alcoasuper.com.au Helpline 1800 355 028 Pension Section Alcoa of Australia
More informationSuper contribution splitting with your spouse
Fact sheet and form Super contribution splitting with your spouse What this fact sheet covers Explains the rules and benefits of splitting super contributions with your spouse. Who is this fact sheet for?
More informationWithdrawal. Fact sheet and form. What this fact sheet covers. Who is this fact sheet for? When can you make a withdrawal? Preserved benefits
Fact sheet and form Withdrawal What this fact sheet covers This fact sheet explains how to make a full or partial lump sum withdrawal from your super. Who is this fact sheet for? UniSuper members who want
More informationBenefit Release due to severe hardship
Benefit Release due to severe hardship The following information will be used solely for determining whether you are experiencing severe financial hardship. The completed form (or copy) will not be made
More informationPermanent incapacity benefit
Fact sheet and form Permanent incapacity benefit What this fact sheet covers This fact sheet explains how UniSuper members can apply to access their preserved and restricted non-preserved benefits on the
More informationEarly release of superannuation benefits on grounds of financial hardship
ANZ Australian Staff Superannuation Scheme Early release of superannuation benefits on grounds of financial hardship Check that you qualify You may be eligible to claim your preserved benefit on the grounds
More information$1.6M BALANCE CAP ADJUSTMENT REQUEST
NGS Income account $1.6M BALANCE CAP ADJUSTMENT REQUEST Please use this form if you wish to reduce the balance of your Income account due to legislation changes that take effect on 1 July 2017. This form
More informationEarly release of superannuation benefits on grounds of financial hardship
Early release of superannuation benefits on grounds of financial hardship CHECK THAT YOU QUALIFY You may be eligible to claim your preserved benefit on the grounds of financial hardship if you are an Australian
More informationDeparting Australia Superannuation Payment Direction Form
Departing Australia Superannuation Payment Direction Form Use this form to request a benefit payment from the Russell Investments Master Trust (the Fund, iq Super), if you worked in Australia on an eligible
More informationTitle Mr Mrs Ms Miss Other M/F Date of birth / / Given names - - Step 2A What form of identification will you need to provide?
Contributions Splitting Application If you need help Call the Helpline 1800 682 626. Step 1 Complete your personal details Please print in black or blue pen, in uppercase, one character per box. A Title
More informationApplication for early release: severe financial hardship (Case 2)
Application for early release: severe financial hardship (Case 2) Use this form if you wish to apply for the early release of your superannuation benefit on the grounds of severe financial hardship. Please
More informationHow to complete the AML/CTF Investor Identification Information Form
How to complete the AML/CTF Investor Identification Information Form In accordance with the Australian Anti Money Laundering and Counter Terrorism Financing Act 2006 (Cwlth), organisations that provide
More informationGuide. Opening an account with Big Sky. Forms required to open an account. Personal Details. Privacy
Guide Opening an account with Big Sky Forms required to open an account To open an account with Big Sky as a new customer you must complete this Customer Application Form. What forms do I need to open
More informationChange of details form pension members
Change of details form pension members AVOID PROCESSING DELAYS We make important changes to our forms at times. Check you re using the latest version by comparing the issue date at the bottom of this page
More informationSTATUTORY DECLARATION BY SMSF TRUSTEE. We, both of
1 STATUTORY DECLARATION BY SMSF TRUSTEE We, both of (Full Name), (Address) make the following declaration under the Statutory Declarations Act 1959. 1. 1 We are the directors of ACN ( SMSF Trustee ) as
More informationStatutory declaration
Statutory declaration MAKING A STATUTORY DECLARATION You can make a declaration if you are an individual person and the declaration relates to your own income tax return n Use a separate declaration for
More informationBENEFIT PAYMENT AND ROLLOVER
BENEFIT PAYMENT AND ROLLOVER Important Information To claim a benefit you will need to complete a Benefit Payment form and return it to GROW together with the appropriate identification (refer to Completing
More informationANZ OneAnswer Personal Super Application for Early Release of Benefits due to Severe Financial Hardship
1 July 2015 Customer Services Phone 13 38 63 Fax 02 9234 6668 Email anz.investments@onepath.com.au Website anz.com Date faxed (dd/mm/yyyy) Number of pages faxed This form is for existing members in ANZ
More informationApply for a super payout
ANZ Australian Staff Superannuation Scheme Apply for a super payout Step 1 Check that you re eligible You wish to receive part or all of your super payout in cash A portion of your super benefit may be
More informationAttach documentation if your personal details have changed
Withdrawal Form Please use BLOCK LETTERS and black ink. Complete this form to apply for a lump sum withdrawal. Send your completed form to: Australian Ethical Super, Locked Bag 20013, Melbourne VIC 3001
More informationLife Events/Salary Increase cover
Fact sheet and form Life Events/Salary Increase cover What this fact sheet covers This fact sheet provides information about Life Events insurance cover and Salary Increase cover available through our
More informationTransition to retirement pension application
Transition to retirement pension application About this form To open a transition to retirement pension, you need to be aged between 57* and 65 and not be retired. If you wish to open a standard account-based
More information*SA010.30FL01* Family law instructions for payment of entitlement form IF YOU NEED HELP ABOUT THIS FORM. STEP 1 - Your personal details
Family law instructions for payment Please complete this form in BLACK PEN and CAPITAL LETTERS. ABOUT THIS FORM Please provide the following details in order for the Family Law entitlement to be paid in
More informationHow to complete the AML/CTF Investor Identification Information Form
How to complete the AMLCTF Investor Identification Information Form The Australian government has introduced legislation called the Anti-Money Laundering and Counter Terrorism Financing Act 2006 which
More informationEarly release of superannuation benefits on grounds of severe financial hardship
Newcastle Permanent Superannuation Plan Early release of superannuation benefits on grounds of severe financial hardship The following information will be used solely for determining whether you are experiencing
More informationComplete this form if you wish to withdraw part or all of your benefit from the Plan or you wish to begin a pension in the Plan.
Benefit Payment Request Form Complete this form if you wish to withdraw part or all of your benefit from the Plan or you wish to begin a pension in the Plan. MEMBER DETAILS Surname: Given Name: Residential
More informationSmartsave Fund Registration No. R
This form can be used to request a transfer of your whole account balance in Smartsave to your nominated KiwiSaver Scheme. Please note you will need to meet eligibility criteria outlined in this form and
More informationSuncorp Everyday Super - Withdrawal form 1 of 8
Suncorp Everyday Super Withdrawal form Issued 27 May 2017 Suncorp Portfolio Services Limited (Trustee) ABN 61 063 427 958, AFSL 237905, RSE L0002059 Use this form to make a cash withdrawal from your Suncorp
More informationChange of income stream membership details
Change of income stream membership details You can use this form to update your: personal or contact details payment amount or frequency bank account details. You can also use this form to convert your
More informationANZ Smart Choice Super Withdrawal Form
Withdrawal Form 1 July 2015 Customer Services Phone 13 12 87 Email anzsmartchoice@anz.com Website anz.com/smartchoice This form is to be used for rollovers and lump sum cash withdrawals by existing members
More informationApplication for early release: severe financial hardship (Case 1)
Application for early release: severe financial hardship (Case 1) Use this form if you wish to apply for the early release of your superannuation benefit on the grounds of severe financial hardship. Please
More informationAllocated Pension Membership Application Form
Allocated Pension Membership Application Form This application form is part of First Super s Plan for Retirement and Start Retirement Product Disclosure Statement (PDS) dated 11 April 2017. Please read
More informationclaim your super form
claim your super form Rollover benefit claims when you have left an employer Who can claim a rollover benefit? A rollover benefit applies to CareSuper members who have ceased employment with a participating
More informationHow to transfer your super to New Zealand (Trans Tasman Portability)
Alcoa Of Australia Retirement Plan How to transfer your super to New Zealand (Trans Tasman Portability) NEED HELP? Please refer to the information and relevant websites detailed below. You can also ring
More informationWithdrawal Form Integra Super
Withdrawal Form Integra Super 12 March 2014 OnePath Custodians Pty Limited (OnePath Custodians) ABN 12 008 508 496 AFSL 238346 RSE L0000673 OnePath MasterFund (Fund) ABN 53 789 980 697 RSE R1001525 SFN
More informationBENEFIT TRANSFER REQUEST
Perpetual s DIY Super Perpetual Superannuation Limited ABN 84 008 416 831 AFSL 225246 RSE L0003315 Perpetual Trustee Company Limited ABN 42 000 001 007 AFSL 236643 This form can be used by members of the
More informationYou will have committed an offence if your MSIC is lost, stolen or destroyed and you do not advise your issuing body within 7 days.
Application Identification Number Replacement MSIC: Lost, Damaged, Stolen or Change of Type Form (Issuing Body Use Only) MSIC Conditions of Use: You must keep your MSIC in a safe and secure location whilst
More informationChange of details form
Change of details form AT YOUR FINANCIAL SERVICE Issued 30 June 2008 Suncorp Portfolio Asteron Services Portfolio Limited Services ABN Limited 61 063 ABN 427 61958 063 (Trustee) 427 958 AFS Licence No
More informationWorkskills Trainee Registration Form
WorkskillsTrainee Registration Form v7 - Page 1 of 5 Workskills Trainee Registration Form Please complete all details on this registration form. This will be used to register you in the qualification you
More informationMillennium Master Trust ABN RSE Registration Number R
Benefit Payment Form Important Please read these instruction before completing the Benefit Payment Form PROOF OF IDENTITY REQUIREMENTS F ALL BENEFIT PAYMENT REQUEST FMS Where you are requesting that your
More information