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 from Sections B, C and D, or a combination of these. Please also complete Section E. If you are transferring your benefit to another fund or taking all or part of your benefit in cash, you will also need to provide the Trustee with certified proof of your identity, as requested by law (see page 5 of this form for more information). Note: You should only complete this Benefit Payment Form in respect of any part of your benefit that you do not wish to take as a pension. Section A: Your details (please print) Title (please circle): Mr / Mrs / Ms / Miss Other (please state): Given name(s): Home address: Surname: State: Membership number: Telephone (BH): Date of birth: / / (dd/mm/yy) Postcode: Section B: Transferring your benefit to an external super fund I want to transfer: Please tick ONE box below. All of my benefit into an external super fund. Part of my benefit into an external super fund. (If you selected this option, then you will also need to indicate the amount you wish to transfer into an external fund.) I wish to transfer $ or % of my benefit into an external super fund. Jamestrong Super Benefit Payment Form 1
Section B: Transferring your benefit to an external super fund (continued) If you wish all or part of your benefit to be transferred into an external fund, please indicate your choice of fund: Please note that ALL sections below MUST be completed, otherwise your form will be returned. If you are transferring your benefit to more than one fund, please attach the same details shown below for your other fund(s) and indicate the amount or percentage of your benefit to be transferred to each fund. If you are rolling over to more than one fund, the tax components will be split between your chosen funds in proportion to the amount rolled over to each fund. Note: You will need to attach certified proof of identity if taking all or part of your benefit in cash or transferring your benefit to another super fund. See page 5 for more information. I wish to transfer my benefit to an external superannuation fund as follows: Name of fund/institution: Address: Telephone: ( ) Cheque to be made payable to: Email address: Australian Business Number (ABN): OR Unique Superannution Identifier (USI): Member/Policy Number: IMPORTANT NOTE: The ABN, USI and the Member/Policy Number of your chosen fund is required before payment will be made. Please contact your chosen fund to obtain these details. Note that the ABN has 11 digits and the USI has 14 digits. Section C: Taking all or part of your benefit in cash You cannot generally withdraw your preserved amount in cash until you reach your preservation age and the Trustee is satisfied that you intend to permanently retire from the workforce. However, if you have reached your preservation age, you can access your preserved amount while you re still working provided that you roll over your super into a transition to retirement pension. For more information on your preservation age and accessing your super under the transition to retirement laws, refer to the Fund s member booklet for your membership category. No tax will apply to your benefit if you are over age 60. Note: You will need to attach certified proof of identity if taking all or part of your benefit in cash or transferring your benefit to another super fund. See page 5 for more information. Please tick the box below that applies to you. I have reached my preservation age and am permanently retiring from the workforce. I am aged above 60 years and either ceased employment after reaching that age or have ceased employment and intend to permanently retire *. I have reached my preservation age and wish to roll over my super into a transition to retirement pension. I am aged at least 65 years. * Permanently retire means you intend never again to be gainfully employed for more than 10 hours per week. 2 Jamestrong Super Benefit Payment Form
Section C: Taking all or part of your benefit in cash (continued) I wish to withdraw: Please tick ONE box below. None of my benefit in cash. The maximum amount available to me in cash. Part of my benefit in cash. (If you selected this option, then you will also need to indicate the amount you wish to withdraw in cash.) I wish to withdraw $ or % of my benefit in cash. The tax components of any cash payment will be in proportion to your total benefit (i.e. equally from your taxable and tax-free benefit components). Benefits paid to members aged 60 or over are generally tax free. If the amount you nominate is more than the maximum amount you can take in cash, you will only be paid the maximum cash amount available. If you are taking all or part of your benefit in cash, you will need to provide certified proof of your identity. See page 5 for more information. Please indicate your payment option: Please tick ONE box below. Pay the cash amount by posting a cheque in the mail. Pay the cash amount by direct deposit into my nominated bank account: (If you selected this option, please note that the account you nominate MUST be in your name. You will need to provide a certified copy of the bank statement verifying the account details below. We will notify you once the money has been deposited into your account.) Name of fund/institution: Account name: BSB number: Account number: Branch: Jamestrong Super Benefit Payment Form 3
Section D: Insurance Continuation Option Your Exit Statement refers to an Insurance Continuation Option which is generally available for 60 days from the date you cease employment and provided you are under age 60 (please refer to your Exit Statement for more details). If you would like more information about the Continuation Option, and a quotation, please indicate by ticking the box below: Yes, I would like to receive an Insurance Continuation Option quotation. If you would like an Insurance Continuation Option quotation, please advise if you are a smoker: Yes No Section E: Declaration I declare that all statements made herein to claim my benefit are true and correct to the best of my knowledge and belief. Signature: Date: / / Remember to attach certified proof of your identity if you are taking all or part of your benefit in cash, transferring your benefit from the Fund or rolling over to a Self Managed Superannuation Fund. (Note: This information is required by law.) See page 5 for more information on what are classified as acceptable proof of identity documents. Return your completed form to: The Fund Administrator, Jamestrong Super, PO Box 1442, Parramatta NSW 2124 4 Jamestrong Super Benefit Payment Form
Acceptable proof of identity documents The following documents may be used: EITHER One of the following documents only: ~ ~ a driver s licence issued under State or Territory law, or ~ ~ a passport. OR One of the following documents: ~ ~ a birth certificate or birth extract, ~ ~ a citizenship certificate issued by the Commonwealth, or ~ ~ a pension card issued by Centrelink that entitles the person to financial benefits. AND One of the following documents: ~ ~ a letter from Centrelink regarding a Government assistance payment, or ~ ~ a notice issued by the Commonwealth, a State or Territory Government, or local council within the past 12 months that contains your name and residential address. For example, a Tax Office Notice of Assessment, or rates notice from your local council. Have you changed your name or are you signing on behalf of another person? If you have changed your name, or 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. The following table contains information about suitable linking documents. Purpose Change of name Signed on behalf of applicant Suitable linking document Marriage Certificate, Deed Poll or Change of Name certificate from the Births, Deaths and Marriages Registration Office. Guardianship papers or Power of Attorney. Certification of personal documents All copied pages of ORIGINAL proof of identification documents (including any linking documents) need to be certified as true copies by any individual approved to do so (see below). The person authorised to certify documents must sight the original and the copy and make sure that both documents are identical, then make sure that all pages have been certified as true copies by writing or stamping certified true copy followed by their signature, printed name, qualification (e.g. Justice of the Peace or Australia Post employee) and date. The following people can certify copies of the originals as true and correct copies: ~ ~ A person who is enrolled on the roll of the Supreme Court of a State or Territory, or the High Court of Australia, as a legal practitioner, ~ ~ An agent of the Australian Postal Corporation who is in charge of an office supplying postal services to the public, ~ ~ An Australian Consular Officer or Australian Diplomatic Officer (within the meaning of the Consular Fees Act 1955), ~ ~ A Bailiff, ~ ~ A bank officer with two or more continuous years of service, ~ ~ A building society officer with two or more years of continuous service, ~ ~ A Chief Executive Officer of a Commonwealth court, ~ ~ A Clerk of a court, ~ ~ A Commissioner for Affidavits, ~ ~ A Commissioner for Declarations, ~ ~ A credit union officer with two or more years of continuous service, Ardagh Super Benefit Payment Form 5
~ ~ An employee of the Australian Trade Commission who is: (a) In a country or place outside Australia; and (b) Authorised under paragraph 3 (d) of the Consular Fees Act 1955; and (c) Exercising his or her function in that place. ~ ~ An employee of the Commonwealth who is: (a) In a country or place outside Australia; and (b) Authorised under paragraph 3 (c) of the Consular Fees Act 1955; and (c) Exercising his or her function in that place. ~ ~ A Fellow of the National Tax Accountants Association, ~ ~ A finance company officer with two or more years of continuous service, ~ ~ A holder of a statutory office not specified elsewhere in this list, ~ ~ A Judge of a court, ~ ~ A Justice of the Peace, ~ ~ A Magistrate, ~ ~ A Marriage Celebrant registered under Subdivision C of Division 1 of Part IV of the Marriage Act 1961, ~ ~ A Master of a court, ~ ~ A member of Chartered Secretaries Australia, ~ ~ A member of Engineers Australia, other than at the grade of student, ~ ~ A member of the Association of Taxation and Management Accountants, ~ ~ A member of the Australian Defence Force who is: (a) An officer; or (b) A non-commissioned officer within the meaning of the Defence Force Discipline Act 1982 with two or more years of continuous service; or (c) A warrant officer within the meaning of that Act. ~ ~ A member of the Institute of Chartered Accountants in Australia, the Australian Society of Certified Practising Accountants or the National Institute of Accountants, ~ ~ A member of: (a) The Parliament of the Commonwealth; or (b) The Parliament of a State; or (c) A Territory legislature; or (d) A local government authority of a State or Territory. ~ ~ A Minister of religion registered under Subdivision A of Division 1 of Part IV of the Marriage Act 1961, ~ ~ A Notary Public, ~ ~ A permanent employee of the Australian Postal Corporation with two or more years of continuous service who is employed in an office supplying postal services to the public, ~ ~ A permanent employee of: (a) The Commonwealth or a Commonwealth authority; or (b) A State or Territory or a State or Territory authority; or (c) A local government authority; with two or more years of continuous service who is not specified elsewhere in this list. ~ ~ A person before whom a Statutory Declaration may be made under the law of the State or Territory in which the Declaration is made, ~ ~ A Police Officer, ~ ~ A Registrar, or Deputy Registrar, of a court, ~ ~ A senior executive service employee of: (a) The Commonwealth or a Commonwealth authority; or (b) A State or Territory or a State or Territory authority. ~ ~ A Sheriff, ~ ~ A Sheriff s officer, ~ ~ A teacher employed on a full-time basis at a school or tertiary education institution, ~ ~ A member of the Australasian Institute of Mining and Metallurgy, ~ ~ An officer with, or authorised representative of, a holder of an Australian financial services licence, having two or more years of continuous service with one or more licensees, ~ ~ A licensed or registered Chiropractor, ~ ~ A licensed or registered Dentist, ~ ~ A licensed or registered Medical practitioner, ~ ~ A licensed or registered Nurse, ~ ~ A licensed or registered Optometrist, ~ ~ A licensed or registered Patent attorney, ~ ~ A licensed or registered Pharmacist, ~ ~ A licensed or registered Physiotherapist, ~ ~ A licensed or registered Psychologist, ~ ~ A licensed or registered Trademarks attorney, and/or ~ ~ A licensed or registered Veterinary surgeon. 6 Jamestrong Super Benefit Payment form Issued by Towers Watson Superannuation Pty Ltd (ABN 56 098 527 256, AFSL No. 236049), as Trustee of the Jamestrong Packaging Australia Superannuation Fund (ABN 65 546 653 068). Issued April 2015.