If you want to combine super from multiple accounts, youll need to complete a separate form with original signatures for each account you wish to combine. It allows your employer to pay your contributions directly from your pay to the lgs account. Find all of australiansupers forms, guides and publications here. You can fill this form out online before printing and signing. Provide a signed rollover benefits statement for the total value of the rollover. If you are a triple s member, use this form to salary sacrifice into your super. Withdrawal form super australian ethical investment. Forms and superannuation fact sheets to help you manage your super and retirement income. Use this form to roll your existing superannuation plan. Rollover initiation request to transfer whole balance of. You can use this form if you are a member of a super fund and want to transfer your benefits between super funds. I declare that i have fully read this form and declare that the information completed on this form is true and correct. Superannuation and rollovers a superannuation rollover is the transfer of super funds from one super account to another.
Request to transfer benefits to first state super fss020. Consolidate your super to stop paying multiple fees and make it easier to manage and save money. Under the superannuation industry supervision act 1993, your super fund is authorised to collect your tfn, which will only be used for lawful purposes. Tal is one of australia s leading life insurers based on inforce premiums for risk only life insurance policies, nmg. By completing this form, you will initiate a rollover request to transfer the whole balance of your super benefits between funds. Rollover form step 1 complete your personal details roll other super money into your account in the anz australian staff superannuation scheme just fill in this form and send it back to anz staff super. Completing the form rollover initiation request to transfer. Transferring all your funds into your energy super account is quick and easy by logging in to your member portal. Additional default cover form file size 252 kb if you are a new member of statewide super you have the opportunity to increase your insurance cover within 90 days of joining the fund without needing to provide any medical evidence. When rolling over your members benefits to another super fund, you need to. Australian eligible rollover fund aerf benefit payment. Use this form to roll your existing superannuation plan into macquarie superoptions. Super informed newsletters find all the forms, fact sheets and documents you need for your unisuper account.
The pds is deemed to include the additional information booklet and insurance guide which can be obtained. Rollover form completing the form rollover initiation request to transfer whole balance of superannuation benefits between funds. By signing this request form, i am making the following statements. Please complete a change of details form and return this to us. Please complete, sign and return this request to macquarie. Capital letters, or type directly into this form online, print and sign it and send it to us. Youll save time and money because youll only pay one set of administration fees. Dont forget to enclose or attach any additional documentation that may be required. You should read the product disclosure statement pds for future super before completing this form. Future super rollover form rollover form this is the form you fill out if you are already a member of future super and you want to rollover money from a previous super fund into your future super fund.
Combine my super full rollover form complete this form to arrange the rollover of your super from a previous. Rolling over your super benefit to macquarie may limit your ability to lodge or vary deduction notice for personal contributions made to the fund. We will contact your other funds and look after all the transfer details. Equity trustees superannuation limited abn 50 055 641 757. Investment choice form retirement account pdf, 100kb. To arrange a partial rollover into unisuper, please contact your other fund. Executives in triple s do not complete a form but instead update schedule 2 information with hrpayroll. Australian eligible rollover fund aerf benefit payment request abn 81 932 639 940 rse r1067750 spin cml0825au trustee. Its easier to keep track of your super as you have less financial records. All the forms, pds and publications you need to manage your super and retirement. Completing the form rollover initiation request to transfer whole balance of superannuation.
This form cant be used to transfer self managed super account balances to your australiansuper account. Your smsf does not have a spin number or member number and ideally this field should be completed as not applicable in the rollover form. I have often wanted to have my pdf hyperlinks be a little more noticeable. The letter of compliance, confirming that media super is a complying fund as required under the choice of fund legislation, can be found on the back of the standard choice form. Name transfer the ownership of my policy type pdf size. Use this form to make a withdrawal or rollover from your.
Documents and forms access printready forms and information about our products, investments and past performance. Type a minimum of three characters then press up or down on the keyboard to navigate the autocompleted search results. Go to diversa trustees limited a link to further information about the trustee of living super including governance and remuneration arrangements. There are no administration fees charged by the oracle superannuation plan for your rollover. Theyll need to send us a rollover benefit statement and a cheque payable to australiansuper. Completing this form read the important pages refer to instructions where indicated with a this form is only for whole not part balance transfers. Request to transfer benefits to first state super you should use this form if you would like first state super to contact your other fund the from fund to transfer all or part of your superannuation from the other fund to first state super. Important information by completing this form, youre requesting the rollover of all or part of your account to another complying super fund. Simplybettertogether pdf, 288 kb use this form to rollover. If you have multiple account numbers with this fund, please complete a separate form for each account you wish to transfer. Retail superannuation fund are offered by australian ethical investment limited abn 47 003 188 930, afsl 229949 and issued by the trustee of the fund, australian ethical superannuation pty ltd, abn 43 079 259 733, rsel l0001441, usi aet0100au. Member details if you do not provide this information there may be a delay in the time it takes to process your request. For a rollover to a registered self managed super fund smsf, payment will only be sent to the address registered with the ato step 5.
Use this form to request a transfer or to complete a rollover of taxdeferred money. For etf payments please attach a pdf bank statement that is less than 6 months old for validation purposes. Rolling over your super is easy with russell investments. You can also use our consolidate your super form if you already know which super funds you want to consolidate or you can visit the ausfund or ato website to check if you have lost or. To complete your rollover, you will need to start your search again. Application to transfer to a selfmanaged super fund first state super.
Check the performance and unit prices of simple super rollover plan, one of amps superannuation funds. Use this form to make a withdrawal or rollover from your superoptions account. Fact sheets 18 add to your super and retire with more. If you need a paper copy of any forms or documents, please contact us and well post it to you. Perpetual superannuation limited abn 84 008 416 831 afsl 225246 rse l0003315 section 1. Enter your member account number of the fund you want to transfer funds from.
This form can not be used to transfer part of the balance of your super benefits. Forms and publications downloadable superannuation forms. Rollover for definitions, see the general information section of this form. For members of triple s, flexible rollover product, super sa income stream and super sa select who are accessing the online member portal for the first time, please click on the register button below. Rollover form this is the form you should fill out to rollover money from a previous super fund into your future super account. Before completing this form read the important information below. Financial planning advice is provided by first state super financial services pty limited abn 37 096 452 318 afsl no. You should read the product disclosure statement, additional information booklet and insurance guide before completing this form.
Other publications australian catholic superannuation. If however your current superfund requires this field to be completed, you should answer this question with member 1 or member 2 or member 3 or member 4 depending on which member the rollover relates to. Combine my super full rollover form fund a trustee a administrator a a address v ee issue date complete this form to transfer the entire balance of your super from another fund to your unisuper account. Completing the form rollover initiation request to transfer whole balance of superannuation benefits between funds. Australian ethical super, locked bag 200, melbourne vic 3001. Completing the form rollover initiation request to. If youre a police pensionlump sum or sa ambulance scheme member, use the salary sacrifice form employees without a triple s account. Portability and rollover form use this form to roll over all or part of your unisuper account to another complying super fund, including selfmanaged super funds smsfs. This form enables you to rollover or transfer benefits from another superannuation fund to the netwealth superannuation master fund. A guide to help boost your super pdf 2mb downsizing contribution form pdf 214kb make personal andor salary sacrifice contributions through your employer pdf 81kb make a personal deductible contribution directly to vicsuper pdf 102kb notice of intent to claim or vary a deduction for personal super contributions pdf 259kb. Find a form telstrasuper provides a range of forms to help you manage your super. That way, you wont have to make both the normal and rollover text. If you are transferring from a self managed super fund. Check that the fund you are transferring your benefits to can accept this transfer.
The adobe indesign output of an interactive pdf seem to loose the mouse. Complete the rollover form pdf and return it to us along with your enrollment kit materials. Use this form to tell your employer to pay your contributions into your media super account. This form is used to have regular super contributions deducted from your pay. Rest industry super, po box 350, parramatta nsw 2124. Rollover initiation request to transfer whole balance of super benefits between funds. Complete the form and send it to your old superannuation fund to let them know your details and where they should send your money.
Simply choose from the drop down box below, and then return to us via post or email. If i am transferring a benefit from an existing amp super plan to my flexible lifetime super plan, i understand that all references below. Appointment of representative details form is a form to provide details of persons that you authorise to act andor enquire on your ing accounts. Cursor over the reference point to reveal some text and an arrow. Search for your lost and other super and combine it into your sunsuper account using our instant rollover tool. Enduring rollover request form onecare super february 2020 onepath life limited onepath life abn 33 009 657 176 afsl 238341 onepath custodians pty limited onepath custodians abn 12 008 508 496 afsl 238346 rse l0000673 retirement portfolio service fund abn 61 808 189 263 rse r986 sfn 4571 159 75 347 kent street, sydney nsw 2000. Please photocopy this form if you have more than one rollover. Anz australian staff superannuation scheme rollover form. Office use only member number issued by australiansuper pty ltd abn 94 006 457 987 afsl 233788 trustee of australiansuper abn 65 714 394 898 use this form to request a payment from your account or close it and transfer it to another super fund. Once youve completed and signed this form, please mail to. State super to contact your other fund the from fund to transfer all or part of your superannuation from the. Flp investment and insurance services pty ltd abn 81 129 747 619 corporate authorised representative of charter financial planning limited, australian financial services licensee and australian credit licensee. The transfer generally takes three days and you can monitor the progress of your transfer online. It can be used when consolidating super or when transferring funds from super to pay for your life insurance premiums.
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