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Get Colonial L400 Non Super And External Trustees Form
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How to fill out the Colonial L400 Non Super And External Trustees Form online
This guide provides clear, step-by-step instructions on completing the Colonial L400 Non Super And External Trustees Form online. Designed for users with varying levels of legal experience, this resource aims to simplify the process and ensure all necessary information is accurately submitted.
Follow the steps to effectively complete the form online.
- Click the ‘Get Form’ button to obtain the form and open it in the designated editor.
- Begin filling out Section 1 by entering the bond owner details, including given names, surnames, other names (if applicable), residential or business addresses (no PO Box), state, postcode, dates of birth, and contact numbers for both Bond Owner 1 and Bond Owner 2.
- In Section 2, specify the type of withdrawal by selecting either a partial or full withdrawal. Indicate the amount or percentage to be withdrawn from each investment option, ensuring that the amount meets minimum requirements.
- Proceed to Section 3 and select the payment details. Choose to credit the funds to a bank account or request a cheque made payable to the bond owners, providing bank account details as required.
- If applicable, complete Section 4 by confirming the return of the Policy Schedule and Policy Document for full withdrawals.
- In Section 5, prepare and submit a certified copy of ID as proof of identification, making sure the certifier's details are included appropriately.
- In Section 6, complete the bond owner declaration, confirming that all information provided is accurate and complete. Both owners are required to sign and date the form.
- If you have lost your policy document, complete Section 7. This section requires you to declare the circumstances surrounding the loss and agree to indemnify the company.
- Once all sections are completed, review the form for accuracy, make any necessary revisions, and then save your changes. Users can download, print, or share the completed form as needed.
Complete your documents online today for a seamless experience.
To make a contribution to Colonial First State, you can use various methods, including direct deposit or BPAY. It's essential to ensure that your contributions comply with the regulations set for super funds. For a smoother process, consider utilizing the Colonial L400 Non Super And External Trustees Form to facilitate your contributions.
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