Get Au Paywise Declaration And Waiver For Employee Financial Advice 2019

Filling out the AU Paywise Declaration and Waiver for Employee Financial Advice is essential for managing your salary packaging choices effectively. This guide will provide clear, step-by-step instructions to assist you in completing the form online with confidence.

Follow the steps to complete the declaration and waiver form easily.

1. Click ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin by entering your name at the top of the form where it asks for ‘Your Name’. This identifies you as the individual making the declaration.
3. Next, provide your employer's name in the section labeled ‘Name of Employer’. This specifies the organization for which the declaration applies.
4. Choose between the declaration to waive financial advice or the declaration for obtaining financial advice. If you elect to waive financial advice, make sure to indicate your intent clearly by checking the appropriate box.
5. If you decide to confirm that you have sought financial advice, proceed to fill in your financial planner's details, including Company Name, First Name, Surname, Work Phone, Mobile, Address, Fax, and Email, ensuring accurate information is captured.
6. Sign the document in the designated area labeled 'Signature'. Your signature confirms your selected declaration or waiver.
7. Print your name below the signature line in the section labeled ‘Name in Print’ to provide clarity on the signatory.
8. Indicate the date of completion in the 'Date' section, confirming when you filled out the document.
9. Review all the entered information for accuracy before finalizing your form. Once you are satisfied, you can save changes, download, print, or share the form as needed.

Complete your AU Paywise Declaration and Waiver for Employee Financial Advice online today to streamline your financial planning process.