Get By Completing This Form, You Will Initiate A Rollover Request To Transfer The Whole Balance Of Your

This guide provides a detailed walkthrough for completing the Rollover initiation request form, which allows you to transfer the entire balance of your superannuation benefits between funds. By following these steps, you can ensure that your rollover request is accurate and complete.

Follow the steps to complete your rollover request form.

1. Click the ‘Get Form’ button to obtain the Rollover initiation request form and open it for your edits.
2. Fill in your personal details, including your title, family name, given names, date of birth, and residential address. Ensure to use block letters for clarity.
3. Provide your tax file number (TFN). While it is not mandatory, including it can prevent your super from being taxed at a higher rate.
4. Indicate the details of the transferring fund (FROM) and the receiving fund (TO). This includes the fund name, account number, and contact information for both funds.
5. Review the authorisation section. You will need to declare that you have read the form, that the information provided is correct, and give consent for your TFN to be disclosed.
6. Sign and date the form in the authorisation section. Remember to print your name clearly.
7. Finally, send the completed and signed form to either your transferring fund or the receiving fund, according to your situation.

Complete your rollover request form online to ensure a smooth and efficient transfer of your superannuation benefits.