Get Unisuper Portability And Rollover Form

Filling out the Unisuper Portability and Rollover Form online can be a straightforward process if you follow the right steps. This guide will help you navigate through each section of the form, ensuring that you provide all necessary information accurately and efficiently.

Follow the steps to complete the form online:

1. Click ‘Get Form’ button to access the Unisuper Portability and Rollover Form and open it in your preferred PDF editor.
2. Begin with Part A, where you provide your personal details such as your full name, date of birth, residential address, and contact number. Make sure to use black or blue ballpoint pen and print in capital letters.
3. In Part B, indicate whether you are making a full or partial lump sum withdrawal. If partial, specify the amount you wish to withdraw and choose your payment option as either electronic funds transfer or cheque.
4. Complete Section 6 in Part B to select the reason for your withdrawal request. Options include circumstances like retiring, age qualifications, or termination of employment.
5. In Part C, determine if you wish to roll over your benefit to another complying super fund. Specify if this is a full or partial rollover and fill in the required fund details.
6. In Part D, ensure you provide your declaration, affirming that the information you have provided is accurate. Sign and date the form.
7. Attach certified proof of identity documents as required. Ensure all necessary documents are included to prevent any delays.
8. Finally, save your changes, download the completed form, and then print it. Post the signed form along with any attached documents to UniSuper at the provided address.

Complete your Unisuper documentation online today!