If you are currently employed by a UniSuper employer you will need to complete a Portability transfer form in order to make a rollover. If you are currently employed by a UniSuper employer please complete a Portability transfer form in order to make a rollover available from the UniSuper website or by calling the Helpline on 1800 331 685.
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How to fill out the Unisuper Portability and Rollover Form online
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:
- Click ‘Get Form’ button to access the Unisuper Portability and Rollover Form and open it in your preferred PDF editor.
- 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.
- 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.
- 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.
- 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.
- In Part D, ensure you provide your declaration, affirming that the information you have provided is accurate. Sign and date the form.
- Attach certified proof of identity documents as required. Ensure all necessary documents are included to prevent any delays.
- 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!
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How do I access my UniSuper?
Get the UniSuper app Manage your account from wherever you are. If you're registered for online access, then you're ready to use the app. Visit the App store or Google Play to download the app, and manage your account from wherever you are.
How do I withdraw money from UniSuper?
Generally, you can withdraw a lump sum from your Flexi Pension account at any time. Simply log in to your account. Your withdrawal will be paid into your nominated bank account within 5 business days.
How do I switch to UniSuper?
Switching online is the quickest option. We consider your switch 'received' as soon as it's submitted. Another option is to complete the paper form and submit it by post, email or via a financial adviser.
How do I roll over to UniSuper?
You will need to do this first before you combine your super. Make sure you've given us your tax file number (TFN), so we can find your super. Log in to your online account to register your TFN. If you'd prefer to fill out a form to combine your super, complete the Combine my super (rollover) form (PDF, 544 KB).
Can anyone be with UniSuper?
Boost your super savings with extra contributions at any time while enjoying low administration fees and all the benefits of being with UniSuper. To join us, you need to be living in Australia and over age 15.
How do I rollover my super fund?
How to apply submitting the form using our Online services – the form will be electronically sent to providers. lodging a paper form. Rollover initiation request to transfer whole balance of superannuation benefits between funds.
How do I transfer my super to another fund?
You can do this easily online through the ATO: go to my.gov.au. log in or create an account. link your myGov account to the ATO. select 'Super' and then 'Manage' select 'Transfer super' (this option will only appear if you have more than one super account)
Can I transfer my super to my bank account?
A bank account is a familiar option. If you transfer your super to a bank account, your balance only changes if you spend money or earn interest. Knowing your balance will remain steady can offer a sense of financial control.
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