Get Benefit Payment Direction Form - Russell Investments

Filling out your Benefit Payment Direction Form with Russell Investments is an important step in managing your superannuation benefits. This guide will walk you through the necessary steps to complete this form accurately and effectively online.

Follow the steps to ensure a smooth process for your benefit payment direction.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your personal details in Section 1. Include your title, surname, first name(s), address, postcode, phone numbers, date of birth, member/investor number, email, and the name of your last employer. Indicate whether you have ceased employment with your last employer along with the date if applicable.
3. In Section 2, if you have not provided your Tax File Number (TFN) to the Fund, enter your nine-digit TFN. Understanding the importance of your TFN is critical, as it helps your fund manage contributions effectively.
4. Navigate to Section 3, your payment instructions. Select the appropriate payment option from the available choices: transfer to Russell Private Active Pension, roll over to an external fund, or request a cash withdrawal. Provide specific details as required for each option.
5. If you choose a rollover option, complete Sections A, B, and C, providing necessary information about your employer and rollover fund. Ensure you list the rollover fund name, address, and contact details as requested.
6. In Section 4, complete your declarations. Indicate your retirement status if applicable, provide your signature, and date the form. This confirms the information provided is accurate and acknowledges your understanding of the process.
7. Review your completed form carefully to ensure all fields are accurately filled. Attach any required documentation, especially if applying for cash or a rollover to a SMSF. Make sure to include certified identification as outlined in the instructions.
8. Once all sections are completed, save your changes. Download or print the form for your records before submitting it to Russell SuperSolution at the specified address.

Complete your Benefit Payment Direction Form online today to effectively manage your superannuation benefits.