Get Btf8220d

The Btf8220d form is used for withdrawing funds from your BT Business Super account. This guide provides a step-by-step approach to help users navigate and complete the form accurately online.

Follow the steps to complete your Btf8220d form online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin filling in the employer details section if known. Provide the BT employer number and indicate whether you are an Australian citizen, permanent resident, or New Zealand citizen. Answer accordingly to the temporary visa question.
3. Input your Tax File Number (TFN) in the designated field. If you are making a cash withdrawal and have not submitted your TFN previously, be aware that additional tax may apply without it.
4. Provide your member details, including your BT member number, title, name, residential address, contact numbers, date of birth, and gender. Ensure all required fields are filled in properly.
5. Decide the amount you wish to withdraw. Indicate whether you are withdrawing part of your investment or your total investment. Follow through to appropriate sections based on your choice.
6. If withdrawing partially, specify the amounts from each investment option. Ensure at least $2,000 remains in your account after withdrawal.
7. In the reason for leaving section, choose from the provided options and input the mandatory date of leaving your employer.
8. If applicable, indicate if you wish to switch to the Westpac Money Market investment option during processing.
9. Complete the payment instructions for cash withdrawals section, providing all relevant bank account information for the payout.
10. Review all entries for accuracy and completeness before signing and dating the form at the signature section.
11. Submit the completed form in the specified manner, ensuring all required documentation is attached.

Complete your Btf8220d form online to manage your superannuation withdrawals efficiently.