Get Form: Bt Business Super Partial Withdrawal Request

Filling out the Form: BT Business Super Partial Withdrawal Request online is a straightforward process that allows users to request a partial withdrawal from their superannuation. This guide provides clear instructions to ensure your form is completed accurately and efficiently.

Follow the steps to successfully submit your request online.

1. Click the ‘Get Form’ button to access the BT Business Super Partial Withdrawal Request form in your editor.
2. Begin filling out the form by providing your employer details if known. Enter the BT employer number and the employer's name. If you are a spouse member, include your spouse’s employer details.
3. In the member details section, provide your personal information, including your BT member number, tax file number, and your name in clear capital letters. Ensure you indicate your correct title.
4. For the tax file number (TFN), if you haven't submitted it before, understand that you may face additional tax implications. Acknowledge the TFN information provided in the form.
5. Fill out your mailing address, including your state, postcode, and country. Provide your daytime phone number and mobile number, followed by your date of birth.
6. Indicate the withdrawal details by checking the box that applies to your situation and specify the amount you wish to withdraw before tax.
7. Complete the preservation details section if applicable, indicating amounts for unrestricted non-preserved, restricted non-preserved, and preserved amounts.
8. Choose your options by selecting either to rollover to another super fund or to cash out your super benefit. Fill in the required information accurately.
9. Review the insurance implications based on your options selected in the previous step. Ensure you understand how your insurance may change.
10. Sign the form with your signature and date. This confirms that all provided information is correct and that you agree to the terms outlined.
11. Finally, save your changes and choose the option to download, print, or share the completed form as needed before submitting it via mail.

Complete your BT Business Super Partial Withdrawal Request online to manage your superannuation effectively.