Get (aerf) Benefit Claim Form - Perpetual

This guide provides comprehensive instructions on how to successfully complete the (AERF) Benefit Claim Form - Perpetual online. By following these steps, you can ensure that your form is filled accurately and submitted efficiently.

Follow the steps to fill out the form effectively.

1. Click ‘Get Form’ button to access the (AERF) Benefit Claim Form - Perpetual and open it for editing.
2. In Section 1, complete your member details, including your membership number, name, date of birth, and contact information. Make sure to provide any additional membership number you may have.
3. Indicate any changes of your name, if applicable, and provide the necessary verification documents as outlined.
4. In Section 2, choose your preferred benefit option by ticking the corresponding box for either a rollover, withdrawal, or partial withdrawal.
5. Complete Section 3 if you have ever been a temporary resident, answering the residency questions (a) or (b) as appropriate.
6. In Section 4, specify the condition of release for accessing your benefit by ticking the appropriate box.
7. If rolling over to another superannuation fund, fill in Section 5 with details of the new fund, including its name and contact information.
8. In Section 6, choose how you wish to receive the payment, either by cheque or direct deposit, and provide the necessary bank account details if applicable.
9. If applicable, provide details for a partial withdrawal in Section 7, specifying the amount you wish to withdraw and how you want the remainder managed.
10. Complete Section 8 by ensuring you attach the required identification documents, and understand the certification process for these documents.
11. In Section 9, decide if you would like to provide your Tax File Number (TFN) and understand the implications of not providing it.
12. Finally, in Section 10, read and agree to the declaration and authorisation statements. Sign the form and include the date.
13. Once completed, you can save your changes, download the form, print it for submission, or share it as needed.

Submit your (AERF) Benefit Claim Form - Perpetual online to ensure a smooth processing experience.