Get Aet Small Apra Fund Withdrawal Form - Australian Executor Trustees

Completing the AET Small APRA Fund Withdrawal Form online can seem daunting, but this guide will provide you with clear, step-by-step instructions. By following these steps, you can ensure a smooth process for your withdrawal request.

Follow the steps to complete your withdrawal form online.

1. Click ‘Get Form’ button to obtain the form and open it for completion.
2. Fill in the title, surname, given name(s), fund name, and fund number. This information is essential for identifying your account.
3. In section 1, indicate your residency status by checking either 'Yes' or 'No' and provide your country of residence if applicable.
4. In section 2, select the type of withdrawal you wish to make by checking the appropriate box for your circumstance.
5. In section 3, state the total payment amount you are requesting and indicate whether this is before tax or after tax.
6. In section 4, provide your financial institution's details, including branch name, BSB, account number, and account name.
7. If applicable, complete section 5 with rollover details, including the new fund name, membership number, ABN, USI, member client identifier, and new fund address.
8. In section 6, indicate if you require a Centrelink schedule to be issued following your withdrawal.
9. In section 7, check the box if you wish to claim a tax deduction for contributions made to your accumulation account.
10. Fill in section 8 with your financial adviser's details, including their dealer group, name, and telephone number.
11. In section 9, read the member declaration and signature instructions carefully, then sign and date the form.
12. Save your changes, and then proceed to download, print, or share the completed form as needed.

Complete your AET Small APRA Fund Withdrawal Form online today for a streamlined withdrawal process.