Get Ausfund Claim Form

Completing the Ausfund Claim Form online is a straightforward process that enables you to claim your retirement benefit under $1,000. This guide provides step-by-step instructions to help you fill out the form accurately and efficiently.

Follow the steps to complete the Ausfund Claim Form online:

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your personal details in section one. Fill in your member number, title (Mr, Mrs, Ms, Miss), family name, given names, date of birth, postal street address, suburb/town, state, postcode, and residential address if it differs. Include your contact phone number, email address, and any other or previous names.
3. In the tax file number section, you can voluntarily provide your TFN, which may lower the tax you might owe. Ensure you understand the terms regarding the use of your TFN as detailed on the Ausfund website.
4. For payment instructions, enter your banking details. Specify the name of your bank, building society, or credit union, along with the BSB number, account number, name on your account, and branch name.
5. Select the appropriate condition under which you are claiming your retirement benefit. Mark an (x) next to the applicable condition pertaining to your age and employment status.
6. Attach identification as required. You can choose to provide either a photocopy of your current Driver Licence or Passport, or two specified documents for identity verification, ensuring that your current address matches your AUSfund account.
7. In the final step, sign the declaration confirming that you have read the form and that the information provided is accurate and true. Include the date of your signature.
8. Return the signed and completed application along with the required identification to the provided postal address.

Start the process of completing your Ausfund Claim Form online today.