Get Benefit Payment Instruction Form - Perpetual

This guide provides comprehensive instructions for users looking to complete the Benefit Payment Instruction Form - Perpetual online. With clear steps for each section of the form, this user-friendly guide aims to support you in navigating the process effectively.

Follow the steps to successfully complete your Benefit Payment Instruction Form

1. Press the ‘Get Form’ button to access the Benefit Payment Instruction Form and open it for editing.
2. Fill in the member details section. Provide your client number, title, first name(s), last name, date of birth, residential address (ensure it is not a PO Box), suburb, country, phone number (after hours), mobile number, and email address. It's important to use BLOCK letters and black ink for clarity.
3. Enter your tax file number (TFN) or your exemption reason. Be aware that not providing a TFN may lead to higher taxation rates, so consider this carefully before proceeding.
4. In the withdrawal details section, specify whether you want to withdraw your total investments or only a part of them, and indicate the amount if applicable.
5. Complete the preservation details section if applicable. Indicate amounts for unrestricted, restricted non-preserved, and preserved amounts, ensuring that you understand what can and cannot be accessed at this stage.
6. For contribution tax, indicate whether you will be claiming a deduction for any contributions made during the current financial year. If claiming a deduction, attach a relevant Notice where indicated.
7. Provide reasons for withdrawal in the designated section. Select the appropriate reason from the options provided, and attach any necessary documentation if prompted.
8. For payment instructions, choose your preferred method of receiving funds. Specify whether you want the funds deposited into a bank account, a cheque mailed to your registered address, or a transfer to another super fund.
9. In the applicant signature and authorisation section, carefully read the statements provided. Sign and date this section to attest that all information is accurate and complete.
10. Lastly, ensure you have included any required identity documentation as instructed. Return the completed form to the specified address to finalize your request.

Complete your Benefit Payment Instruction Form online today for a seamless experience.