Get Transfer Request Form - Super Funds And Trusts - Fidante Partners

Filling out the Transfer Request Form for transferring units to Superannuation Funds and Trusts with Fidante Partners can be a straightforward process when done correctly. This guide provides step-by-step instructions to help you navigate each section of the form with ease.

Follow the steps to successfully complete your Transfer Request Form.

1. Press the ‘Get Form’ button to access the Transfer Request Form and open it for editing.
2. Begin by entering the details of the transferor(s)/seller(s) in the designated section. This includes providing their full names and account number as registered.
3. Next, provide the details of the transferee(s)/buyer(s) along with their contact information. Ensure to indicate if the transfer is to an existing account.
4. Fill out the tax information for both the transferor(s) and transferee(s), including Tax File Numbers (TFN) and any relevant exemptions.
5. In the consideration details section, specify the dollar amount or number of units being transferred. Ensure that this represents the correct transfer value.
6. Complete the declaration and signature sections for both transferor(s) and transferee(s). Make sure to include the date and capacity of signing where necessary.
7. Once all sections are complete, review the form for accuracy. After that, print the form as you will need the original signed document.
8. Lodge the completed Transfer Request Form with the NSW Office of State Revenue for assessment of stamp duty before sending it to Fidante Partners. Confirm payment methods and ensure that the form bears the appropriate stamp duties.
9. Once you receive the stamped form back from the NSW Office of State Revenue, mail it along with the relevant application form and identity verification documents to Fidante Partners.
10. Finally, make sure to save a digital copy of the completed form for your records. You can also share or print the form as required.

Complete your Transfer Request Form online today for a seamless transfer process!