Get Application For Benefit - Cbus

Filling out the Application For Benefit - Cbus online can seem daunting, but this guide will walk you through each section carefully. By following these steps, you can ensure that your application is completed accurately and efficiently.

Follow the steps to complete your application with ease.

1. Press the 'Get Form' button to access the form and initiate the online process for filling it out.
2. Provide your personal details, including your Cbus member number, title, date of birth, gender, first name(s), family name, and contact numbers. Ensure all fields marked as compulsory are filled in.
3. Enter your residential address and postal address, if different. Include your email address and indicate whether you allow Cbus to contact you via email.
4. If you have a tax file number (TFN), enter it in this section. This is optional but may help you avoid additional tax on your benefit.
5. Choose the details of the payment you require, indicating whether it is a rollover or cash withdrawal.
6. For rollovers, specify the amount and the new super fund’s details, including the fund's name, postal address, and Unique Superannuation Identifier (USI) if applicable.
7. For cash withdrawals, indicate whether it is a partial or full withdrawal and select how you would like your benefit paid (EFT or cheque).
8. If applicable, complete the investment choice section, where you can specify which investment option to withdraw from if you have made any choices.
9. Proving your identity is essential. Read the Identification requirements brochure and complete the relevant section. Choose between electronic verification or providing copies of identification documents.
10. Complete the declaration section at the end of the form, ensuring to sign and date your application.
11. Review the checklist to ensure all member details are completed, required steps are finalised, and that the declaration is signed and dated before submission.
12. Finally, send the completed and signed form, along with any necessary certified ID documents, to the specified address.

Take the next step in your financial journey by completing your Application For Benefit - Cbus online today.