Get Superannuation Withdrawal Form (early Release) -... - Mlc Com

This guide provides clear instructions on how to complete the Superannuation Withdrawal Form for an early release of benefits, specifically tailored to support users with varying levels of experience. By following these steps, you will be able to navigate the form with ease and ensure that your application is submitted correctly.

Follow the steps to successfully complete your Superannuation Withdrawal Form online.

1. Press the ‘Get Form’ button to access the Superannuation Withdrawal Form and open it in your preferred online editor.
2. Begin by entering your policy details, including the policy number. This information is crucial for identification and processing your withdrawal request.
3. Fill in your member details, including your title, first name, middle name, last name, date of birth, Centrelink Reference Number, and current postal address. Ensure that the postal address is not that of your financial adviser.
4. Provide your Tax File Number (TFN). If you have not previously submitted your TFN, please be aware that your benefits could be taxed at a higher rate.
5. Indicate whether you intend to claim a tax deduction for personal contributions. Complete the table for contributions made in both the current and previous financial years.
6. State the reason for your withdrawal, choosing either compassionate grounds or severe financial hardship. Follow the specific instructions based on your choice.
7. If claiming financial hardship, estimate your current net weekly income and expenses to provide context for your withdrawal request. Clearly state the amount required to alleviate your financial hardship.
8. Select your preferred payment method: by cheque or electronic transfer. If choosing electronic transfer, provide your account details.
9. Review the agreement and declaration section. Ensure that you understand the implications of your application and sign appropriately. If applicable, include Power of Attorney documentation.
10. Ensure all required sections have been completed, supporting evidence is attached, and identification documents are included in certified copies.
11. Submit your completed form and documentation to MLC at the specified PO Box address. Verify that you have not sent the documents via email or fax, as these methods are not accepted.

Complete your Superannuation Withdrawal Form online today to access your benefits as needed.