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A cash withdrawal from a Superannuation Fund; making an application as a direct investor (without an adviser); being appointed a Power of Attorney or Guardian for a direct investor; receiving a death benefit in respect of a deceased investor; or receiving a death benefit as a legal personal representative for the Estate of a deceased investor. If you have provided an Identification Form to Asgard since 12 December 2007 then you do not need to complete this form again. A c.

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How to fill out the Asgard Identification Form online

The Asgard Identification Form is a crucial document required for various financial applications and transactions. This guide provides step-by-step instructions to assist users in completing the form accurately and efficiently online.

Follow the steps to complete your Asgard Identification Form online.

  1. Press the ‘Get Form’ button to obtain the form, which will open in your preferred editor for online filling.
  2. Begin by filling out the Account Details section (Part 1). For individuals, include your investor number (if known), date of birth, first name, last name, and your residential address (note that P.O. Boxes are not acceptable). If applying as a sole trader, also provide your business name and ABN.
  3. For partnerships, complete the section for the full name of the partnership, registered business name (if any), country of establishment, and membership details if the partnership is regulated by a professional association.
  4. If you are filling out the form for a trust, provide the full name of the trust, any full business name, and the country where it is established. Ensure that you also include additional regulatory details, if applicable.
  5. Proceed to the Identification Details section (Part 2). Select and attach one form of primary identification. If you cannot provide a primary ID, include two forms of secondary ID from the predefined categories.
  6. Make sure to complete the Certification of Identification Documents section (Part 3). All copies of identification documents must be certified as true copies by an authorized individual.
  7. For partnerships and trusts, if additional partners or trustees are involved, include their names and residential addresses in the Additional Partnership or Trust Details sections.
  8. Finally, review all filled sections for completeness and accuracy. Once satisfied, save your changes, download the form, and print it for submission.

Complete your Asgard Identification Form online today for a seamless application process.

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