Get Superannuation Lump Sum Pre Payment Statement

This guide provides clear instructions on how to complete the Superannuation Lump Sum Pre Payment Statement online. Whether you are a super provider or a member, this document will help you navigate each section effectively.

Follow the steps to complete the statement accurately.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online document editor.
2. In ‘Part 1’, as a superannuation provider, complete your details in Section A, which includes your provider name, postal address, and Australian business number (ABN). Ensure all fields are accurate.
3. In Section B, fill in the member's details such as their full name and current postal address.
4. For Section C, input the superannuation lump sum payment details. Include the date the payment calculation is valid until and the amounts for each component of the lump sum: taxable and tax-free components, as well as preservation amounts.
5. In Section D, sign and date the statement, indicating when it has been issued to the member and the required return date for the completed statement.
6. Once the member receives the form, they must complete ‘Part 2’ by determining the cash amount they wish to receive in Section E.
7. In Section F, the member should specify the rollover payment details, including the superannuation fund or provider’s name, address, ABN, and the amount to be rolled over.
8. Finally, in Section G, the member must write their full name, signature, and date, confirming their instructions before returning the completed statement to the super provider.
9. After the form is filled out, save your changes, and download, print, or share the document as needed.

Complete your Superannuation Lump Sum Pre Payment Statement online today to ensure your instructions are processed smoothly.