Get Pension Withdrawal Form

Completing the pension withdrawal form online can be a straightforward process with the right guidance. This guide offers step-by-step instructions to assist you in filling out the form accurately and efficiently, ensuring that your withdrawal request is processed without delay.

Follow the steps to complete the pension withdrawal form online:

1. Click ‘Get Form’ button to obtain the pension withdrawal form and open it in the online editor for review and completion.
2. Provide your personal details, including your Suncorp WealthSmart account number, title, last name, given names, date of birth, daytime phone number, mobile number, and residential address. Ensure to use a blue or black pen and block letters.
3. If applicable, complete the reason for withdrawal section. Only members with the transition to retirement feature need to fill this out. Mark the appropriate box for your withdrawal reason.
4. Select whether you want to make a partial or full withdrawal. If you choose a partial withdrawal, you will keep your account open; if full, you will close your account.
5. If you are transferring your withdrawal to another superannuation fund, complete the transfer payment details. Provide the name, unique superannuation identifier (USI), and ABN of the new fund as well as your member number.
6. If you wish to make a cash withdrawal, fill in your bank account details. The account must be in your name or a joint account. Specify the cash amount based on whether it is before tax or after tax.
7. If making a partial withdrawal, indicate the investment options from which you want your withdrawal paid. Provide details for relevant term deposits or diversified investment options as needed.
8. For full withdrawals, complete the feedback section about why you are withdrawing. This is optional but can help the provider improve services.
9. In the member declaration and signature section, print your full name, sign the form, and date it. Make sure you have completed all necessary fields.
10. After completing all sections of the form, save your changes, download, print, or share the form as required. Ensure you send the completed form to the specified address or fax number.

Start completing your pension withdrawal form online to ensure a seamless process.