Get Ioof Pursuit Select Term Allocated Pension - Login

This guide provides a clear, step-by-step process for filling out the IOOF Pursuit Select Term Allocated Pension application online. It aims to support users, regardless of their previous experience with such forms.

Follow the steps to complete the application smoothly.

1. Click the ‘Get Form’ button to access the IOOF Pursuit Select Term Allocated Pension Application form.
2. Begin by filling in your personal information, including your title, surname, given names, residential address, and contact details. Ensure you use black ink and capital letters.
3. In Step 2, provide your initial rollover details only if applicable. List your previous super funds and their approximate values. Attach the necessary Request to Transfer forms as required.
4. Complete Step 3 by selecting your preferred pension payment details, including the commencement date and frequency of payments. Specify the level of annual pension required and whether to opt for automatic indexation.
5. Step 4 involves specifying the term of your pension. Ensure you select a term based on your age group.
6. For pensions payments, provide your financial institution details in Step 5, including the account name, BSB, and account number.
7. Include your Tax File Number in Step 6, selecting the appropriate option based on your age.
8. In Step 8, provide investment instruction details, ensuring at least a minimum allocation in the Cash Account while specifying APIR codes and percentages for other investments.
9. Determine your income distribution preference in Step 9, choosing to reinvest or retain income distributions in the Cash Account.
10. If needed, complete Step 10 regarding topping up your Cash Account and specify the preferred method for this transaction.
11. In Step 11, optionally opt-in for Direct Share Choice by signing the declaration.
12. If applying for a term deposit, select the appropriate details and ensure to include any required documentation.
13. If applicable, disclose any member advice fees in Step 13 and agree to the associated terms.
14. If you have a financial adviser, complete Step 14 with their details.
15. Complete estate planning options in Step 15 either by nominating a Reversionary Beneficiary or a Death Benefit Nomination.
16. Decide on electronic communications options in Step 16 by providing your email and selecting the preferred consent settings.
17. Finally, in Step 17, sign and date your application, ensuring all details are correct and proof of identity is provided where necessary.

Complete your application for the IOOF Pursuit Select Term Allocated Pension online to start enjoying the benefits.