Get Westpac Defined Benefits

This guide provides comprehensive instructions on how to fill out the Westpac Defined Benefits form online. It is designed to assist users in navigating the application process smoothly and efficiently.

Follow the steps to complete the Westpac Defined Benefits form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in personal details in Section 1. Include your family name, given name(s), date of birth, home address (not a PO Box), postal address (if different), daytime phone number, and mobile phone number. Ensure you also indicate your citizenship status.
3. In Section 2, indicate whether you have lodged a claim for total and permanent disablement (TPD). If no, proceed to Section 3; if yes, go to Section 4.
4. If you are age 55 or more, proceed to Section 4. If not, you must use the designated form for individuals under age 55.
5. In Section 4, specify your payment instructions. Choose a pension option or another option for receiving your super. Provide amount details as required.
6. Section 5 is for transferring your benefit to the BT Super for Life – Westpac Group Plan. Select your preferred investment option.
7. If taking any of your super in cash, complete Section 6. Make sure to tick the box that applies to your situation.
8. Complete Section 7 with your bank account details for where payments should be directed.
9. If applicable, fill in Section 8 with your spouse's details if you are taking a pension.
10. For transferring to another super fund, complete Section 9, providing details about the fund.
11. Attach the required proof of identity as outlined in Section 10. Include certified copies of identification documents.
12. In Section 11, ensure all checklist items are completed for security reasons.
13. Sign and date the form in Section 12, ensuring that your declaration is accurate.
14. Return the completed form to the specified address, noting that it will not be accepted by fax.

Complete your Westpac Defined Benefits form online today and ensure your financial future.