Get Defence Bank Super Assured Rsa

Filling out the Defence Bank Super Assured Retirement Savings Account (RSA) contribution form is a straightforward process. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to complete your contribution form online

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the 'Your details' section, input your personal information, including your title, first name, middle name(s), last name, date of birth, residential address, state, postcode, and daytime telephone number. Make sure all details are accurate.
3. If you are making a personal or spouse contribution, indicate the amount you wish to contribute in the designated fields. For spouse contributions, ensure that your spouse fills out the spouse contribution declaration.
4. In the 'Employer contributions' section, indicate the type of contribution. You can select from personal contributions, employer contributions, or rollover benefits and provide the respective amounts.
5. Choose your investment allocation options by selecting the deposit amount and term of investment. Ensure that you adhere to the minimum investment requirements.
6. In the 'Declaration and acknowledgement' section, tick the appropriate box based on your age or circumstances that pertain to making contributions. Make sure you understand the related terms.
7. Once all sections are completed, review the form to ensure accuracy. Sign in the 'RSA holder Signature' section and enter the date.
8. Save changes if necessary, and finally, download, print, or share the completed form as needed.

Complete your Defence Bank Super Assured RSA form online today!