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  • Australian Eligible Rollover Fund Withdrawal Form

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Australian Eligible Rollover Fund (AERF) Benefit Claim Form ABN 81 932 639 940 RSE R1067750 SPIN CML0825AU Trustee: Perpetual Superannuation Limited ABN 84 008 416 831 AFSL 225246 RSE L0003315 Section.

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You should contact your super fund. They can send you the appropriate forms, and you will also need to provide proof that you have reached 65. You can access your super as a lump sum, an income stream (also known as a superannuation pension) or a combination of both.

How do I consolidate my super? Find your member number for each of the super accounts you want to roll over. ... Visit the website of the super fund you want to keep and log in. Select rollover (or consolidate) on your fund's website and enter the details of the funds to roll in.

To request a payment from your super or to transfer your account to another fund: Go to australiansuper.com and log into your online account • Choose 'Make a withdrawal from my super account'. Making your payment request online is easy and means that you can confirm your identity online.

An AERF is a short-term repository to hold superannuation monies with the purpose to reunite these monies with Australian superannuation members. As part of the licensing requirements the trustee undertook the view that the investment objective of the fund should be consistent with this short-term investment timeframe.

the rollover is made as soon as practicable but in any event not later than three business days after receiving the proceeds of the redemption.

A bank account is a familiar option. If you transfer your super to a bank account, your balance only changes if you spend money or earn interest. Knowing your balance will remain steady can offer a sense of financial control.

You can transfer any of your super accounts to a super fund of your choice. A separate electronic request is sent to each transferring super fund. They generally take 3 days to send your request electronically to your nominated super fund.

If you would like further information regarding your benefit, please contact us on 1800 677 424 or +61 2 8756 5573 (outside Australia) between 8.30am and 5.00pm Sydney time.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232