Get Au M40 2019

The AU M40 is an essential application form designed for individuals applying for invalidity benefits within the Military Superannuation and Benefits Scheme. This guide provides clear, step-by-step instructions to assist users in completing this form accurately and efficiently.

Follow the steps to fill out the AU M40 form successfully.

1. Click the ‘Get Form’ button to access the AU M40 document online. This will allow you to open the form in your browser and begin the completion process.
2. Carefully read each section of the form, as understanding the requirements is crucial. Provide your personal details in Section A, including your service information, contact details, and date of birth.
3. In Section B, input your exit details, including the discharge center and the date of your medical discharge.
4. If applicable, fill out Section C regarding any Superannuation Contributions Surcharge debt and choose how you would like it deducted.
5. Complete Section D with your preferred pension payment details if you will be receiving a pension benefit.
6. In Section E, detail your Member Benefit options, specifying whether you wish to preserve your benefits or roll them over.
7. Proceed to Section F to choose how to handle your Ancillary Benefit options, indicating if you want to claim, cash out, or roll over any of them.
8. Provide your Tax File Number in Section L to avoid any tax complications and follow the instructions on how to validate it with the Australian Taxation Office.
9. In Section M, check the document checklist and ensure all necessary supporting documents are attached before submission.
10. Finally, sign and date the declaration in Section N and post your completed original application, along with any attachments, to the address provided in the instructions.

Start completing your AU M40 application form online today to ensure you secure the invalidity benefits you deserve.