Get Suncorp Wealthsmart Term Deposit, Please Complete The Standard Suncorp Wealthsmart Additional

Filling out the Suncorp WealthSmart Term Deposit form is an important step in managing your investments effectively. This guide provides clear instructions to help you complete the form online with ease and confidence.

Follow the steps to fill out your form accurately

1. Click ‘Get Form’ button to obtain the form and access it in the designated editor.
2. Begin by entering your personal details. Provide your Suncorp WealthSmart account number, title, last name, given names, date of birth, daytime phone number, mobile, and email address.
3. For tax file number (TFN) notification, supply your TFN. Remember, while it's voluntary to provide your TFN, it helps in processing your contributions efficiently.
4. Indicate the type of additional contributions you wish to make. You can select from personal contributions, employer contributions, salary sacrifice, or spouse contributions, and specify the amount for each.
5. Decide how you would like to invest your additional contributions. If you are investing in line with your future investment strategy, do not fill out this form. Otherwise, indicate your preferred investment options in the subsequent section.
6. Choose your investment selection. You can select up to 20 investment options. Fill in the amount for each Suncorp WealthSmart Term Deposit, indicating either a percentage or a dollar amount.
7. If you use auto-rebalancing, note that this facility will be cancelled once you invest in Suncorp WealthSmart Term Deposits.
8. Review the declaration and sign the form, ensuring you understand and agree to the terms regarding the PDS, auto-rebalancing, and privacy policy.
9. Finalize your form by saving any changes made. You can then download, print, or share the form.

Complete your Suncorp WealthSmart Term Deposit application online today!