Get Zurich Enduring Rollover Form

The Zurich Enduring Rollover Form allows users to instruct and authorize Macquarie Investment Management Limited to request rollovers from another superannuation fund into the Insurance-only Division of the Macquarie Superannuation Plan. This guide will walk you through the process of completing this form online in a clear and supportive manner.

Follow the steps to successfully complete the Zurich Enduring Rollover Form online.

1. Press the ‘Get Form’ button to obtain the Zurich Enduring Rollover Form and open it in your preferred editing tool.
2. Enter your member details, including title, full given names, surname, date of birth, sex, email, mobile number, residential address, state, postcode, suburb, and country. Ensure that your residential address is not a PO box.
3. If you are using a mailing address that is different from your residential address, fill in the mailing address details along with the state, postcode, suburb, and country. A PO box is acceptable for this section.
4. In section 2A, provide the rollover details. This includes the name of the transferring fund, its Australian Business Number (ABN), Unique Superannuation Identifier (USI), account, membership or policy number, account name, fund address, state, postcode, suburb, country, and fund phone number.
5. Move to section 2B and detail the receiving fund, specifically the Macquarie Superannuation Plan. If you are rolling over for multiple policies, ensure you complete the corresponding policy sections.
6. In the declaration and signature section, authorize the transferring fund to carry out the requested rollover. Make sure to acknowledge all responsibilities and conditions outlined in the declaration.
7. Sign and date the document, and print your full name clearly beneath your signature to complete the form.
8. After filling out the form, you can save your changes, download it for your records, print a copy, or share it via email or fax as required.

Complete your Zurich Enduring Rollover Form online to manage your superannuation transfers efficiently.