Get D40 04/14 Application For Invalidity Benefit And Superannuation Productivity (including

Completing the D40 04/14 Application for Invalidity Benefit and Superannuation Productivity is a critical step for members of the Defence Force seeking benefits upon medical discharge. This guide provides a user-friendly roadmap to assist you in accurately filling out each section of the form, whether you choose to do so online or via hard copy.

Follow the steps to effectively complete your application.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editing application.
2. Fill out Part A: About yourself. Provide your service number, date of birth, contact details, and marital status. Ensure accuracy in your personal information.
3. Move on to Part B: Exit details. Specify your discharge center, date of medical discharge, and other relevant exit information.
4. Complete Part C: Superannuation contributions surcharge. Indicate if you have a surcharge debt and select your preferred option for managing this debt.
5. In Part D: Invalidity pay, provide the account details for the payment of your invalidity pension, ensuring the institution details are accurate.
6. Proceed to Part E: Superannuation productivity. Choose whether to roll over your superannuation productivity or take it as a cash lump sum. Provide necessary fund details.
7. If applicable, fill out Part F: Commutation. Indicate your desire to commute any part of your retirement pay to a lump sum, along with any specific financial instructions.
8. Complete Part G: MilitarySuper ancillary benefit, specifying whether you wish to cash out or rollover your ancillary benefits based on your age and employment status.
9. In Parts H through K, provide details about your pre-service and in-service education, training, and employment history.
10. Fill out Part L: Identification requirements. Offer identification documentation that meets the point-based system to verify your identity.
11. Provide your tax file number in Part M, detailing whether or not you consent to it being shared with rollover funds.
12. Attach any necessary documents as indicated in Part N and ensure your application is complete before signing the declaration in Part O.
13. Finally, send your completed form along with attachments to the address provided in Part Q, ensuring all components are accurately attached.

Complete your application online today to ensure a smooth processing experience for your invalidity benefits.