Get Lump Sum Withdrawal Or Rollover Form Cbus Super Income Stream - Cbus-upgrade Clients Squiz

This guide provides a comprehensive overview of how to fill out the Lump Sum Withdrawal Or Rollover Form for Cbus Super Income Stream. By following these instructions, users can navigate each section of the form with confidence and clarity.

Follow the steps to successfully complete your form.

1. Press the ‘Get Form’ button to access the Lump Sum Withdrawal Or Rollover Form Cbus Super Income Stream.
2. Fill in your personal details, including your Cbus Super Income Stream member number, title, date of birth, gender, and contact information. Make sure to provide accurate information in capital letters.
3. Select the type of withdrawal you want to request and indicate the amount. You can choose to withdraw a partial amount or your full benefit. If rolling over to another super fund, specify the amount you wish to roll over.
4. If you are making a partial withdrawal or rollover, indicate which investment options you prefer the funds to be withdrawn from. Ensure that your total selections add up to 100%.
5. If rolling over to another super fund, provide the full name and postal address of the new fund, as well as the fund ABN and member number if applicable.
6. Determine if you need to prove your identity. If yes, choose between providing electronic identification or certified copies of identity documents.
7. In the member declaration section, confirm that all details are accurate and sign the form, including the date.
8. Submit the completed form and any required identification documents to Cbus at Locked Bag 200, Carlton South, VIC 3053.

Complete your Lump Sum Withdrawal Or Rollover Form Cbus Super Income Stream online today.