Get Onepath Enduring Rollover Form

Filling out the Onepath Enduring Rollover Form online is a straightforward process that helps facilitate the transfer of your superannuation funds. This guide will provide you with step-by-step instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to complete the Onepath Enduring Rollover Form online

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by entering your personal details in the 'Applicant details' section. Fill in your title, surname, given names, date of birth, residential address (note that a PO Box is not acceptable), tax file number, and contact phone.
3. Proceed to the 'Request for partial rollover of funds' section. Provide the required information for the transferring fund, including the financial institution name, fund name, unique superannuation identifier (USI), and member/policy number. Additionally, fill out the address details for the paying institution.
4. Continue to the details of the receiving institution. Here, you will need to fill in similar information for OnePath Life Limited, including its fund name, policy number, USI, address, and contact phone number.
5. In the 'Approval to transfer' section, read through the statements carefully. You'll be required to declare that the information you provided is true and authorize the transfer of funds. You also need to acknowledge any additional requirements that may be needed by your superannuation fund.
6. Sign and date the form at the designated area to complete your application.
7. Finally, review all entered information to ensure accuracy. You can save changes, download, print, or share the completed form as needed.

Take the first step towards managing your superannuation by completing the Onepath Enduring Rollover Form online today.