Get Roll Over Or Withdraw Funds From Your Superwrap Personal Super

Filling out the Roll Over Or Withdraw Funds From Your SuperWrap Personal Super form online can seem overwhelming, but with clear instructions, you can navigate through the process efficiently. This guide will help you understand each section and field, ensuring that you correctly complete your withdrawal request.

Follow the steps to complete your withdrawal request seamlessly.

1. Press the ‘Get Form’ button to access the document and open it in your preferred format.
2. Fill in your adviser details. Provide your adviser's name and adviser number. This information helps the processing team link your form to your adviser.
3. Next, complete the investor details section by entering your investor number, given name(s), and surname. This identifies you as the account holder.
4. In the residency status section, indicate whether you are an Australian citizen, New Zealand citizen, or permanent resident. If you are a temporary resident, provide information about your visa subclass.
5. For cash withdrawals, specify whether you are treating your payment as a lump sum or an income payment. Enter your Tax File Number (TFN) if you wish to quote it; you also have the option not to quote a TFN.
6. Input the withdrawal details, including the amount you wish to withdraw, and indicate if this is a partial or full cash withdrawal. If applicable, choose your payment instructions — whether rolling over to another account or receiving a cash withdrawal.
7. If rolling over funds, provide the name and details of the financial institution, including the BSB number and account number for the destination of the rollover.
8. Complete any necessary declarations about the reason for withdrawal as it may affect tax implications. Ensure to review this section based on your circumstances.
9. Fill out the proof of identification if required, especially if you are rolling over to a self-managed super fund. Attach certified copies of your identification.
10. Review all information provided in the checklist section to ensure you have completed every necessary part accurately. This will help prevent delays.
11. Finally, sign and date the form to authorize the withdrawal request, ensuring you print the completed form for processing.

Take control of your superannuation by completing and submitting your withdrawal request form online today.