Get Your Benefit Payment Direction Form

This guide provides clear and supportive instructions for completing the Your Benefit Payment Direction Form online. Follow these steps to ensure your benefit payment request is processed smoothly and accurately.

Follow the steps to complete your form effectively.

1. Press the ‘Get Form’ button to obtain the form and open it in your preferred editor for online completion.
2. Begin by entering your personal details in Section 1. Provide your title, surname, first name(s), address, postcode, work telephone, home telephone, mobile telephone, date of birth, member/investor number, email address, and your last employer's name. Indicate if you have ceased employment with this employer and the date you left.
3. In Section 2, 'Your payment instructions,' select one of the benefit payment options: a partial or total transfer to the Russell Private Active Pension, a rollover to an external superannuation fund, a withdrawal in cash, or another option. Complete the relevant fields based on your selection.
4. If you are rolling over funds, provide details for the rollover fund, including name, address, ABN, and your member number or SPIN. Ensure you attach any necessary documentation.
5. For cash withdrawal requests, indicate the amount you wish to withdraw and provide your direct deposit bank details if you prefer this method. Make sure to include evidence that the bank account belongs to you.
6. Complete Section 3 by providing your tax file number (TFN) if you have not already submitted it to the fund. Your TFN will help with tax implications and tracking your superannuation benefits.
7. In Section 4, read and acknowledge your declaration by signing and dating the form. Confirm that all information provided is true and that you understand the implications of your requests.
8. Review the entire form for accuracy. Ensure that all sections are filled, and necessary documents, such as certified identification, are attached.
9. Once completed, save your changes, and choose to download, print, or share the form as needed. Submit the form and any accompanying documentation to Russell SuperSolution at the provided address.

Now that you have the guide, complete your documents online for a seamless experience.