Get Pension Commencement Request Application Form

Completing the Pension Commencement Request Application Form online can streamline the process of initiating your pension. This guide provides clear instructions to help you navigate each section of the form with ease.

Follow the steps to successfully complete your application.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. In Section 1, provide details about the fund. Fill in the fund name, trustee name, and registered address accurately.
3. In Section 2, complete the contact details section. Include the fund contact, postal address, town or suburb, and provide phone number, state, postcode, and email.
4. Section 3 requires trustee or trustee director details. Indicate all relevant persons involved with surnames, given names, middle names, gender, date of birth, occupation, residential and postal addresses, telephone numbers, and email addresses.
5. In Section 4, specify pension details. Include the member's name, date of birth, the pension purchase price, tax-free and taxable components, total amount, and the commencement date. Choose the level of pension and indicate whether the General Tax Exemption will be claimed.
6. Section 5 addresses reversionary details. Select the applicable situation regarding benefits after death and provide details of the dependant if necessary.
7. In Section 6, indicate the condition of release that applies. Choose from unrestricted non-preserved benefits, attainment of age 65, or retirement after age 55 or 60.
8. Complete Section 7 by providing payment details. Indicate the full name for the invoice and preferred payment method.
9. In Section 8, submit your form. You may send a signed and scanned copy via email or a printed and signed copy by post.
10. Review your entries for accuracy, save changes, and ensure all required sections are filled. Once complete, download, print, or share the form as needed.

Start filling out your Pension Commencement Request Application Form online today to ensure your pension plans are set in motion.