Get Transpension Bwithdrawalb Form - Account Based Pension - Twusuper

This guide will assist you in completing the TransPension Bwithdrawalb Form for your account-based pension at TWUSuper. By following these steps, you can ensure a smooth online withdrawal process.

Follow the steps to complete your withdrawal form online.

1. Press the ‘Get Form’ button to download the TransPension Bwithdrawalb Form and open it for editing.
2. Begin by providing your personal details in the 'Your details' section. Make sure to use capital letters and a black pen. Enter your member number, title, gender, date of birth, surname, given names, address, phone numbers, and email address.
3. Next, move to the 'Withdrawal instructions' section. Indicate your withdrawal choice by ticking the corresponding box for either a rollover/transfer or a cash withdrawal. If you choose cash, specify the amount and indicate whether it is before or after tax.
4. If you selected rollover/transfer, specify the amount and choose where to transfer the funds. You can select an existing account, a new account, or another fund. Fill in the necessary details for the chosen option.
5. If you selected cash withdrawal, ensure the amount is a minimum of $1,000. Provide your payment instructions, including the name of the financial institution, the branch, BSB number, account number, and the account holder's name.
6. Sign and date the declaration at the end of the form, confirming that the information provided is accurate and that you understand the withdrawal fee will apply.
7. Before submitting, review the checklist to ensure all relevant sections are complete and that you have provided certified proof of identity documents.
8. Once everything is filled out, save your changes, and print the form if necessary. Prepare to submit your completed form along with the certified identification documents to the specified address.

Complete your TransPension Bwithdrawalb Form online today for a hassle-free withdrawal experience.