Get Rollover Benefits Statement

Filling out the rollover benefits statement is an essential step in managing retirement transactions. This guide will help you navigate the online form with ease, ensuring that you provide accurate and complete information.

Follow the steps to successfully complete your rollover benefits statement.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin with Section A, receiving fund details. Fill in the Australian business number (ABN), fund name, postal address, and any additional country information if necessary.
3. Next, provide the unique superannuation identifier (USI) and member client identifier, ensuring each entry is clear and legible.
4. Proceed to Section B, member's details. Enter the tax file number (TFN), full name, residential address, date of birth, and sex. Make sure all names are written in block letters.
5. In Section C, rollover transaction details, specify service period start date and provide tax components, including the tax-free component, KiwiSaver tax-free component, and taxable components. Ensure that total amounts are equal.
6. For preservation amounts, list all relevant amounts accurately. Remember that if including a KiwiSaver preserved amount, it cannot be rolled over to self-managed superannuation funds.
7. If applicable, complete Section D regarding contributions made to non-complying funds.
8. Section E requires details of the transferring fund, including fund ABN, fund name, contact name, and contact information.
9. In Section F, declaration, ensure you print your name clearly, sign, and date the declaration. Double-check your information for accuracy.
10. Finally, review all sections filled out. You can then save changes, download, print, or share the completed form as needed.

Complete your rollover benefits statement online today and ensure your retirement transactions are managed seamlessly.