Get Superannuation Standard Choice Form Example

Filling out the Superannuation Standard Choice Form is essential for both employers and employees to facilitate contributions to superannuation funds. This guide provides a clear, detailed walkthrough to help you complete the form online efficiently and accurately.

Follow the steps to complete the Superannuation Standard Choice Form Example online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Section A, as the employee, provide your details including your name, employee identification number (if applicable), and tax file number. While quoting your tax file number is optional, it helps in managing your super contributions effectively.
3. Choose your super fund by marking an ‘X’ in the appropriate box. If you’re nominating your own APRA fund or retirement savings account (RSA), complete Item 3 with the required fund details, including the unique superannuation identifier (USI). Ensure to attach the supporting letter from your fund.
4. If you are nominating a self-managed super fund (SMSF), complete Item 4 with the appropriate SMSF information, including the fund’s ABN and bank account details. Attach the required documentation confirming the fund's compliance.
5. In Item 5, sign and date the form confirming that you've attached the relevant documentation before returning it to your employer.
6. Section B must be completed by your employer before they provide the form back to you. This section will include details about the nominated super fund.
7. Once the employee has returned the form, the employer will complete Section C, documenting the acceptance of the employee’s choice and the related dates.
8. Finally, ensure that the completed form is stored securely, as employers are required to keep it for five years. Users can also choose to save their changes, download, print, or share the form from the online editor.

Start filling out your Superannuation Standard Choice Form online today to ensure timely contributions to your super fund.