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Get Ato Form
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How to fill out the Ato Form online
This guide provides clear and comprehensive instructions on how to complete the Ato Form for transferring the whole balance of superannuation benefits between funds. By following these steps, you will be able to successfully navigate the online form and ensure all necessary information is accurately submitted.
Follow the steps to complete the Ato Form online:
- Press the ‘Get Form’ button to obtain the form and open it in the editor, ensuring you are ready to fill in the required information.
- Review the important information provided regarding eligibility, the transfer process, and any fees associated with the funds involved to ensure that the form is filled out correctly.
- Provide your personal details, including title, family name, given names, date of birth, and tax file number, ensuring all mandatory fields are marked with an asterisk (*) are completed.
- Complete the fund details section, specifying your FROM fund (the fund from which you are transferring) and the TO fund (the fund receiving your superannuation). Ensure that you have obtained the required fund information, including membership or account number.
- Read through the authorisation section carefully. By signing this section, you are declaring that you have read and understood the form, and that the information provided is accurate.
- Add your signature, print your name in block letters, and date the form before submission.
- Finally, save your changes, download the completed form, and submit it to either your FROM fund or TO fund as instructed.
Complete the Ato Form online today to initiate your superannuation transfer!
at participating Australia Post outlets. at an ATO shopfront, online, or. by post.
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