Get Commonwealth Rollover Fund

The Commonwealth Rollover Fund form is essential for managing your investment options and updating personal details related to your account. This guide provides clear steps on how to fill out the form online, ensuring all necessary information is accurately submitted.

Follow the steps to complete your Commonwealth Rollover Fund form online.

1. Press the ‘Get Form’ button to access the Commonwealth Rollover Fund form and open it in your editor.
2. Complete Section 1, which includes providing your personal details. You need to select your product type (CRF or CLROB), enter your policy number, and fill in your title, given name(s), surname, postal address, phone numbers, and email address.
3. Move to Section 2 to switch investment options. Specify the amount or proportion you wish to switch between the investment options. Make sure that the total amounts for the transfer agree, noting that the minimum transfer amount is $2,000.
4. In Section 3, indicate if you are changing your name or address. If changing your name, provide your old and new signatures for verification. You must attach evidence of the name change, which cannot be submitted by fax.
5. Proceed to Section 4 to nominate a beneficiary. You can either nominate a new beneficiary or revoke a previous one. Ensure to tick the appropriate box and provide the full name and relationship of the beneficiary.
6. Finalize the form in Section 5 by signing and dating it. If signing under Power of Attorney, include a certified copy of the Power of Attorney.
7. Review the completed form for accuracy. Once confirmed, save your changes, and prepare to either download, print, or share the completed form.

Complete your Commonwealth Rollover Fund form online today to manage your investments effectively.