Get Superannuation Member Exit Statement For Constitutionally Protected - Ato Gov

Filling out the Superannuation Member Exit Statement for Constitutionally Protected funds is an essential step for members exiting their superannuation fund. This guide provides clear, step-by-step instructions to ensure you complete the form accurately and effectively.

Follow the steps to successfully complete the form

1. Click ‘Get Form’ button to obtain the form and open it for completion.
2. Begin by filling out Section A: Supplier information. Provide your tax file number (TFN), Australian business number (ABN), organisation name, and the complete street address including suburb/town, state/territory, and postcode. If the country is not Australia, please include it.
3. Continue in Section A by providing your postal address and contact information. This includes your name, daytime phone number, fax number, and email address. Specify the number of member exit statements attached and your reference.
4. In Section A, ensure that you sign, print your name in block letters, and date the form by specifying the day, month, and year.
5. Move to Section B: Constitutionally protected fund information. Include the CPF's TFN, ABN, the date of the report, current name, and address information, including postal details for service of notices.
6. Provide the contact person's name, phone number, fax number, and email address in Section B before signing and dating this section.
7. Proceed to Section C: Member information. Provide the CPF’s TFN, account number, and client identifier. Specify the account benefit structure as applicable and include your own TFN, full name, and previous name.
8. Fill in your gender, date of birth, and residential address, making sure to specify if the returned mail is unclaimed or if the member is deceased.
9. In Section D: Member exit information, indicate the date and the employer financed component amount. Leave the reason code blank and specify the destination type using the relevant codes provided.
10. Do not use pins or staples to attach any extra documents. Review all entries for accuracy, then save changes, download, print, or share the completed form as needed.

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