Get Au Anz M1919 2021-2025

This guide provides step-by-step instructions for effectively completing the AU ANZ M1919 form online. By following these clear instructions, users can navigate the form with confidence, ensuring all necessary details are accurately provided.

Follow the steps to complete your AU ANZ M1919 online form.

1. Click 'Get Form' button to access and open the AU ANZ M1919 form in your editor.
2. Begin by entering your member details in Section 1. This includes your member number, the name of your employer (if applicable), your title, surname, given name(s), date of birth, and tax file number (TFN). Make sure to also provide your residential and postal address, as well as your contact information.
3. In the proof of identity section, confirm that you will provide original certified copies of your identification and attach them to the form. Note that emailed forms will not be accepted.
4. Proceed to Section 2 and complete the tax questionnaire. Indicate whether you intend to claim a tax deduction on personal contributions made during the financial year by selecting 'Yes' or 'No'.
5. Move on to Section 3 and choose the type of withdrawal you are requesting. Tick either 'rollover to another institution' or 'lump sum cash payment from my super account', and complete the relevant sections as directed.
6. If requesting a lump sum cash payment, fill out Section 4, confirming your eligibility to withdraw, and indicating your reasons for the withdrawal, such as retirement or severe financial hardship.
7. In Section 5, provide your withdrawal instructions. Choose either full withdrawal, indicating you wish to close your account, or partial withdrawal, specifying the amount and whether it is net or gross.
8. Complete Section 6 with your payment instructions. If rolling over, fill out the receiving institution details. If choosing a lump sum payment, provide your bank account details.
9. Read through and acknowledge the TFN information in Section 7 before signing your declaration in Section 8. Confirm the accuracy of your information and consent to the processing of your request.
10. Review all sections for completeness. When satisfied, you can save changes, download, print, or share the completed form as necessary.

Complete your AU ANZ M1919 form online now for a smooth withdrawal process.