Get If You Want To Combine Super From Multiple Accounts, You'll Need To Complete A Separate Form With

Combining superannuation accounts can help simplify your finances and manage your retirement savings more effectively. This guide will walk you through the process of filling out the form required to combine your super from multiple accounts online, ensuring clarity and ease of understanding.

Follow the steps to complete your form accurately.

1. Press the ‘Get Form’ button to acquire the form and open it in an editor where you can input your information.
2. Fill in your personal details in the designated fields. Include your last name, first name, date of birth, street address, and contact numbers. Make sure to print in CAPITAL letters and mark boxes clearly as directed.
3. Provide the details of the super account you wish to transfer from. This includes the fund name, phone number, member or account number, Australian Business Number (ABN), and Unique Superannuation Identifier (USI), if applicable.
4. Indicate whether you are requesting a whole or partial balance rollover. Select the appropriate option and if it's a partial transfer, specify the amount you want to transfer.
5. Enter your Tax File Number (TFN) if you choose to do so. This is optional but may streamline the processing of your super rollover.
6. Sign the form at the designated area and date it. Your signature confirms that you have understood the statements regarding fees and liabilities associated with the transfer.
7. Once everything is filled out correctly, save your changes. You can then download, print, or share the completed form as needed.

Complete your documents online to ensure a smooth combining of your super accounts.