Get Amg0063au

Filling out the Amg0063au form online can be a straightforward process if you follow the right steps. This guide provides clear and supportive instructions to help you complete your benefit payment request smoothly.

Follow the steps to complete the Amg0063au form online.

1. Press the ‘Get Form’ button to obtain the Amg0063au form and open it in the online editor.
2. Fill in the member details section, including your account number, title, date of birth, surname, given names, mailing address, phone numbers, tax file number, gender, and other requested information.
3. In the residency details section, indicate whether you are an Australian citizen, permanent resident, or New Zealand citizen by selecting ‘Yes’ or ‘No.’
4. Complete the conditions for lump sum (cash) withdrawals by ticking the box that matches your specific circumstance, such as reaching preservation age or being over a certain age.
5. Specify the payment amount you wish to withdraw, indicating whether it is a full or partial withdrawal and providing the respective amounts.
6. Choose your payment type, detailing how you want your benefits to be paid through direct credit to your bank account or a rollover to another superannuation fund.
7. If applicable, fill in the preservation details section to indicate which components of your benefits you wish to include in your rollover.
8. Complete the section for the Section 290-170 Tax Deduction Notice if you intend to claim a tax deduction for contributions you've made.
9. If you are splitting contributions, provide the necessary details about the spouse and the contributions to be split.
10. Review your insurance arrangements and ensure you understand the conditions pertaining to coverage after leaving the fund.
11. Sign the member declaration, confirming that the information provided is accurate and that you are authorized to request the benefit.
12. After completing the form, make sure to save your changes, download or print the form, and share it as necessary following the submission guidelines.

Complete your Amg0063au form online today to manage your benefits efficiently!