Get Super Safeguard

Filling out the Super Safeguard form online can seem daunting, but with this comprehensive guide, you will navigate each step with ease. This guide provides structured instructions tailored to users seeking to update their membership details effectively.

Follow the steps to accurately complete the Super Safeguard form

1. Press the ‘Get Form’ button to access the Super Safeguard form and open it in your online editor.
2. Provide your client number in the designated field. This number is crucial for identifying your membership within the Super Safeguard system.
3. Enter your date of birth in the specified format. Ensure that the details match those on your official identification documents.
4. Fill in your surname and then your given names in the appropriate fields to accurately capture your full name.
5. Complete the postal address fields, including suburb, state, and postcode, to ensure that all correspondence reaches you promptly.
6. Provide your residential address, again including suburb, state, and postcode, to keep your membership details current.
7. In the contact details section, enter your home phone, work phone, mobile, and email address carefully to maintain accurate communication.
8. List your beneficiaries in the nomination of beneficiaries section. Include their full names and addresses, specifying the proportion of benefits each should receive, ensuring the total equals 100%.
9. Input your Tax File Number (TFN), if applicable. Note that providing your TFN to the fund has several advantages concerning your superannuation.
10. Review your entries for accuracy, then sign and date the declaration to confirm that all provided information is correct.
11. Finally, choose to save your changes, download, print, or share the completed form based on your preferences.

Take the next step in managing your superannuation by completing the Super Safeguard online.