Get Alcoa Of Australia Retirement Plan Rollover Form

Filling out the ALCOA OF AUSTRALIA RETIREMENT PLAN Rollover Form online can streamline the process of transferring your super money from previous funds. This guide provides clear, step-by-step instructions to help you complete the form accurately and confidently.

Follow the steps to complete the rollover form successfully.

1. Click the ‘Get Form’ button to obtain the form and open it in your online editor.
2. Begin by completing your personal details. Fill in your title, given names, date of birth, surname, postal address, suburb, state, postcode, daytime telephone, email, and membership number. Ensure you use uppercase letters and black or blue pen in the designated boxes.
3. Provide details of your previous super fund. Enter the name of the previous fund or policy, its address, suburb, state, postcode, membership or policy number, and the approximate value of your previous super money.
4. Attach proof of identity if required. Check with your previous super fund about their specific certification requirements. Attach a certified copy of an acceptable form of identification, such as a driver’s license or passport, ensuring that you have the necessary documents for each rollover if applicable.
5. Complete the instructions section for your previous super provider. Confirm that you have read the Product Disclosure Statement and understand all terms regarding the transfer. Sign and date the form to authorize the transfer of funds.
6. Ensure that you send this completed form to your previous super provider along with any required documentation to initiate the rollover process.
7. After submission, save your changes, and you may have the option to download, print, or share the completed form for your records.

Begin your document submission process online today to ensure a smooth rollover experience.