Get Cbus Rollover Form

Completing the Cbus Rollover Form online can facilitate the transfer of your superannuation into the Cbus Super Income Stream. This guide offers clear instructions to help you navigate each section effectively, ensuring you provide the necessary information accurately.

Follow the steps to fill out the Cbus Rollover Form online:

1. Press the ‘Get Form’ button to access the form and open it in your editor.
2. Begin with Part 1, Member details. Fill in your title, date of birth, gender, first name(s), family name, phone numbers, tax file number, current address, and previous address if applicable. Ensure to use black or blue pen and capital letters.
3. Move to Part 2, FROM fund details. Provide the name of the fund you are moving out of, your fund member number, and the fund’s contact details including address and phone number.
4. In Part 3, Rollover details, indicate the amount you wish to transfer to your Cbus Super Income Stream. You can select either the whole balance, a specific amount, or a percentage of your account balance. Specify any unrestricted non-preserved component you wish to retain in your existing fund.
5. Proceed to Part 4, Cbus fund details. You will find pre-filled information about the Cbus fund, including the fund name, address, ABN, and SPIN. Verify that everything is accurate.
6. For Part 5, Proof of identity, attach certified copies of identification documents as outlined. Ensure these documents comply with the certification requirements.
7. In Part 6, Authorisation, read through the statements carefully. By signing, you declare that the information is true, understand the implications of the transfer, and authorize your old fund to release information. Provide your name and signature, along with the date.
8. Finally, review the entire form for accuracy. Once confirmed, you can save your changes, download, print, or share the form as needed.

Complete your Cbus Rollover Form online today for a smooth transition of your superannuation!