Get Enduring Rollover Authority Form

Filling out the Enduring Rollover Authority Form online is essential for managing the transfer of insurance premiums for your MetLife Protect policy. This guide will walk you through each section of the form, ensuring you understand the necessary details and requirements.

Follow the steps to complete the form accurately.

1. Click 'Get Form' button to obtain the form and open it for completion.
2. In Section 1, provide the details of the life insured, including the policy number, title, given names, surname, address, phone numbers, email, state, postcode, and date of birth.
3. In Section 2, fill in the details of your nominated external superannuation fund. Refer to your last Rollover Benefit Statement for the necessary information such as fund name, account name, ABN, address, Unique Superannuation Identifier (USI), and member number.
4. Review Section 3, which discusses privacy and the use of your personal information. It is important to understand how your data will be managed.
5. In Section 4, read the terms regarding the rollover process and any implications it may have on your superannuation account. Acknowledge that you are responsible for monitoring your account balance.
6. Complete Section 5 by declaring that all provided information is true and correct, and sign and date the form as required.
7. Once all sections are completed accurately, save your changes, download, print, or share the form as necessary.

Begin the process of managing your insurance premiums by completing the Enduring Rollover Authority Form online today.