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POST1995 02/19Transfers out Important information about this forms this form to transfer out your Accumulated transfer amount (Post 1995) or additional (over age 70) contributions. Do not complete.

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How to fill out the AU POST1995 online

Transferring your accumulated superannuation amounts can be streamlined with the appropriate use of the AU POST1995 form. This guide will help you understand each section of the form and provide step-by-step instructions for completing it successfully online.

Follow the steps to fill out the AU POST1995 form online effectively.

  1. Press the ‘Get Form’ button to secure the AU POST1995 form and open it within your preferred tool for digital documentation.
  2. Begin by confirming the accumulated amounts you wish to transfer by selecting either the accumulated transfer amount (Post 1995) or the accumulated additional contributions (only applicable for individuals over age 70). Remember, if you intend to transfer both, you must fill out the form twice.
  3. Proceed to fill out your personal details in Section B, including your reference number (AGS), title, surname, given names, date of birth, residential address, postal address, phone numbers, and email address. Ensure to use capital letters and a blue or black pen as indicated.
  4. In Section C, choose your transfer arrangements. Complete either Section 1 if transferring to PSSap or Section 2 for transfer to another fund or RSA. If transferring to PSSap, provide your PSSap member number.
  5. Provide your Tax File Number (TFN) in Section D, understanding that it is optional but helpful for verifying your identity. If you choose not to provide it, be aware of potential delays in the processing of your application.
  6. Read and complete the Information Acknowledgment Declaration in Section E to confirm you understand the implications of your transfer. Ensure you provide an accurate signature and date.
  7. For identification purposes, if you are not using DVS, refer to Section F and supply required identification documents, ensuring they are certified as needed. Follow the instructions for either primary or secondary identification.
  8. Complete the application checklist in Section G to ensure all necessary information has been provided and that you have signed where indicated.
  9. Finally, submit your completed form to PSS at the specified postal address, including any attachments as needed.

Start filling out your AU POST1995 form online today to ensure a smooth transfer process.

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A rollover is when you, as a member, transfer some or all of your existing super between super funds, including SMSFs. It is a legal requirement for rollovers to be processed electronically, using 2 components: a data message. a separate payment transfer.

Post-1995 Transfer Amounts Generally, all superannuation amounts that became payable after 31 December 1995 fall into this category. Post-1995 Transfer Amounts grow with fund earnings.

A rollover is a transfer of existing superannuation from one fund to another, without the money leaving the superannuation environment.

How do I calculate my PSS pension? Your PSS pension is determined by dividing your final retirement benefit into a factor based on your age. At age 55, this factor is 12, at age 60 it is 11 and at age 65 it is 10.

Depending on the circumstances, A PSS retirement benefit can be taken as a CPI indexed pension, or a lump sum amount, or a combination of both. As a PSS member, you may make a contribution equivalent to a minimum 2% of your after tax income.

If you elect to roll over your PSS lump sum in to another superannuation fund, the unfunded component which is currently only indexed by the Consumer Price Index, can be invested in the nominated roll over fund to accrue fund earnings (there will be 15% tax on the unfunded component when it is received by the other ...

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