Get Au Post1995 2014-2026

Filling out the AU POST1995 form online can streamline the process of transferring your accumulated superannuation amounts. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to complete the AU POST1995 form online.

1. Click the ‘Get Form’ button to acquire the AU POST1995 form and open it in your editor.
2. Begin by confirming the accumulated amounts you wish to transfer. Choose between transferring your accumulated transfer amount (Post 1995) or your accumulated additional contributions over age 70. Remember, you need to complete this form twice if transferring both.
3. Fill in your personal details in section B, including your reference number, salutation, surname, given names, date of birth, residential address, postal address, and contact information. Ensure to use capital letters and a blue or black pen.
4. In section C, specify your transfer arrangements. Indicate whether you are transferring to PSSap, and if so, provide your PSSap member number. If transferring to another fund or RSA, enter the name, ABN, and postal address of the receiving fund.
5. In section D, provide your Tax File Number (TFN), although it is not mandatory. Indicate if you do not consent to share your TFN in which case additional identification documentation will be required.
6. Complete section E by acknowledging that you have received adequate information to make an informed decision about your transfer. This will include signing and dating the declaration.
7. If you did not provide your TFN, fill out section F to verify your identity. You can choose either electronic verification or provide certified documents meeting specific point requirements.
8. Before submitting, review the application checklist in section G to ensure all relevant sections have been completed.
9. Finally, print the completed form, gather any necessary attachments, and post your completed application to PSS at the provided address.

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