Get Au Sr1 2021-2026

The AU SR1 form is essential for individuals who are resigning or have been dismissed before the minimum retiring age. This guide provides clear, step-by-step instructions to help you correctly complete the form online, ensuring a smooth filing process.

Follow the steps to successfully complete your AU SR1 form.

1. Press the ‘Get Form’ button to access the AU SR1 form and open it in your editor.
2. Begin by reading the explanatory notes carefully to understand the requirements and ensure you meet the eligibility criteria before filling out the form.
3. In the 'Personal details' section, provide your reference number, cessation date, name, date of birth, and any other relevant personal information.
4. Under 'Identification requirements', follow the instructions to verify your identity by providing the necessary documents. Ensure that your documents are complete and certified if required.
5. Move on to 'Employment details'. Indicate if you are permanently retired or planning to be employed in another position. Select the appropriate options regarding your benefit choices.
6. In 'Benefit options', carefully select one option that aligns with your retirement plans. Ensure you understand the implications of each choice.
7. Complete Section E if you plan to claim a deferred benefit and provide the desired start date for your pension payments.
8. If applicable, fill out your 'Account details' for pension payments, confirming that the account is held in your name.
9. In the 'Rollover details' section, specify how you wish to handle your lump sum and any rollover funds, providing the required fund details.
10. Review the 'Taxation matters' section and input your start date for taxation purposes and Tax File Number (TFN). Ensure that you check the relevant boxes if you choose not to provide your TFN to another fund.
11. Sign the declaration in Section K, confirming the accuracy of your information and understanding of your benefit options.
12. Finalize your application and submit it to your personnel section. Remember to save a copy for your records.

Complete your AU SR1 form online today for a seamless processing experience.