Get Au Sar1 2018

The AU SAR1 form is a crucial document for members of the Commonwealth Superannuation Scheme (CSS) who are applying for retirement benefits. This guide provides step-by-step instructions on how to complete the form online, ensuring you have all necessary information ready to submit your application successfully.

Follow the steps to accurately complete your AU SAR1 form.

1. Press the ‘Get Form’ button to obtain the AU SAR1 and access it within your preferred online editing tool.
2. Carefully read the explanatory notes and ensure you understand your benefit entitlements before filling out the personal details section. Provide your reference number, name, date of birth, and contact information using capital letters.
3. In Section B, complete the identification requirements by choosing to verify your identity electronically or by attaching certified documents. Make sure to gather adequate identification that meets the 100 points requirement.
4. Proceed to Section C to provide your employment details. Clearly indicate if you are permanently retired or currently employed, ensuring you report accurately to prevent any issues.
5. In Section D, select one of the available benefit options for your retirement. Each option affects your pension and lump sum differently, so choose the one that aligns with your retirement plans.
6. Fill in Section E with your account details for the pension payment, paying special attention to the type of account as it must be one held in your name.
7. Complete Section F if applicable, indicating your preferred lumps sum cash payment method. Specify whether it will be a percentage, a gross amount, or the remaining benefit balance.
8. If you wish to roll over any portions of your benefit, fill in the relevant details in Section G, including your nominated fund information.
9. Complete the taxation matters in Section I, including your Tax File Number (TFN) and start date for taxation purposes, to facilitate proper processing.
10. Sign the declaration in Section J, confirming all information is true and complete. Review all sections for accuracy and completeness before submitting the document.
11. Return the completed form to your personnel section, ensuring all attachments are included. Maintain a copy of the form for your records.

Complete your AU SAR1 form online today to ensure a smooth retirement benefit application process.