Get Au M40 2012

Filling out the AU M40 form for Invalidity Benefits is an important step for members of the Military Superannuation and Benefits Scheme who are being discharged due to medical unfitness. This guide provides a clear, step-by-step approach to assist you in completing this form accurately and efficiently.

Follow the steps to complete the AU M40 form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with Part A, which requires personal information such as your service details, service number, and personal contact information. Make sure to have your details ready to complete this section accurately.
3. Continue to fill in your marital status and your spouse's information if applicable. This information helps in determining any benefit entitlements.
4. In Part B, provide your discharge details including the discharge centre and the date of your medical discharge. This section is critical for processing your application.
5. Proceed to Part C, where you will need to discuss any outstanding superannuation contributions surcharge debts. Make sure to select how you would like your surcharge debt deducted.
6. In Part D, provide details of your preferred payment method for your pension. Include the financial institution and your account details for successful transactions.
7. Part E outlines your Member Benefit options. Review them carefully and select how you would like to manage your Member Benefit payments.
8. In the same section, indicate your preferences for the Ancillary Benefit. Remember that there are conditions attached to cashing out this benefit.
9. For identification requirements in Part F, prepare the necessary documentation to confirm your identity as outlined. Ensure these documents are certified as true copies.
10. Complete additional sections on your education, employment history, and pre-service qualifications as needed in Parts G through J.
11. Make sure to fill out your Tax File Number information in Part K. Remember that providing your TFN is optional but can benefit you in the long run.
12. Review your completed form thoroughly to ensure all information is accurate and all required fields are filled. Prepare any additional documents required as per the document checklist in Part L.
13. Finally, sign the declaration in Part M and submit your completed application along with any attachments by sending it to the provided address in Part O.

Start your application for Invalidity Benefits by filling out the AU M40 form online today.