Get Consolidation Form

Filling out the Consolidation Form online is an important step in managing your superannuation and pension services. This guide will provide you with a clear and concise process to ensure your form is completed accurately.

Follow the steps to complete the Consolidation Form

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Begin with Section 1 - Personal Details. Enter your title, surname, given names, gender, and tax file number (TFN). It is important to note that while disclosure of TFN is not mandatory, there may be tax implications if you choose not to provide it. Fill in your residential address, ensuring it is not a PO Box. Include your contact telephone and mobile numbers, as well as your email address.
3. Proceed to Section 2 - Freedom of Choice Fund Details. Here, you need to provide the name of the superannuation fund, its contact telephone number, and the fund address. Ensure you enter the Australian Business Number (ABN) and any specific plan details required.
4. In Section 3 - Other Fund Details, include information about any other superannuation fund you are transferring from. If applicable, attach a copy of your latest statement from this fund.
5. Move to Section 4 - Proof of Identity. Attach a certified copy of your driver’s license or passport. Alternatively, provide a birth or citizenship certificate along with a communication from Centrelink or another government body that includes your name and address.
6. Finally, complete Section 5 - Authorisation by signing and dating the form. Review the checklist provided to ensure all necessary items have been completed and attached.
7. After completing the form, you can save changes, download, print, or share the form as needed.

Complete your forms online today to streamline your superannuation management.