Get Anz Oneanswer Personal Super Application Form Booklet

Filling out the ANZ OneAnswer Personal Super Application Form Booklet online is an important step towards securing your financial future. This guide provides clear instructions to help you complete each section of the form accurately and efficiently.

Follow the steps to successfully complete your application.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin by completing the applicant details section. Provide your title, surname, given names, date of birth, occupation, address, and contact information.
3. Nominate a beneficiary by completing the relevant portion of the form. You can choose between binding and non-binding nominations.
4. In the fee structures section, select either the entry fee option or nil entry fee option as per your preference.
5. Provide contribution details, including the amounts and sources of contributions such as personal contributions, spouse contributions, and employer contributions.
6. Complete the rollover details section if you plan to transfer funds from another superannuation fund. Provide relevant fund manager and transfer amounts.
7. Indicate whether insurance is required and provide necessary occupational details if applicable.
8. Review the adviser service fee structure, and confirm any agreed fees.
9. Read and complete the application for membership declaration, ensuring you understand all terms before signing.
10. Once the form is fully completed, save the changes. You can then download, print, or share the form as needed.

Complete your application online today to take the next step towards your financial security.