Get the free Transfer to LGIAsuper form

Signature Date 07/17 T 1800 444 396 F 07 3244 4344 E info lgiasuper. com.au W lgiasuper. com.au LGIAsuper Trustee ABN 94 085 088 484 AFS Licence No. 230511 LGIAsuper ABN 23 053 121 564 GPO Box 264 Brisbane Qld 4001 Page 1 of 2 Important information Under the Superannuation Industry Supervision Act 1993 LGIAsuper is authorised to collect your TFN which will only be used for lawful purposes. Transfer to LGIAsuper form M03 Use this form to transfer your super from another fund to LGIAsuper....

How to fill out transfer to lgiasuper form

How to fill out a transfer to LGIASuper form:

1. Gather necessary information: Start by collecting all the required information needed for the transfer form. This may include personal details such as your full name, date of birth, address, and contact information. Additionally, you might need your Tax File Number (TFN), your LGIASuper membership number, and details of your current superannuation account.
2. Obtain the transfer form: To commence the process, obtain the transfer to LGIASuper form. You can typically download this form from the LGIASuper website or contact their customer service to request a copy.
3. Fill in personal details: Begin by filling in your personal details accurately in the designated sections. Double-check for any errors or missing information to avoid delays in processing. Ensure that you provide your full name, date of birth, and all other required details correctly.
4. Provide TFN and membership details: Enter your Tax File Number (TFN) in the appropriate field. LGIASuper requires your TFN to effectively manage your superannuation account. Additionally, include your LGIASuper membership number if you have one.
5. Indicate transfer details: Specify the details of your current superannuation account that you wish to transfer to LGIASuper. This may involve the name of your current super fund, account number, and any other relevant information. It's important to provide accurate information to ensure a smooth transfer process.
6. Consider insurance arrangements: LGIASuper offers insurance options to its members. If you wish to apply for or transfer any existing insurance coverage, make sure to indicate your preference on the form. This may require additional information regarding your insurance policies.
7. Read and sign the declaration: Carefully read the declaration section of the transfer form. By signing, you acknowledge that the information provided is true and complete. Ensure you understand the terms and conditions associated with the transfer process.
8. Submit the form: Once you have completed all the necessary sections and signed the declaration, submit the transfer form to LGIASuper. Check for any additional documents or supporting paperwork that might be required and include them along with the form.

Who needs a transfer to LGIASuper form?

Individuals who want to consolidate their superannuation accounts or switch their current superannuation fund to LGIASuper would need to fill out a transfer form. This form allows for a seamless transfer of funds from your existing superannuation account to LGIASuper, enabling you to manage your superannuation through a single provider. It is particularly relevant for those who are already members of LGIASuper or considering becoming members to enjoy the benefits of their superannuation services and products.

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What is transfer to lgiasuper form?

Transfer to lgiasuper form is a document used to transfer funds or assets from another superannuation fund to LGIAsuper.

Who is required to file transfer to lgiasuper form?

Members who wish to transfer funds or assets from another superannuation fund to LGIAsuper are required to file the transfer to lgiasuper form.

How to fill out transfer to lgiasuper form?

The transfer to lgiasuper form can be filled out online or in paper form, following the instructions provided by LGIAsuper. It typically requires personal details, member details, and details of the funds/assets being transferred.

What is the purpose of transfer to lgiasuper form?

The purpose of the transfer to lgiasuper form is to facilitate the transfer of funds or assets from another superannuation fund to LGIAsuper, allowing members to consolidate their superannuation accounts.

What information must be reported on transfer to lgiasuper form?

The transfer to lgiasuper form typically requires information such as personal details, member details, details of the funds/assets being transferred, and any relevant reference numbers.