Get the free Living Super Application guide - ING DIRECT Australia

Living Super Application guide For Adviser use About this form Please return to: You can use this for your client to apply for a Living Super account where they also wish to appoint you as their adviser

How to fill out living super application guide

Point by point guide on how to fill out a living super application:

1. Start by gathering all the necessary documentation. This typically includes your identification documents, tax file number, and any relevant financial information.
2. Carefully read through the application form and instructions provided by your chosen superannuation provider. Make sure you understand all the questions and requirements.
3. Begin filling out the application form, providing accurate and up-to-date information. Pay attention to details such as your personal details, employment history, and financial circumstances.
4. If you come across any unfamiliar terms or concepts, refer to the glossary or FAQs section provided by the superannuation provider. Understanding these terms will ensure you provide accurate information.
5. Take your time to carefully review and double-check all the information you have entered in the application form. Make sure there are no typos or errors that could hinder the processing of your application.
6. If you have any doubts or questions while filling out the application, don't hesitate to contact the superannuation provider's customer service team for assistance. They can guide you through the process and provide clarification on any confusing sections.
7. Once you have completed the application form, sign and date it as required. Be sure to read any declarations or agreements accompanying the form before signing to confirm your understanding and acceptance.
8. Make copies of the completed form and any supporting documents for your records. It is always a good idea to have a copy of your application in case any issues arise in the future.

Who Needs a Living Super Application Guide?

1. Individuals who are looking to open a superannuation account or change their existing superannuation provider may need a living super application guide. This guide will provide step-by-step instructions on how to fill out the necessary forms and navigate the application process.
2. Those who are approaching retirement age and are considering their superannuation options may also find a living super application guide useful. It can help them understand the requirements for transitioning their superannuation into a retirement income stream or pension.
3. People who have recently experienced a major life event, such as changing jobs, getting married, or having a child, may need to update their superannuation details. A living super application guide can assist them in correctly completing the necessary forms to ensure their superannuation is properly managed and aligned with their new circumstances.

In conclusion, a point by point guide on filling out a living super application can help individuals navigate the process with ease and ensure they provide accurate and complete information. This guide can benefit those who are new to superannuation, approaching retirement, or experiencing significant life changes.

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