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What is Super Rollover Form

The Prime Super Rollover Form is a personal form used by members to transfer superannuation funds from another fund to their Prime Super member account.

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Who needs Super Rollover Form?

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Super Rollover Form is needed by:
  • Members of Prime Super looking to transfer funds
  • Individuals changing superannuation funds in Australia
  • Financial advisors assisting clients with super rollovers
  • Employees looking to consolidate superannuation accounts
  • Members nearing retirement managing their superannuation

How to fill out the Super Rollover Form

  1. 1.
    Access the Prime Super Rollover Form on pdfFiller by searching for it in the template library or entering the URL provided by Prime Super.
  2. 2.
    Once the form is open, navigate through the fillable fields using your mouse or keyboard. Click on the area where you need to input information.
  3. 3.
    Before starting, gather necessary documentation, including your member number, tax file number, and information about your current super fund.
  4. 4.
    Carefully complete each field, ensuring all required personal and fund details are accurately entered. Use the provided checkboxes where applicable.
  5. 5.
    Once you have filled in all fields, review the form for any errors or omissions. Ensure your personal information is correct.
  6. 6.
    After reviewing, add your signature in the designated area, as a digital signature may be required on pdfFiller.
  7. 7.
    To save your progress, click the 'Save' button. You can download the completed form or submit it directly through pdfFiller depending on your preference.
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FAQs

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Any member of Prime Super who wishes to transfer their superannuation funds from another super fund is eligible to use this form. Ensure you have your personal identification details and fund information ready.
While there is no fixed deadline, it is advisable to submit the Prime Super Rollover Form promptly after deciding to transfer your funds to avoid delays in processing your account consolidation.
Once the Prime Super Rollover Form is filled out and signed, you can submit it via mail, email, or fax. Refer to the submission instructions provided by Prime Super for accurate details.
You will typically need to provide identification such as a copy of your driver's license or passport, along with any information regarding your current super fund, including their details and your member number.
Common mistakes include failing to complete all mandatory fields, providing incorrect fund details, and not signing the form. Double-check all information for accuracy before submission to ensure a smooth processing experience.
Processing times for rollover requests can vary, but typically it takes around 3 to 5 business days after the form is submitted. It may take longer if additional information is required.
If you need to make changes after submission, contact Prime Super’s customer service for instructions on how to amend your application. Avoid submitting a new form unless advised.

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