Get the free Rollover your super form - Prime Super

Rollover your super form Complete this form if you have super money in other funds, and you want to transfer it to your Prime Super member account. Please complete in pen using BLOCK letters. Print

How to fill out rollover your super form

To fill out the rollover your super form, follow these steps:

1. Gather the necessary information: Collect all relevant details about your current super fund and the fund you want to rollover into. This includes the fund's name, address, membership number, and any other required identification.
2. Read and understand the form: Carefully go through the rollover your super form, paying close attention to any instructions or sections that need to be completed. Make sure you comprehend the terms and conditions associated with the rollover.
3. Provide personal information: Fill in your personal details accurately, such as your full name, date of birth, and contact information. Ensure that all the information is up to date to avoid any complications.
4. Identify your current super fund: State the details of your current super fund, including its name, address, and any other necessary identifiers. This helps in identifying the fund from which you want to transfer your super balance.
5. Choose your rollover fund: Indicate the details of the fund where you intend to transfer your super balance. Provide the fund's name, address, membership number, and any other relevant information requested on the form.
6. Authorize the rollover: Sign and date the form to authorize the transfer of your super balance from the current fund to the rollover fund. Ensure that you thoroughly understand the implications and consequences of the rollover.
7. Submit the form: Once you have completed all the required sections and double-checked for accuracy, submit the rollover your super form to the designated authority. Follow any additional instructions provided for the submission process.

Who needs a rollover your super form?

Individuals who meet any of the following criteria may require a rollover your super form:

1. Changing jobs: If you switch employers or leave your current job, you may choose to roll over your super balance from your previous employer's fund into a new fund or your preferred existing fund.
2. Consolidating super funds: Individuals who have multiple super accounts may opt to combine them into a single fund to simplify management and potentially save costs on fees and charges.
3. Seeking better investment options: Some people prefer to transfer their super balance to a different fund that offers more favorable investment options or higher returns, based on their financial goals and risk preferences.
4. Meeting eligibility criteria: Certain situations or conditions may require a rollover your super form, such as reaching the preservation age, retiring, or transitioning to another superannuation product.

Remember, it is essential to seek professional advice or consult your super fund provider for specific guidance tailored to your individual circumstances before completing the rollover your super form.

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What is rollover your super form?

Rollover your super form is a document used to transfer your superannuation (retirement savings) from one fund to another fund.

Who is required to file rollover your super form?

Individuals who want to transfer their superannuation balance from one fund to another fund are required to file rollover your super form.

How to fill out rollover your super form?

To fill out rollover your super form, you need to provide personal details, details of the superannuation funds involved, and specify the amount you want to transfer.

What is the purpose of rollover your super form?

The purpose of rollover your super form is to consolidate your superannuation savings into a single fund, potentially saving on fees and charges.

What information must be reported on rollover your super form?

The rollover your super form must include personal details, details of the superannuation funds involved, the amount to be transferred, and any necessary signatures.