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Beyond Super Superannuation transfer request Instructions Use this form if you are transferring your Superannuation from another fund (OLD Fund) to your Beyond Super account in the CUBS Superannuation
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How to fill out superannuation btransferb request
How to fill out a superannuation transfer request:
Gather Required Information:
01
Your personal details (name, address, phone number)
02
Fund details for the current superannuation account (name, account number)
03
Fund details for the new superannuation account (name, account number)
04
Any other relevant information or documents requested by the superannuation fund.
Contact the Current Superannuation Fund:
01
Reach out to your current superannuation fund and inform them about your decision to transfer your funds.
02
Request a superannuation transfer request form or ask if the process can be initiated online.
Obtain the Transfer Request Form:
01
If the fund provides a physical form, you may need to visit their office to collect it or request them to mail it to your address.
02
If an online process is available, access their website or member portal and locate the transfer request form.
Fill out the Form:
01
Provide your personal details accurately in the designated sections.
02
Enter the details of your current superannuation account, including the account number, name of the fund, and any other required information.
03
Enter the details of the new superannuation account where you want the funds to be transferred, including the account number and fund name.
04
Double-check all the information to ensure accuracy and completeness.
Attach Supporting Documents (if required):
01
Some superannuation funds may request additional documents, such as identification proof, proof of residency, or certified copies of relevant documents.
02
Make sure to include any requested documents along with the transfer request form.
Submit the Form:
01
If you have the physical form, you can either mail it to the address specified on the form or submit it personally at the superannuation fund's office.
02
For online submissions, follow the instructions provided on the website or portal to submit the form electronically.
Who needs a superannuation transfer request?
Anyone who wishes to move their superannuation funds from one account to another can use a superannuation transfer request. This includes individuals who want to consolidate their superannuation accounts, switch to a different fund, or take advantage of better investment options or fees offered by another fund. It is important to research and compare different funds before proceeding with a transfer to ensure it aligns with your financial goals and requirements.
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What is superannuation transfer request?
Superannuation transfer request is a form used to request the transfer of superannuation funds from one account to another.
Who is required to file superannuation transfer request?
Individuals who want to move their superannuation funds from one account to another are required to file a superannuation transfer request.
How to fill out superannuation transfer request?
To fill out a superannuation transfer request, you need to provide information about your current superannuation account, the account you want to transfer funds to, and sign the request.
What is the purpose of superannuation transfer request?
The purpose of a superannuation transfer request is to facilitate the movement of superannuation funds between accounts.
What information must be reported on superannuation transfer request?
Information such as account details, fund transfer amount, and signature must be reported on a superannuation transfer request.
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