Get the free Contributions Splitting Application Form - Nab Private Wealth

MLC Superannuation Contributions Splitting Application Form *C10002-0019259908* Please don't photocopy this form as it contains unique information to help us process your request quickly. There are

How to fill out contributions splitting application form

Who needs contributions splitting application form?

Individuals who are divorced or separating from their spouse and want to divide their retirement savings or pension contributions.

How to fill out contributions splitting application form:

1. Start by obtaining the contributions splitting application form from your pension provider or retirement savings plan administrator. You may be able to download it from their website or request a physical copy.
2. Read through the instructions on the form carefully to ensure you understand the requirements and any supporting documentation needed.
3. Fill in your personal information, such as your full name, address, and contact details, in the designated sections of the form.
4. Provide details about your current situation, such as whether you are divorced or separated, the date of the divorce or separation, and the name of your former spouse or partner.
5. Specify the type of retirement savings or pension plan that you have, including the name of the plan and any account or membership numbers.
6. Indicate the amount or percentage of your retirement savings or pension contributions that you wish to split with your former spouse or partner. This may involve calculating the specific dollar amount or percentage based on the value of your account.
7. If required, attach supporting documentation to the application form, such as a certified copy of your divorce decree or separation agreement. Make sure to follow any specific instructions provided regarding the required documentation.
8. Review the completed form to ensure all information is accurate and complete. Check for any errors or missing information that could delay the processing of your request.
9. Sign and date the form in the designated section to certify the accuracy of the information provided.
10. Submit the application form, along with any necessary supporting documentation, to your pension provider or retirement savings plan administrator. Follow their instructions on how to submit the form, whether it is through mail, email, fax, or in-person.
11. Keep a copy of the completed application form and any supporting documentation for your records.
12. Follow up with your pension provider or retirement savings plan administrator to ensure that your contributions splitting request is being processed.

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What is contributions splitting application form?

The contributions splitting application form is a document used to request the division of retirement plan contributions between spouses or ex-spouses.

Who is required to file contributions splitting application form?

Individuals who want to split their retirement plan contributions with their spouse or ex-spouse are required to file the contributions splitting application form.

How to fill out contributions splitting application form?

To fill out the contributions splitting application form, you need to provide personal information of the applicant and spouse, details of the retirement plan, and the requested division of contributions.

What is the purpose of contributions splitting application form?

The purpose of the contributions splitting application form is to facilitate the fair distribution of retirement plan contributions between spouses or ex-spouses.

What information must be reported on contributions splitting application form?

The contributions splitting application form requires information such as the names and Social Security numbers of the applicant and spouse, details of the retirement plan, and the percentage or amount of contributions to be divided.