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CAPITAL GUARANTEED SUPER×PENSION ROLLOVER FORM Please read before completing Use this form if you are rolling over your Superannuation from another fund (OLD Fund) to your Capital Guaranteed Super/
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How to fill out capital guaranteed superpension rollover

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How to fill out capital guaranteed superpension rollover:

01
Obtain the necessary forms from your superannuation provider or financial institution that handles your superpension.
02
Fill in your personal information, including your full name, date of birth, and contact details.
03
Provide your existing superpension account details, including the name of the fund and the account number.
04
Indicate that you are requesting a capital guaranteed rollover by selecting the appropriate option on the form.
05
Specify the amount you wish to rollover from your existing superpension account to the capital guaranteed option.
06
If necessary, provide additional instructions or preferences regarding the rollover, such as any specific timing requirements or investment allocations.
07
Sign and date the form, certifying that all the information provided is accurate and complete.
08
Submit the completed form to your superannuation provider or financial institution, either in person, through mail, or via their online platform.

Who needs capital guaranteed superpension rollover:

01
Individuals who are nearing retirement age and want to protect their superannuation savings against potential market downturns.
02
Those who prefer a more conservative investment strategy and prioritize capital preservation over potential high returns.
03
Individuals who have already accumulated a substantial amount of savings in their superpension account and want to ensure its safety while still receiving regular income in retirement.
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Capital guaranteed superpension rollover is a type of retirement fund rollover where the principal amount invested is guaranteed not to decrease regardless of market conditions.
Individuals who have a superannuation fund with a capital guaranteed option and wish to transfer their funds to another fund or account.
To fill out a capital guaranteed superpension rollover, individuals need to request the necessary forms from their current superannuation fund provider and provide information about the receiving fund or account.
The purpose of capital guaranteed superpension rollover is to give individuals more control over their retirement savings and potentially optimize their investment returns.
Information such as the current superannuation fund details, the receiving fund or account details, and the amount to be transferred must be reported on the capital guaranteed superpension rollover form.
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