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Kudos Super Superannuation transfer request Instructions Use this form if you are transferring your Superannuation from another fund (OLD Fund) to your Kudos Super account in the CUBS Superannuation
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How to fill out superannuation transfer request

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How to fill out superannuation transfer request

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Step 1: Gather all necessary documents such as your identification documents, superannuation account details, and any supporting paperwork required by the receiving fund.
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Step 2: Contact your current superannuation fund and request a superannuation transfer request form.
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Step 3: Carefully review the form and fill in all the required details, including your personal information, current superannuation account details, and the details of the receiving fund.
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Step 4: Attach any supporting documents as requested, such as proof of identity or proof of address.
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Step 5: Double-check all the information you have provided on the form to ensure accuracy.
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Step 6: Sign the form and keep a copy for your records.
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Step 7: Submit the completed form to your current superannuation fund. It is recommended to do this via registered mail or in person to ensure it reaches them securely.
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Step 8: Wait for confirmation from your current superannuation fund that they have received your transfer request.
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Step 9: The receiving superannuation fund will process the transfer request and transfer your superannuation funds to the new account. They will notify you once the transfer is complete.
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Step 10: Verify with the receiving superannuation fund that the transfer has been successfully completed and check that the funds are now in your new superannuation account.

Who needs superannuation transfer request?

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Anyone who wishes to transfer their superannuation funds from one account to another may need a superannuation transfer request.
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This could include individuals who have changed jobs and want to consolidate their superannuation accounts, or those who have found a better performing superannuation fund and wish to switch their investments.
03
Superannuation transfer requests are also commonly used when consolidating multiple superannuation accounts into a single account for ease of management.
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A superannuation transfer request is a request made by an individual to transfer their superannuation savings from one fund to another.
Any individual who wishes to transfer their superannuation savings from one fund to another is required to file a superannuation transfer request.
To fill out a superannuation transfer request, an individual needs to contact their current superannuation fund and the fund they wish to transfer to, and follow the specific process outlined by each fund.
The purpose of a superannuation transfer request is to consolidate superannuation savings into a single fund or to move savings to a fund with better investment options or lower fees.
The superannuation transfer request must include details such as the individual's personal information, current fund details, new fund details, and the amount to be transferred.
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