Get the free Roll-in Your Super Form

Rolling Your Super Form By completing this form, you will request the transfer of either the whole or partial balance of your superannuation benefits between funds. This form will NOT change the fund

How to fill out roll-in your super form

How to fill out roll-in your super form

1. To fill out the roll-in your super form, follow these steps:
2. Obtain the roll-in your super form from your current superannuation provider or the ATO.
3. Read the instructions provided with the form carefully to understand the requirements.
4. Provide your personal details, including your full name, date of birth, and contact information.
5. Fill in the details of your current superannuation account, such as the account name and number.
6. Indicate the amount you wish to roll over from your current account to another superannuation account.
7. If applicable, provide the details of the receiving superannuation account, including the account name and number.
8. Check the form for any errors or missing information and make sure it is signed and dated.
9. Submit the completed form to your current superannuation provider or the specified receiving fund.
10. Keep a copy of the form for your records.
11. Follow up with your superannuation provider or the ATO to ensure the rollover is processed successfully.

Who needs roll-in your super form?

1. Anyone who wishes to consolidate their superannuation accounts or move their super balance from one account to another needs the roll-in your super form.
2. This form is particularly necessary for individuals who have multiple superannuation accounts and want to simplify their finances by combining them into a single account.
3. It is also essential for those who want to transfer their superannuation balance to a different fund or platform that offers better benefits or investment options.
4. By using the roll-in your super form, individuals can streamline their superannuation affairs and potentially save on fees and paperwork associated with maintaining multiple accounts.

For pdfFiller’s FAQs

How do I edit roll-in your super form straight from my smartphone?

The easiest way to edit documents on a mobile device is using pdfFiller’s mobile-native apps for iOS and Android. You can download those from the Apple Store and Google Play, respectively. You can learn more about the apps here. Install and log in to the application to start editing roll-in your super form.

Can I edit roll-in your super form on an iOS device?

You certainly can. You can quickly edit, distribute, and sign roll-in your super form on your iOS device with the pdfFiller mobile app. Purchase it from the Apple Store and install it in seconds. The program is free, but in order to purchase a subscription or activate a free trial, you must first establish an account.

Can I edit roll-in your super form on an Android device?

Yes, you can. With the pdfFiller mobile app for Android, you can edit, sign, and share roll-in your super form on your mobile device from any location; only an internet connection is needed. Get the app and start to streamline your document workflow from anywhere.

What is roll-in your super form?

Roll-in your super form is a document used to consolidate multiple superannuation accounts into one account, typically to simplify management and reduce fees.

Who is required to file roll-in your super form?

Individuals who have multiple superannuation accounts and wish to consolidate them into one account are required to file roll-in your super form.

How to fill out roll-in your super form?

To fill out roll-in your super form, individuals need to provide their personal details, details of the superannuation accounts they wish to consolidate, and any other required information as specified on the form.

What is the purpose of roll-in your super form?

The purpose of roll-in your super form is to facilitate the consolidation of multiple superannuation accounts into one account, making it easier for individuals to manage their retirement savings.

What information must be reported on roll-in your super form?

Information such as personal details, details of the superannuation accounts to be consolidated, account numbers, fund names, and any other relevant information must be reported on the roll-in your super form.