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Investment change form Optimum Allocated AnnuitySuncorp Life & Superannuation Limited ABN 87 073 979 530 AFS License No 229880Issued 30 August 2013Please complete this form in a blue or black pen,

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What is optimum allocated annuity?

Optimum allocated annuity is a financial product that provides regular fixed payments to individuals during retirement.

Who is required to file optimum allocated annuity?

Individuals who have purchased an optimum allocated annuity are required to file it for tax purposes.

How to fill out optimum allocated annuity?

To fill out an optimum allocated annuity, individuals need to provide information about the annuity contract, payments received, and any tax withholdings.

What is the purpose of optimum allocated annuity?

The purpose of an optimum allocated annuity is to provide a steady income stream to retirees during their retirement years.

What information must be reported on optimum allocated annuity?

Information such as the annuity provider's name, payments received, and any tax deductions must be reported on the optimum allocated annuity.

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