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AON ELIGIBLE ROLLOVER Fundraiser to Kiwi Saver scheme account Commonwealth of Australia statutory declaration If you are requesting the transfer of your Aon Eligible Rollover Fund benefit to a Kiwi
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How to fill out aon eligible rollover fund

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How to fill out aon eligible rollover fund

01
To fill out an AON Eligible Rollover Fund (ERF), follow these steps:
02
Obtain the necessary forms from the AON Eligible Rollover Fund provider.
03
Provide personal information such as your name, contact details, and tax file number.
04
Complete the beneficiary nomination section if applicable.
05
Provide details of your existing superannuation account(s) that you want to rollover into the AON ERF.
06
Review and double-check all the information provided.
07
Sign and date the form.
08
Submit the completed form to the AON Eligible Rollover Fund provider either by mail, fax, or online submission if available.
09
Keep a copy of the completed form for your records.
10
Await confirmation from the AON ERF provider regarding the rollover process.

Who needs aon eligible rollover fund?

01
Individuals who have accumulated superannuation funds through various employers over their working life may need an AON Eligible Rollover Fund.
02
This can include individuals who have changed jobs frequently and have multiple superannuation accounts spread across different funds.
03
Consolidating these funds into an AON ERF can help simplify management, reduce fees, and provide greater control over their superannuation savings.
04
Therefore, anyone looking to consolidate and manage their superannuation funds effectively would benefit from having an AON Eligible Rollover Fund.
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An eligible rollover fund is a superannuation fund that holds super benefits that have been rolled over from other super funds.
Superannuation funds and trustees are required to file an eligible rollover fund.
To fill out an eligible rollover fund, relevant information such as member details, contributions, investments, and rollovers must be reported.
The purpose of an eligible rollover fund is to consolidate and manage superannuation benefits rolled over from other funds for the member's retirement savings.
Information such as member's personal details, contributions, investments, and rollovers must be reported on an eligible rollover fund.
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