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Get the free Super Choice Fund Form (PDF 157 KB) - BT

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BT Classic Lifetime Flexible Pension Nomination of Beneficiaries BT Customer Relations 132 135 (8.00am6.30pm Mon Fri Sydney time)BT Funds Management No. 2 Limited (Trustee) ABN 22 000 727 659 ADSL
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How to fill out super choice fund form

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How to fill out super choice fund form

01
Obtain the super choice fund form from your employer or download it from the official website of your superannuation fund.
02
Read the instructions carefully before filling out the form.
03
Provide your personal details including your name, address, date of birth, and contact information.
04
Enter your Tax File Number (TFN) or provide a TFN exemption code.
05
Select your chosen superannuation fund by providing its name, ABN (Australian Business Number), and Unique Superannuation Identifier (USI).
06
Indicate your investment options and select whether you want to make additional super contributions.
07
Nominate your preferred beneficiaries in case of your death.
08
Sign and date the form, and ensure all required supporting documentation is attached.
09
Submit the completed form to your employer or directly to your superannuation fund.

Who needs super choice fund form?

01
Anyone who wishes to exercise choice regarding their superannuation fund needs the super choice fund form. This form is typically required by employees who are eligible to choose their own superannuation fund and want to select a fund other than the default option offered by their employer.
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The super choice fund form is a document used to choose the fund to which an employee's superannuation contributions will be paid.
Employees who are eligible to choose their superannuation fund are required to file the super choice fund form.
The super choice fund form can be filled out by providing personal details, selecting a superannuation fund, and signing the form.
The purpose of the super choice fund form is to allow employees to select the superannuation fund to which their contributions will be paid.
The super choice fund form requires information such as personal details, fund selection, and signature.
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