Get the free Spouse Contribution Advice Form - Intrust Super

EFFECTIVE FROM 01 JUNE 2017Spouse Contribution Advice assistance & inquiries: pH 132 467 Please send this completed form and check to: Entrust Super, GPO Box 1416, Brisbane QLD 4001Please write in

How to fill out spouse contribution advice form

How to fill out spouse contribution advice form

1. Start by obtaining the spouse contribution advice form from the appropriate institution or agency.
2. Read the instructions on the form carefully to understand the required information and documents.
3. Fill in your personal details, including your name, address, and contact information.
4. Provide details about your spouse, including their name, occupation, and income information.
5. Specify the contribution amount you wish to make towards your spouse's retirement account or investment plan.
6. Attach any supporting documents requested, such as proof of income or marriage certificate.
7. Review the completed form to ensure all information is accurate and complete.
8. Sign and date the form, acknowledging that the information provided is true and accurate.
9. Submit the filled-out spouse contribution advice form to the appropriate office or institution.
10. Keep a copy of the form for your records.

Who needs spouse contribution advice form?

1. Anyone who wishes to contribute to their spouse's retirement account or investment plan may need to fill out a spouse contribution advice form. This form allows individuals to specify the amount they want to contribute and provide necessary details about their spouse's account. It is commonly used in situations where one spouse wants to contribute to the other's superannuation or retirement savings, or when making financial arrangements during marriage or divorce proceedings.

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What is spouse contribution advice form?

The spouse contribution advice form is a document used to report the contributions made by a spouse to a retirement account on behalf of the other spouse.

Who is required to file spouse contribution advice form?

Both spouses are required to file the spouse contribution advice form if one spouse has made contributions to a retirement account on behalf of the other spouse.

How to fill out spouse contribution advice form?

The spouse contribution advice form must be filled out with details of the contributions made, including the amount contributed and the name of the retirement account.

What is the purpose of spouse contribution advice form?

The purpose of the spouse contribution advice form is to report and document contributions made to a retirement account by one spouse on behalf of the other spouse.

What information must be reported on spouse contribution advice form?

The spouse contribution advice form must include details of the contributions made, such as the amount contributed, the name of the retirement account, and the names of both spouses.