Get the free Superannuation rollover form - Suncorp
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Superannuation Rollover
Information bookletWhen to use this form?
You can use this form to:
transfer money into your Suncorp Super
account
request a search for lost superpower to do this online?
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How to fill out superannuation rollover form
How to fill out superannuation rollover form
01
Obtain a copy of the superannuation rollover form from your superannuation provider.
02
Fill in your personal details, including your full name, address, and contact information.
03
Provide your existing superannuation account details, including the account name and number.
04
Specify the amount you wish to rollover from your existing superannuation account.
05
Indicate the destination superannuation fund where you want the rollover to be transferred.
06
If necessary, provide any additional information or instructions as requested on the form.
07
Sign and date the form to complete the process.
08
Submit the filled-out form to your superannuation provider either electronically or by mail.
Who needs superannuation rollover form?
01
Anyone who wants to consolidate their superannuation accounts by transferring funds from one superannuation fund to another may need a superannuation rollover form.
02
Individuals who change jobs and want to rollover their superannuation balance from their previous employer's fund to their new fund may also require this form.
03
Additionally, individuals who want to rollover their superannuation funds into a self-managed superannuation fund (SMSF) will need to complete a rollover form.
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What is superannuation rollover form?
Superannuation rollover form is a document used to transfer superannuation funds from one account to another.
Who is required to file superannuation rollover form?
Individuals who want to transfer their superannuation funds from one account to another are required to file the superannuation rollover form.
How to fill out superannuation rollover form?
To fill out the superannuation rollover form, you need to provide details of the superannuation accounts involved and indicate the amount to be transferred.
What is the purpose of superannuation rollover form?
The purpose of the superannuation rollover form is to facilitate the transfer of superannuation funds between accounts.
What information must be reported on superannuation rollover form?
The superannuation rollover form must include details of the accounts involved, the amount to be transferred, and any relevant member information.
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