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Transition to retirement pension applicationMember details Member/Employee Number First NameMiddle Nettle: Mr/Mrs/Miss/Ms/Other (circle whichever applies)Surname Date of Birthrate Address Post Code Postal

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What is transition to retirement pension?

Transition to retirement pension is a strategy that allows individuals who have reached their preservation age to access a portion of their superannuation benefits while continuing to work.

Who is required to file transition to retirement pension?

Individuals who have reached their preservation age and wish to access their superannuation benefits while still working are required to file for transition to retirement pension.

How to fill out transition to retirement pension?

To fill out transition to retirement pension, individuals must consult with their superannuation fund provider and submit the required forms and documentation.

What is the purpose of transition to retirement pension?

The purpose of transition to retirement pension is to provide individuals with a flexible way to access their superannuation benefits while transitioning into retirement.

What information must be reported on transition to retirement pension?

Information such as the individual's preservation age, superannuation balance, and desired level of income must be reported on transition to retirement pension.

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