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Form 13
ATO Rollover Initiation RequestFormPage 1 of 413Who should use this form?
This form is for members who wish to apply to rollover super benefits from
other Australian Superannuation funds into
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How to fill out ato rollover initiation request
How to fill out ato rollover initiation request
01
To fill out an ATO rollover initiation request, follow these steps:
02
Obtain the necessary forms from the ATO website or your superannuation fund.
03
Provide your personal information, including your full name, date of birth, and tax file number.
04
Provide details of your existing superannuation fund, such as the name of the fund and your account number.
05
Specify the amount you wish to rollover and any specific instructions for the rollover.
06
Sign and date the request form.
07
Submit the completed form to your superannuation fund or directly to the ATO, as instructed.
Who needs ato rollover initiation request?
01
Anyone who wants to transfer their superannuation balance from one fund to another can submit an ATO rollover initiation request. This may be necessary if you change jobs, want to consolidate multiple super accounts, or have other reasons for moving your superannuation savings.
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What is ato rollover initiation request?
ATO rollover initiation request is a form that allows individuals to transfer funds from one superannuation account to another.
Who is required to file ato rollover initiation request?
Individuals who want to transfer their superannuation funds from one account to another are required to file an ATO rollover initiation request.
How to fill out ato rollover initiation request?
To fill out an ATO rollover initiation request, individuals need to provide their personal details, superannuation account information, and the details of the receiving superannuation account.
What is the purpose of ato rollover initiation request?
The purpose of an ATO rollover initiation request is to facilitate the transfer of superannuation funds between accounts for individuals.
What information must be reported on ato rollover initiation request?
The information reported on an ATO rollover initiation request includes personal details, superannuation account details, and the details of the receiving superannuation account.
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