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PBC 02/19Preserved benefitMember contributions/transfer value claim1.×Explanatory notes 2.×Form Important information about this form What this form is for Before completing this benefit application
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How to fill out member contributionstransfer value claim

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How to fill out member contributionstransfer value claim

01
Obtain the member contributionstransfer value claim form from the relevant authority or organization.
02
Fill in the necessary personal details, such as name, address, contact information, and identification number.
03
Provide the required information about the member contributions being transferred, including the account details and amounts.
04
Attach any supporting documents that may be required, such as proof of membership, account statements, or transfer request forms.
05
Review the completed form and ensure all information is accurate and complete.
06
Sign and date the form.
07
Submit the filled-out member contributionstransfer value claim form along with any required documentation to the designated authority or organization.
08
Keep a copy of the submitted form and supporting documents for your records.
09
Follow up with the authority or organization if necessary to track the progress of your claim.
10
Await communication from the authority or organization regarding the outcome of your claim.

Who needs member contributionstransfer value claim?

01
Individuals who have made member contributions to a particular organization or pension scheme and wish to transfer the value of their contributions to another organization or scheme.
02
Employers or pension scheme administrators may also need to fill out member contributionstransfer value claim forms on behalf of their employees or scheme members who are requesting a transfer of contributions.
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Member contribution transfer value claim is a document that allows members to transfer their contributions from one account to another.
Members who wish to transfer their contributions from one account to another are required to file a member contribution transfer value claim.
To fill out a member contribution transfer value claim, members need to provide information about their current account, the account they want to transfer to, and the reasons for the transfer.
The purpose of member contribution transfer value claim is to allow members to manage and transfer their contributions in a convenient and efficient manner.
The information reported on member contribution transfer value claim includes details about the member's current account, the account they want to transfer to, and any relevant reasons for the transfer.
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