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Date of issue: 1 January 2020Member guide:Flexible Rollover
Product
SUPER Product disclosure
statementContents1. About Flexible Rollover Product1. About the Supers Flexible Rollover Product32. How
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How to fill out flexible rollover
How to fill out flexible rollover
01
To fill out a flexible rollover, you need to follow these steps:
02
Collect all the necessary information about your current retirement account.
03
Contact the new retirement account provider and request their rollover form.
04
Fill out the rollover form, providing accurate details about your current retirement account.
05
Attach any required documentation, such as your most recent account statement.
06
Double-check all the information you have provided to ensure accuracy.
07
Submit the completed form and any supporting documents to the new retirement account provider.
08
Follow up with the provider to ensure the rollover process is completed successfully.
09
Keep copies of all the documentation for your records.
Who needs flexible rollover?
01
Flexible rollover is needed by individuals who want to transfer funds from one retirement account to another without incurring tax penalties.
02
It is useful for individuals who are changing jobs or retiring and wish to consolidate their retirement savings into a new account.
03
People who want to take advantage of better investment opportunities or lower fees offered by a different retirement account provider also benefit from flexible rollover.
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What is flexible rollover?
Flexible rollover refers to the process of transferring funds from one retirement account to another without triggering a taxable event.
Who is required to file flexible rollover?
Individuals who are moving funds from one retirement account to another are required to file flexible rollover.
How to fill out flexible rollover?
To fill out a flexible rollover, individuals must complete the necessary paperwork provided by the financial institution managing the retirement accounts.
What is the purpose of flexible rollover?
The purpose of flexible rollover is to allow individuals to move funds between retirement accounts without incurring taxes or penalties.
What information must be reported on flexible rollover?
Information such as the amount of funds transferred, the account numbers of the transferring and receiving accounts, and the date of the transfer must be reported on flexible rollover.
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