Get the free Contribution Splitting form - Catholic Super
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CATHOLIC SUPER Contributions splitting application Address: GPO Box 180 Melbourne VIC 3001 Phone: 1300 655 002 Fax: (03) 9934 3465 Email: info csf.com.AU Internet: www.csf.com.au Please use BLOCK
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How to fill out contribution splitting form
How to fill out a contribution splitting form:
01
Start by obtaining the contribution splitting form from your pension provider or employer. This form may also be available online on the provider's website or through a government portal.
02
Carefully read the instructions provided with the form to ensure you understand the purpose and requirements of the contribution splitting process.
03
Begin filling out the form by providing your personal information, including your full name, address, date of birth, and contact details. Make sure to provide accurate and up-to-date information to avoid any potential issues or delays.
04
Next, enter the details of the pension scheme or plan for which the contribution splitting is being requested. This includes the name of the scheme or plan, the scheme or plan reference number, and any other relevant identification or account numbers.
05
Specify the period for which you wish to split the contributions. This may involve indicating specific dates or providing the duration in terms of years or months.
06
Determine the percentage or amount of the contributions you intend to split. This could involve allocating a specific percentage or a fixed monetary value for each contribution.
07
If applicable, indicate the recipient or recipients to whom the contributions will be split. This may involve providing their names, addresses, and any other required details.
08
Read through the completed form thoroughly to ensure accuracy and completeness. Double-check all the provided information and make any necessary corrections or additions.
09
Sign and date the form in the designated area, certifying that all the information provided is true and accurate to the best of your knowledge.
10
Keep a copy of the completed form for your records and submit the original form to your pension provider or employer as per their instructions.
Who needs a contribution splitting form:
01
Individuals who wish to split their pension contributions with their spouse or ex-spouse to divide retirement savings.
02
Those looking to ensure equitable distribution of pension benefits in cases of divorce or separation.
03
Individuals nearing retirement and planning to allocate a portion of their contributions to a different pension scheme or plan for better diversification or other financial planning reasons.
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What is contribution splitting form?
Contribution splitting form is a form used to divide pension contributions between a married or common-law couple.
Who is required to file contribution splitting form?
Married or common-law couples who want to split their pension contributions are required to file contribution splitting form.
How to fill out contribution splitting form?
Contribution splitting form can be filled out online or by mail, following the instructions provided by the pension plan administrator.
What is the purpose of contribution splitting form?
The purpose of contribution splitting form is to allow pension plan members to split their pension contributions with their spouse or common-law partner for tax purposes.
What information must be reported on contribution splitting form?
On contribution splitting form, individuals must report their personal information, the amount to be split, and the spouse or common-law partner's information.
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