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CATHOLIC SUPER Pension Plan Change of Member Details Address: Level 1, 535 Burke Street Melbourne VIC 3000; PO Box 333, Collins Street West VIC 8007 Phone: 1300 730 327 Fax: (03) 9648 4720 Email:
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How to fill out pension - catholic super
How to fill out pension - catholic super?
01
Visit the Catholic Super website and go to the Pension section.
02
Click on the "Pension Application Form" to download it.
03
Fill out your personal information including your full name, address, and contact details.
04
Provide your Catholic Super membership number and your tax file number (TFN) for identification purposes.
05
Choose your pension options, such as the type of pension (e.g., account-based pension or transition-to-retirement pension) and the payment frequency (e.g., monthly or quarterly).
06
Specify the amount you wish to transfer from your Catholic Super accumulation account to fund your pension.
07
Indicate whether you want to make regular contributions to your pension from your bank account or via salary sacrifice.
08
Provide banking details for your pension payments, including the financial institution's name and your account number.
09
Nominate a beneficiary in case of your death and specify the percentages of the pension or lump sum they would receive.
10
Review the completed form carefully, ensuring all the information is correct and accurate.
11
Sign and date the form.
12
Submit the form via mail or electronically through the Catholic Super website.
Who needs pension - catholic super?
01
Any individual who is a member of the Catholic Super fund and wants to transition from the accumulation phase to the pension phase may need a pension - Catholic Super.
02
It is suitable for individuals who have reached the preservation age (between 55 and 60, depending on the birth year) and want to access their superannuation savings as regular income during retirement.
03
Pension - Catholic Super is also beneficial for those looking to supplement their retirement income from other sources, such as the Age Pension or personal savings.
04
It provides individuals with flexibility in choosing the payment frequency and the option to receive a lump sum or regular income payments.
05
The Catholic Super fund offers competitive investment options and a range of pension products to cater to different retirement needs.
06
It is ideal for Catholic individuals or those who prefer an ethical investment approach, as Catholic Super aligns its investments with Catholic values and principles.
07
Members who wish to enjoy the member benefits and services provided by Catholic Super, such as financial advice and educational resources, may also consider acquiring a pension - Catholic Super.
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What is pension - catholic super?
Pension - Catholic Super is a retirement savings plan specifically designed for employees affiliated with the Catholic Church.
Who is required to file pension - catholic super?
Employees affiliated with the Catholic Church are required to file for Pension - Catholic Super.
How to fill out pension - catholic super?
To fill out Pension - Catholic Super, employees must provide personal and employment information as well as details about their contributions and investment choices.
What is the purpose of pension - catholic super?
The purpose of Pension - Catholic Super is to help employees affiliated with the Catholic Church save for retirement and secure their financial future.
What information must be reported on pension - catholic super?
Information such as personal details, employment history, contribution amounts, and investment decisions must be reported on Pension - Catholic Super.
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