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Advance Retirement Suite Super/Pension Contribution/Rollover Remittance Advice Trustee: BT Funds Management Ltd (RTFM) ABN 63 002 916 458 ADSL 233724GUIDE TO COMPLETING THIS FORM1.ACCOUNT DETAILS
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To fill out a contribution rollover remittance advice, follow these steps: 1. Gather all the necessary information, including the name and address of the rollover recipient, the account number, and the amount of the contribution rollover.
02
Fill out the payer information section, providing your name, address, and contact details.
03
Enter the details of the rollover contribution, including the account type, account number, and the contribution amount.
04
Verify all the information for accuracy and make any necessary corrections.
05
Sign and date the remittance advice to confirm the submission.
06
Send the completed remittance advice along with any required supporting documentation to the designated recipient.

Who needs contributionrollover remittance advice?

01
Contribution rollover remittance advice is typically needed by individuals or organizations who are making contributions to another account through a rollover process.
02
This can include individuals rolling over their retirement funds from one account to another, employers facilitating rollover contributions for their employees, or financial institutions processing contribution rollovers on behalf of their clients.
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Contribution rollover remittance advice is a document that provides detailed information about retirement account contributions that are being rolled over from one account to another, ensuring that all parties involved are aware of the transaction.
Individuals or entities transferring retirement assets or funds from one retirement account to another are required to file contribution rollover remittance advice.
To fill out contribution rollover remittance advice, provide details such as the participant's personal information, account numbers, amounts being rolled over, the type of accounts involved, and signatures as required by relevant regulations.
The purpose of contribution rollover remittance advice is to document and inform all parties about the specifics of the rollover transaction, ensuring compliance with tax regulations and proper accounting for retirement funds.
The information that must be reported includes the names and addresses of the account holders, account numbers, the amount being rolled over, the type of accounts involved, and the date of the transaction.
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