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Consolidate my Super REQUEST TO TRANSFER WHOLE BALANCE OF SUPERANNUATION BENEFITS FROM SUPER RETIREMENT FUND LIFE & PRU Use this form to consolidate your super accounts. USE BLACK OR BLUE PEN AND
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How to fill out consolidate your super
How to fill out consolidate your super
01
To consolidate your super, follow these steps:
02
Log in to your super fund's website or contact their customer service.
03
Provide your personal details and request to consolidate your super.
04
Your super fund will guide you through the process and may require some additional information.
05
Once the consolidation is complete, the funds from your multiple super accounts will be transferred to your chosen super fund.
06
Review your consolidated super account periodically to ensure it remains suitable for your needs.
Who needs consolidate your super?
01
Consolidating your super is beneficial for individuals who:
02
- Have multiple super accounts with different providers.
03
- Want to avoid paying multiple account fees and charges.
04
- Wish to simplify the management of their super and have a clearer picture of their retirement savings.
05
- Seek to take advantage of potential benefits offered by their chosen super fund, such as lower fees or better investment options.
06
- Are planning to retire or access their super in the near future and want to have a consolidated amount to work with.
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What is consolidate your super?
Consolidate your super is a process of combining multiple superannuation accounts into one to make it easier to manage and potentially save on fees.
Who is required to file consolidate your super?
Individuals with multiple superannuation accounts are encouraged to file consolidate your super to simplify their accounts.
How to fill out consolidate your super?
To fill out consolidate your super, you will need to gather information on all your existing superannuation accounts and complete the consolidation form provided by your chosen superannuation fund.
What is the purpose of consolidate your super?
The purpose of consolidate your super is to simplify and streamline your superannuation accounts, potentially reducing fees and making it easier to track your retirement savings.
What information must be reported on consolidate your super?
When filing consolidate your super, you will need to report details of your existing superannuation accounts, including the fund names, account numbers, and balances.
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