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Contribution splitting ESB Super and West State Super What is contribution splitting? Contribution splitting is available for members of ESB Super and West State Super, and allows you to split some

How to fill out contribution splitting fact sheet

How to fill out contribution splitting fact sheet

1. To fill out the contribution splitting fact sheet, follow these steps:
2. Start by providing your personal information, such as your name, address, and contact details.
3. Specify the type of account for which you are requesting contribution splitting.
4. Indicate the percentage or dollar amount you wish to allocate for contribution splitting.
5. Provide the necessary details of the person to whom you want to split your contributions, including their name, address, and relationship to you.
6. Sign and date the fact sheet to acknowledge your request.
7. Submit the completed fact sheet to the relevant authority or organization responsible for managing contributions.
8. Keep a copy of the fact sheet for your records.

Who needs contribution splitting fact sheet?

1. The contribution splitting fact sheet is typically required by individuals who want to allocate a portion of their contributions to another person. This can be applicable in cases of spousal contributions, where one spouse wants to split their superannuation contributions with their partner.
2. It may also be needed by individuals who want to split their contributions with a nominated beneficiary or dependents.
3. It is important to consult with the relevant authority or organization to determine if the contribution splitting fact sheet is required in your specific situation.

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What is contribution splitting fact sheet?

Contribution splitting fact sheet is a document that allows married couples to divide their retirement contributions between each other's super accounts.

Who is required to file contribution splitting fact sheet?

Married couples who want to split their retirement contributions are required to file contribution splitting fact sheet.

How to fill out contribution splitting fact sheet?

To fill out contribution splitting fact sheet, couples need to provide details such as their names, super account information, contribution amounts to be split, and signatures.

What is the purpose of contribution splitting fact sheet?

The purpose of contribution splitting fact sheet is to allow married couples to distribute their retirement savings in a way that suits their financial goals.

What information must be reported on contribution splitting fact sheet?

Information such as names of the couple, super account details, contribution amounts, and signatures must be reported on contribution splitting fact sheet.