Get the free Contribution Splitting Application Form

Contribution Splitting Application Form Use this form if you wish to split your superannuation contributions with your spouse. Your spouse does not have to be a member of Russell to receive your contributions.

How to fill out contribution splitting application form

Point by point guide to filling out a contribution splitting application form and identifying who needs this form:

How to fill out a contribution splitting application form:

1. Start by obtaining the correct form from the appropriate source. This could be your pension provider, employer, or government agency responsible for pensions.
2. Carefully read the instructions and guidelines provided with the application form to ensure you understand the requirements and necessary steps.
3. Begin filling out the form by providing your personal information, such as your full name, address, contact details, and any identification numbers required.
4. Next, provide details about your current pension plan, such as the name of the plan, account number, and the amount of funds you wish to split.
5. If applicable, include information about your spouse or ex-spouse, including their full name, address, and any necessary identification details.
6. Indicate the percentage or specific amount of funds you wish to split with your spouse or ex-spouse.
7. Sign and date the form, ensuring you follow any additional instructions regarding witnesses or required documentation.
8. Make copies of the completed form for your records and submit the original form to the designated recipient, whether it is your employer, pension provider, or relevant government agency.

Who needs a contribution splitting application form:

1. Individuals who are currently married, in a civil partnership, or have a legally recognized spouse are typically required to consider a contribution splitting application form.
2. Those who wish to divide their pension contributions or funds with their spouse or ex-spouse as part of a separation, divorce, or dissolution of a civil partnership may need to fill out this form.
3. It is always advisable to consult with a financial advisor or legal professional to determine if a contribution splitting application form is necessary in your specific circumstances, as the requirements can vary depending on jurisdiction and individual pension plans.

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