Get the free EARLY RELEASE OF SUPER DUE TO PERMANENT INCAPACITY

Issued 4 March 2020 Fund ABN 32 367 272 075 | USI 32 367 272 075 151ROLLOVER FORMComplete this form if you are a member of Grosvenor Pixie Super and wish to roll over money from another super fund

How to fill out early release of super

How to fill out early release of super

1. To fill out the early release of super, follow these steps:
2. Obtain the early release of superannuation form from your superannuation fund. This form is also available on the Australian Taxation Office (ATO) website.
3. Fill out the personal information section, including your name, address, and contact details.
4. Provide your Tax File Number (TFN) and your superannuation fund member number.
5. Choose the reason for early release of super. Common reasons include financial hardship, compassionate grounds, or permanent incapacity.
6. Submit supporting documentation to prove your eligibility for early release of super. This may include medical certificates, financial statements, or other relevant documents.
7. Sign and date the form.
8. Send the completed form and supporting documents to your superannuation fund for processing.
9. Wait for the fund to review your application and make a decision. They will notify you of the outcome.
10. Note: It is advisable to seek professional financial advice before applying for early release of super to understand the potential impact on your retirement savings and eligibility criteria.

Who needs early release of super?

1. The following individuals may be eligible for early release of superannuation:
2. - Individuals experiencing severe financial hardship and unable to meet their immediate living expenses.
3. - Individuals who require funds for medical treatment or medical expenses not covered by insurance.
4. - Individuals undergoing terminal illness treatment or caring for a terminally ill dependant.
5. - Individuals with permanent incapacity to work due to physical or mental health conditions.
6. - Individuals impacted by COVID-19 as per the Australian Government’s temporary early release of super measure.
7. It is important to note that eligibility criteria and specific circumstances may vary, and it is recommended to consult with a financial advisor or the Australian Taxation Office (ATO) for personalized advice.

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What is early release of super?

Early release of super is a process where individuals can access their superannuation funds before retirement age, under specific circumstances.

Who is required to file early release of super?

Individuals who meet the criteria for early release of super, such as severe financial hardship or compassionate grounds, are required to file for early release of super.

How to fill out early release of super?

To fill out early release of super, individuals need to submit the necessary forms and documentation to their superannuation fund or the Australian Taxation Office.

What is the purpose of early release of super?

The purpose of early release of super is to provide individuals with access to their superannuation funds in times of financial hardship or for specific compassionate reasons.

What information must be reported on early release of super?

The information that must be reported on early release of super includes personal details, reasons for early release, supporting documentation, and financial information.