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Form Supers Lump SumSUPERANNUANTSAPPLICATION FOR PAYMENT IN RELATION TO A DECEASED MEMBERPlease complete all the details on this form in BLOCK LETTERS and return the signed original to Supers.1. Deceased
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01
To fill out the www.ato.gov.au/forms/super-lump-sum-pre-payment/superannuation lump sum pre-payment form, follow these steps:
02
Download the form from the official website of the Australian Taxation Office (ATO).
03
Read the instructions and guidelines carefully before starting to fill out the form.
04
Provide your personal details such as your full name, address, and tax file number (TFN).
05
Specify the superannuation fund you are associated with and provide your membership or account number.
06
Indicate the amount you wish to pre-pay as a lump sum and provide the payment details.
07
If applicable, provide any necessary supporting documentation or attachments as specified by the ATO.
08
Review the completed form to ensure all information is accurate and complete.
09
Submit the form to the ATO as instructed, either electronically or by mail.
10
Retain a copy of the filled-out form for your records.

Who needs wwwatogovauformssuper-lump-sum-pre-paymentsuperannuation lump sum pre-payment?

01
Individuals who wish to make a lump sum pre-payment towards their superannuation funds may need to fill out the www.ato.gov.au/forms/super-lump-sum-pre-payment/superannuation lump sum pre-payment form.
02
This form is typically required by individuals who want to make voluntary contributions to their superannuation above the set concessional or non-concessional contribution limits.
03
It is important to note that eligibility criteria and rules regarding pre-payment of superannuation may vary, and individuals should consult the ATO or a financial advisor for personalized advice.
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The superannuation lump sum pre-payment is a one-time payment made from a superannuation fund before retirement.
Individuals who have made a lump sum withdrawal from their superannuation fund.
The form can be filled out online or downloaded from the ATO website and submitted by mail.
The purpose of the pre-payment is to provide individuals with access to a portion of their superannuation funds before retirement.
Information such as the amount withdrawn, the superannuation fund details, and the reason for the withdrawal must be reported.
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