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Request to transfer superannuation benefits between Resolution Life funds Information sheet When to use this formChecklistThis form can be used to request a search for other super funds between your
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How to fill out request to transfer superannuation

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How to fill out request to transfer superannuation

01
Obtain the necessary forms from your superannuation fund or the receiving superannuation fund.
02
Fill out your personal details including your full name, address, date of birth, and member number.
03
Provide details of the superannuation funds involved in the transfer, including their names and addresses.
04
Specify the amount you wish to transfer and indicate whether you want to transfer the full balance or a specific portion.
05
Sign and date the request form before submitting it to the appropriate superannuation fund.

Who needs request to transfer superannuation?

01
Any individual who wishes to consolidate their superannuation accounts or move their superannuation savings from one fund to another.
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Request to transfer superannuation is a formal application submitted to move superannuation funds from one account to another.
Individuals who want to transfer their superannuation funds from one account to another are required to file the request.
The request to transfer superannuation can usually be filled out online or by contacting the respective superannuation fund provider.
The purpose of the request is to facilitate the transfer of retirement savings from one account to another without tax consequences.
The request typically requires information such as account details, personal information, and details of the transfer request.
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