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Spouse Contribution Form ISSUED 13 JULY 2023 FUND ABN 45 960 194 277 | USI 45 960 194 277 020Complete this form if you wish to make a contribution to your spouses Verve Super account, then make a

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How to fill out personal and spouse contribution

01

Determine the contribution limits for both personal and spouse contributions.

02

Gather all necessary financial information such as income and deductions.

03

Fill out the contribution forms provided by the financial institution or employer.

04

Provide accurate information for both personal and spouse contributions.

05

Double-check all information before submitting the forms.

Who needs personal and spouse contribution?

01

Individuals who are contributing to retirement accounts such as IRAs or 401(k)s may need to fill out personal and spouse contributions.

02

Self-employed individuals who are making contributions to a SEP-IRA or Solo 401(k) also need to fill out personal and spouse contributions.

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What is personal and spouse contribution?

Personal and spouse contribution refers to the amount of money that an individual and their spouse contribute towards a specific investment or retirement account.

Who is required to file personal and spouse contribution?

Individuals who have a joint investment or retirement account with their spouse are required to file personal and spouse contribution.

How to fill out personal and spouse contribution?

Personal and spouse contribution can be filled out by providing the relevant information such as the amount contributed, the account details, and the signature of both individuals.

What is the purpose of personal and spouse contribution?

The purpose of personal and spouse contribution is to help individuals save for their future retirement or other investment goals.

What information must be reported on personal and spouse contribution?

Information such as the amount contributed, the account number, the names of both individuals, and the contribution date must be reported on personal and spouse contribution.

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