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Life Insurance Aditya Barley Sun Life Insurance Company Ltd. SUPERANNUATION CLAIM FORM (To be completed by the Group Policyholder on Retirement/Voluntary Retirement/Death/Resignation/Termination of
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How to fill out superannuation claim form

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How to fill out superannuation claim form

01
Obtain a superannuation claim form either online or from your superannuation fund.
02
Fill out your personal details such as name, address, date of birth, and contact information.
03
Provide details of your superannuation account including account number and fund name.
04
Specify the reason for claiming your superannuation such as retirement, disability, or financial hardship.
05
Attach any necessary supporting documents such as identification, medical certificates, or financial statements.
06
Review the completed form for accuracy and sign and date it before submission.

Who needs superannuation claim form?

01
Anyone who is eligible to access their superannuation funds such as retirees, individuals with a permanent disability, or those experiencing financial hardship.
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Superannuation claim form is a document used to request the release of funds held in a superannuation account.
Anyone who wishes to access funds from their superannuation account is required to file a superannuation claim form.
Superannuation claim forms can typically be filled out online or by contacting the superannuation provider directly.
The purpose of a superannuation claim form is to request the release of funds from a superannuation account.
Information such as personal details, account information, and the amount of funds to be released must be reported on a superannuation claim form.
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