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ROLLOVER FORM This is the form you should fill out to rollover money from a previous super fund into your Grosvenor Pixie Super account. You should read the Product Disclosure Statement (PDS) for

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How to fill out rollover form

01

Gather all necessary information such as account details, current balance, and new custodian information.

02

Download the rollover form from the website of the current custodian or request a physical copy.

03

Fill out the form with accurate information including the amount to be rolled over, type of account, and signature.

04

Submit the completed form to the current custodian either online or through mail.

05

Wait for confirmation from the current custodian that the rollover has been processed.

Who needs rollover form?

01

Individuals who are looking to transfer funds from one retirement account to another without triggering a taxable event.

02

Anyone who is changing jobs and wants to roll over their 401(k) or other retirement account to a new custodian.

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What is rollover form?

Rollover form is a form used to transfer funds from one retirement account to another without incurring taxes.

Who is required to file rollover form?

Individuals who are transferring funds from one retirement account to another are required to file rollover form.

How to fill out rollover form?

To fill out rollover form, individuals need to provide information about the accounts involved in the transfer and follow the instructions provided on the form.

What is the purpose of rollover form?

The purpose of rollover form is to ensure a tax-free transfer of funds from one retirement account to another.

What information must be reported on rollover form?

Rollover form must include information about the accounts involved, the amount being transferred, and the reason for the transfer.

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