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Pension guide5 March 2023Jonathan Spirit Super memberPostal address GPO Box 1547 Hobart TAS 7001For information about the performance of an investment option or other changes, see spiritsuper.com.AU.
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01
Gather all necessary personal information such as social security number, date of birth, address, and employment history.
02
Contact your employer or HR department to obtain information about the pension plan options available to you.
03
Read through the pension guide thoroughly to understand the eligibility requirements, benefits, and options for taking distributions.
04
Fill out the required forms accurately and completely, double-checking all information before submitting.
05
Submit the completed forms to the appropriate party, whether it be your employer or the pension plan administrator.
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Who needs pension guide this contains?

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Employees who are eligible for a pension plan through their employer.
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The pension guide contains information on retirement plans and benefits.
Employers offering retirement plans are required to file the pension guide.
The pension guide can be filled out electronically or by mail following the instructions provided.
The purpose of the pension guide is to report information on retirement plans to the relevant authorities.
Information such as the number of participants, contributions, and plan details must be reported on the pension guide.
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