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Hunter United Super Choice Fund Superannuation transfer request Instructions Use this form if you are transferring your Superannuation from another fund (OLD Fund) to your Hunter United Super Choice

How to fill out superannuation transfer request

How to fill out a superannuation transfer request:

1. Obtain the necessary transfer request form from your superannuation provider. This can typically be found on their website or by contacting their customer service.
2. Fill in your personal details accurately, including your full name, date of birth, and residential address. Make sure to provide any additional information that may be required, such as your Tax File Number (TFN).
3. Provide the details of your current superannuation account, including the name of the fund, your membership or account number, and the address of the fund. This information is crucial for the transfer process.
4. Indicate the destination fund where you want your superannuation balance transferred. Include the fund's name, account number, and address. Ensure that this fund accepts transfers from your current fund before completing this section.
5. Specify the amount or percentage you wish to transfer. You may transfer your entire superannuation balance or a specific portion of it. If you choose a percentage, calculate it correctly and double-check the accuracy.
6. Sign and date the transfer request form. Your signature serves as confirmation and consent for the transfer to occur.
7. Submit the completed form to your current superannuation provider. You may be required to mail it or submit it electronically through their online portal.
8. Keep a copy of the transfer request form and any correspondence related to the transfer for your records.

Who needs a superannuation transfer request?

1. Individuals who wish to consolidate their superannuation accounts may need a transfer request. This is particularly useful for those who have changed jobs multiple times and accumulated superannuation in various funds.
2. People who want to transfer their superannuation balance from one fund to a different fund may require a transfer request.
3. Members who are unsatisfied with the performance or fees of their current superannuation fund may need to initiate a transfer to a more suitable fund.

It's essential to consult with your financial advisor or superannuation provider to ensure that a transfer request is appropriate for your specific circumstances.

For pdfFiller’s FAQs

What is superannuation transfer request?

A superannuation transfer request is a request to transfer funds from one superannuation account to another.

Who is required to file superannuation transfer request?

Individuals who want to consolidate their superannuation accounts or move their funds to a different superannuation provider are required to file a superannuation transfer request.

How to fill out superannuation transfer request?

To fill out a superannuation transfer request, individuals need to contact their superannuation provider and follow their specific process for requesting a transfer.

What is the purpose of superannuation transfer request?

The purpose of a superannuation transfer request is to allow individuals to manage their superannuation funds more effectively and efficiently.

What information must be reported on superannuation transfer request?

The superannuation transfer request typically requires information such as the individual's personal details, current superannuation account details, and the details of the receiving superannuation account.

How can I send superannuation transfer request to be eSigned by others?

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