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PERPETUAL SELECT PENSION PLAN Your Pension Plan accountIMPORTANT NOTES The information in this document forms part of Product Disclosure Statement issue number 10 dated 1 October 2020 (PDS) for Perpetual
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01
Log in to your pension account online.
02
Locate the section for selecting a pension plan or pension account.
03
Follow the prompts to choose the desired pension plan or account.
04
Review and confirm your selection before submitting.

Who needs pl016263064select pension plan-pension acc?

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Individuals who are participating in an employer-sponsored pension plan.
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Those who are self-employed and are setting up their own pension account.
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pl016263064select pension plan-pension acc is a form used to select a specific pension plan and pension account for retirement savings.
Individuals who are enrolled in an employer-sponsored pension plan or who have a personal pension account are required to file pl016263064select pension plan-pension acc form.
To fill out pl016263064select pension plan-pension acc form, one must provide personal information, select a pension plan option, and designate a specific pension account for contributions.
The purpose of pl016263064select pension plan-pension acc is to enable individuals to select and manage their pension plan and account for retirement savings.
Information such as name, address, Social Security number, employer information, selected pension plan option, and designated pension account details must be reported on pl016263064select pension plan-pension acc form.
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