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ENDURING ROLLOVER AUTHORITY REQUEST Diverse Trustees Limited (Trustee) ABN 49 006 421 638, ADSL 235153, RSE L0000635 Protect Super Plan, comprised of: Protect Super Plan, a division of Consumer ABN
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How to fill out enduring rollover authority request

01
Obtain and review the enduring rollover authority request form from the appropriate financial institution or service provider.
02
Fill out the required personal information such as name, address, contact details, and account information.
03
Specify the duration and frequency of the rollovers to be authorized.
04
Sign and date the form, acknowledging your consent to the terms and conditions of the enduring rollover authority request.
05
Submit the completed form to the financial institution or service provider for processing.

Who needs enduring rollover authority request?

01
Individuals who wish to automate the process of rolling over funds from one retirement account to another on a recurring basis.
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Enduring rollover authority request is a formal request submitted to authorize the transfer of retirement funds from one account to another without triggering tax consequences.
Individuals who wish to transfer retirement funds from one account to another without incurring taxes are required to file enduring rollover authority request.
You can fill out enduring rollover authority request by providing information about the accounts involved, the amount to be transferred, and any other requested details.
The purpose of enduring rollover authority request is to facilitate the tax-free transfer of retirement funds between accounts.
The enduring rollover authority request must include details about the accounts involved, the amount to be transferred, and any other requested information.
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