Get the free Transfer to AUSfund Form

Request for Whole Balance Transfers to AUS fund Under the Superannuation Industry (Supervision) Act 1993 Completing this form: NB: *Denotes mandatory field. If you don't complete mandatory fields,

How to fill out transfer to ausfund form

Who needs transfer to ausfund form?

1. Individuals who are currently a member of another superannuation fund and want to transfer their benefits to Ausfund.
2. Individuals who are retiring or changing jobs and want to consolidate their superannuation accounts by transferring their benefits to Ausfund.

How to fill out transfer to ausfund form:

1. Start by obtaining the transfer to Ausfund form. This form is typically available on the official website of Ausfund or can be obtained from their customer service department.
2. Read the instructions provided on the form carefully to understand the requirements and process.
3. Fill out the personal information section of the form accurately, including your full name, date of birth, and contact details. Ensure that the information matches the details in your existing superannuation account.
4. Provide details of your current superannuation fund, such as the name of the fund, account number, and any additional information required by Ausfund.
5. Specify the amount you want to transfer to Ausfund. This can be the full balance of your existing superannuation account or a specific portion of it. Double-check the accuracy of the amount entered.
6. If there are any specific instructions or requirements related to the transfer, such as requesting a partial rollover or keeping a portion of the funds in the existing fund, make sure to provide clear instructions on the form.
7. Sign and date the form to certify that the information provided is accurate and complete. Failure to sign the form may result in delays or rejection of the transfer request.
8. Make a copy of the completed form for your records before sending it to Ausfund. It is advisable to use registered mail or a secure online submission process to ensure the form reaches Ausfund safely.
9. Once Ausfund receives the form, they will process the transfer request. This may take some time, so it is recommended to keep track of the progress by contacting Ausfund's customer service or monitoring your superannuation accounts.
10. After the transfer is successfully completed, Ausfund will send you a confirmation letter or statement to confirm the receipt of the funds in your Ausfund account. Keep this document for future reference and to verify the accuracy of the transfer.

Note: It is essential to consult with a financial advisor or seek professional assistance if you have any doubts or complex circumstances regarding the transfer of your superannuation benefits.

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