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Combine Your Super Form Use this form to transfer your full or partial superannuation balance from another fund into your First Super account. Office Use Only: Member Number you are combining super
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How to fill out combine my superfull rollover

01
Step 1: Log in to your account where the superfull rollover form is located.
02
Step 2: Provide your personal information such as name, address, date of birth, and Social Security number.
03
Step 3: Indicate the amount of funds you would like to rollover into your super account.
04
Step 4: Choose the investment options for the rollover funds.
05
Step 5: Review the information provided and submit the form.
06
Step 6: Await confirmation of the superfull rollover transaction.

Who needs combine my superfull rollover?

01
Any individual who wants to consolidate their retirement savings from multiple sources into a single super account.
02
Individuals who are transitioning between jobs and want to rollover their retirement funds from their previous employer's retirement plan into their super account.
03
People who want to take advantage of the tax benefits and investment options offered by their super account.
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Combine my superfull rollover is a process that allows individuals to consolidate multiple superannuation accounts into a single account to simplify management and potentially reduce fees.
Individuals who have multiple superannuation accounts and wish to consolidate them into one account are required to file a combine my superfull rollover.
To fill out a combine my superfull rollover, you need to complete a rollover request form provided by your new fund and provide details of your existing super funds.
The purpose of a combine my superfull rollover is to streamline your superannuation management, reduce fees, and improve investment returns by consolidating accounts.
You must report information such as your personal details, the details of the super funds being consolidated, member numbers, and the amount to be rolled over.
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