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Choice of fund election form
Please use this form to notify your employer of your choice of superannuation fund. If you need help
For assistance call ANZ Staff Super on 1800 000 086, or go to anzstaffsuper.com.
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How to fill out choice of fund election
How to fill out choice of fund election
01
Obtain the choice of fund election form from your employer or plan administrator.
02
Review the available fund options and consider your investment goals and risk tolerance.
03
Select the fund(s) you want to allocate your contributions to by indicating the percentage or dollar amount for each fund.
04
Complete any additional required information on the form, such as your name, employee ID, and signature.
05
Submit the completed form to your employer or plan administrator by the specified deadline.
Who needs choice of fund election?
01
Employees who are enrolled in a retirement plan that offers a choice of fund election option.
02
Individuals who want to customize their investment portfolio within their retirement account.
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What is choice of fund election?
Choice of fund election refers to the process by which employees can choose their superannuation fund or retirement savings account to receive their contributions from their employer.
Who is required to file choice of fund election?
Typically, all employees who are eligible for superannuation contributions are required to file a choice of fund election, especially when they are starting a new job or changing employers.
How to fill out choice of fund election?
To fill out a choice of fund election, an employee must complete a standard form provided by their employer, where they specify their chosen superannuation fund, along with providing necessary personal details.
What is the purpose of choice of fund election?
The purpose of choice of fund election is to give employees the ability to choose where their superannuation contributions are directed, allowing for personal preference in fund management and investment options.
What information must be reported on choice of fund election?
The choice of fund election must include the employee's name, address, tax file number, the details of the chosen superannuation fund, and any other relevant personal information.
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