Get the free Enduring rollover authority (Form 24492RL)
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Elevate insuranceEnduring rollover authority
Information sheet
Use this form to request transfers or rollovers from another
super fund (transferring fund) to the National Mutual
Retirement Fund (NMR)
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How to fill out enduring rollover authority form
How to fill out enduring rollover authority form
01
Obtain the Enduring Rollover Authority form from the relevant investment provider or financial institution.
02
Fill in your personal details such as name, address, contact information, and date of birth.
03
Provide details of the existing superannuation account you wish to transfer funds from.
04
Nominate the receiving superannuation account where you want the funds to be rolled over to.
05
Sign and date the form, and ensure that any additional required documentation is attached.
06
Submit the completed form to the investment provider or financial institution for processing.
Who needs enduring rollover authority form?
01
Individuals who wish to transfer funds from one superannuation account to another can use the Enduring Rollover Authority form.
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What is enduring rollover authority form?
The enduring rollover authority form is a document that allows an individual to designate beneficiaries who will receive their retirement account assets upon their death.
Who is required to file enduring rollover authority form?
Individuals who have retirement accounts and wish to specify beneficiaries for those accounts are required to file the enduring rollover authority form.
How to fill out enduring rollover authority form?
To fill out the enduring rollover authority form, individuals must provide their personal information, details of the retirement account, and specify the beneficiaries and their relationship to the account holder.
What is the purpose of enduring rollover authority form?
The purpose of enduring rollover authority form is to ensure that the retirement account assets are transferred to the designated beneficiaries in the event of the account holder's death.
What information must be reported on enduring rollover authority form?
The enduring rollover authority form must include the account holder's personal information, details of the retirement account, and the names and relationship of the beneficiaries.
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