Get the free Spouse contribution splitting request. Use this form to split certain contributions ...
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Spouse contribution splitting terms and conditions Macquarie WrapMacquarie Investment Management Limited ABN 66 002 867 003 AFSL 237492 RSEL L0001281 Macquarie Superannuation Plan ABN 65 508 799 106
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How to fill out spouse contribution splitting request
How to fill out spouse contribution splitting request
01
Obtain the spouse contribution splitting request form from your retirement savings plan administrator.
02
Fill out your personal information and your spouse's personal information on the form.
03
Indicate the amount or percentage of your contributions that you would like to split with your spouse.
04
Sign and date the form, making sure that your spouse also signs and dates if required.
05
Submit the completed form to your retirement savings plan administrator for processing.
Who needs spouse contribution splitting request?
01
Married individuals who want to split their retirement savings contributions with their spouse.
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What is spouse contribution splitting request?
Spouse contribution splitting request is a form submitted to split contributions to retirement accounts between spouses for tax purposes.
Who is required to file spouse contribution splitting request?
Both spouses are required to file spouse contribution splitting request if they want to split contributions to retirement accounts.
How to fill out spouse contribution splitting request?
Spouse contribution splitting request can be filled out by providing information about the contributions made to retirement accounts by each spouse.
What is the purpose of spouse contribution splitting request?
The purpose of spouse contribution splitting request is to allocate contributions to retirement accounts in a way that maximizes tax benefits for both spouses.
What information must be reported on spouse contribution splitting request?
Information such as the amount of contributions made to retirement accounts by each spouse and the desired allocation between spouses must be reported on spouse contribution splitting request.
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