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Request for rollover of whole balance of super benefits between funds When to use this formTransfers to selfmanaged super funds (SMSFs)Complete this form to request the rollover (or transfer) of the

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What is receiving member rollover requests?

Receiving member rollover requests refer to the process whereby a financial institution or organization accepts funds from one account to transfer them to another individual or institution during a rollover of an investment or retirement account.

Who is required to file receiving member rollover requests?

Typically, account holders or participants who wish to transfer their funds from one retirement plan or investment account to another are required to file receiving member rollover requests.

How to fill out receiving member rollover requests?

To fill out receiving member rollover requests, individuals need to provide details such as their personal information, account numbers, the amount being rolled over, and signature authorization, ensuring all relevant forms are completed according to the financial institution's guidelines.

What is the purpose of receiving member rollover requests?

The purpose of receiving member rollover requests is to facilitate the transfer of retirement funds or investments between accounts while ensuring compliance with tax regulations and preserving the tax-advantaged status of the funds.

What information must be reported on receiving member rollover requests?

On receiving member rollover requests, individuals must report personal details like their name and address, the account numbers involved, the rollover amount, and any applicable signatures or authorizations.

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