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Rollover Fund and Rollover Bond CHANGE OF DETAILS Form may lodge this form by posting to: AIR Australia GPO Box 3306 SYDNEY NSW 2001Section 1 Personal details Indicate your product type RF ROB Policy
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The new rollover forms required are specific documents needed for reporting the transfer of retirement assets from one account to another.
Individuals who have completed a rollover of their retirement accounts and plan sponsors or administrators managing these accounts are required to file the new rollover forms.
To fill out the new rollover forms, you must provide personal information, details about the accounts involved in the rollover, and specify the amount being transferred.
The purpose of the new rollover forms is to ensure accurate reporting of rollovers to tax authorities and help prevent tax penalties associated with improper handling of retirement funds.
The information that must be reported includes the account holder's details, account numbers, the amounts rolled over, and the dates of the transactions.
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