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Superannuation benefit transfer request Guaranteed Annuities Lifestream Guaranteed Income via Colonial First State FirstChoice Important information This form must be mailed to: Colonial First State,
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How to fill out superannuation benefit transfer request
How to fill out superannuation benefit transfer request
01
Obtain the superannuation benefit transfer request form from your superannuation fund or their website.
02
Fill out your personal details, including your name, date of birth, and contact information.
03
Provide your membership or account numbers for both the current and receiving superannuation funds.
04
Specify the amount you wish to transfer, whether it's the whole balance or a partial amount.
05
Sign and date the form to authorize the transfer.
06
Submit the completed form to your current superannuation fund, either by mail or online, as per their instructions.
07
Keep a copy of the form and any correspondence for your records.
Who needs superannuation benefit transfer request?
01
Individuals who have multiple superannuation accounts and want to consolidate their super.
02
Employees changing jobs who need to transfer their superannuation benefits to a new fund.
03
People who want to move their superannuation to a fund with better investment options or lower fees.
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What is superannuation benefit transfer request?
A superannuation benefit transfer request is a formal application made by an individual to transfer their accumulated superannuation funds from one super fund to another.
Who is required to file superannuation benefit transfer request?
Individuals who wish to transfer their superannuation benefits from their current super fund to a different fund are required to file a superannuation benefit transfer request.
How to fill out superannuation benefit transfer request?
To fill out a superannuation benefit transfer request, individuals need to complete the designated form provided by the receiving super fund, ensuring they provide all required personal details and information about the super fund they are transferring from.
What is the purpose of superannuation benefit transfer request?
The purpose of a superannuation benefit transfer request is to facilitate the process of moving superannuation funds between different superannuation funds, allowing individuals better control over their retirement savings.
What information must be reported on superannuation benefit transfer request?
The information that must be reported typically includes personal identification details, super fund membership numbers, the details of the funds being transferred, and any specific transfer amounts.
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