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BT Retirement Selection Personal Super Plan Request to Transfer Form issued 1 July 2013 BT Funds Management Limited ABN 63 002 916 458 ADSL 233724 RSE L0001090 (Trustee) is the trustee of BT Retirement
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How to Fill Out BT Retirement Selection Personal:

01
Start by gathering all the necessary documents and information, such as your banking details, tax file number, and any relevant identification documents.
02
Access the BT Retirement Selection Personal form either online or through a physical copy.
03
Begin by filling out your personal details, including your full name, address, contact information, and date of birth.
04
Provide your tax file number if applicable and any other relevant tax information.
05
Fill in your employment details, including your current occupation and employer information.
06
Next, indicate the amount you wish to contribute to your retirement savings account and how often you plan to make contributions.
07
Select your investment options by considering your risk tolerance, investment goals, and time horizon. BT offers a variety of investment choices, such as diversified funds, sector-specific funds, and ethical funds.
08
If you have any existing superannuation accounts, provide details about these accounts and whether you wish to transfer them to your BT Retirement Selection Personal account.
09
Review all the information you have filled in and ensure its accuracy.
10
Sign and submit the form as instructed, either online or through the designated mailing address.

Who needs BT Retirement Selection Personal:

01
Individuals who are looking to proactively save for their retirement.
02
Employees who want more control over their retirement savings and investment decisions.
03
Individuals who want to consolidate their existing superannuation accounts into one account for easier management.
04
Those seeking a range of investment options to suit their risk appetite and financial goals.
05
Anyone planning for a comfortable and financially secure retirement.
Remember, it is always recommended to seek professional financial advice before making any decisions regarding your retirement savings and investments.
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BT Retirement Selection Personal is a retirement savings plan offered by BT which allows individuals to save for their retirement.
Individuals who are eligible to participate in the BT Retirement Selection Personal plan are required to file it.
To fill out BT Retirement Selection Personal, individuals need to provide personal and financial information as required by the plan.
The purpose of BT Retirement Selection Personal is to help individuals save and invest for their retirement.
Information such as personal details, financial status, investment choices, and contribution amounts must be reported on BT Retirement Selection Personal.
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