Get the free Transfer Your Super Form - First Super

Transfer Your Super Form By completing this form, you will request the transfer of either the whole or partial balance of your superannuation benefits between funds. This form will NOT change the

How to fill out transfer your super form

How to fill out transfer your super form?

1. Gather necessary documents: Before filling out the transfer your super form, gather all the required documents such as your superannuation account statements, identification documents, and any other supporting paperwork.
2. Read the instructions: Carefully read the instructions provided with the transfer your super form. This will help you understand the requirements, deadlines, and any specific information you need to provide.
3. Fill in personal details: Start by filling in your personal details accurately. This includes your full name, date of birth, contact information, and your Tax File Number (TFN). Ensure that all the information provided is correct to avoid any complications.
4. Provide previous super fund details: Next, you will need to provide details of your previous super fund. This includes the name of the fund, Superannuation Product Identification Number (SPIN), Unique Superannuation Identifier (USI), and your account number. Double-check these details to ensure accuracy.
5. State your transfer options: Indicate the transfer options you prefer. You may choose to either transfer all your super funds or a specific amount. If you wish to keep your existing super account open, specify this preference as well.
6. Fill out beneficiary details: If you wish to nominate beneficiaries who will receive your super in the event of your death, provide their full names, dates of birth, and their relationship to you. Ensure all beneficiary details are accurately filled.
7. Sign and date the form: Once you have completed all the required sections of the transfer your super form, sign and date the form as per the instructions provided. This is essential to validate your submission.

Who needs the transfer your super form?

1. Individuals changing jobs: If you have changed your employment and need to transfer your superannuation from your previous employer's fund to a new fund, you will need the transfer your super form.
2. Consolidating super funds: Those who wish to consolidate multiple super funds into one for better management and reduced fees may require the transfer your super form.
3. Rollovers and fund transfers: If you are looking to rollover your super funds from one fund to another for investment purposes or better returns, the transfer your super form is necessary.
4. Closing a super account: In the event of closing a super account due to retirement, moving overseas, or any other reason, individuals will need to fill out the transfer your super form.
5. Nominating beneficiaries: People wanting to nominate beneficiaries who will receive their super funds upon their death can use the transfer your super form to specify their wishes.

Remember, it is always advisable to seek professional advice or contact your superannuation fund directly if you have any questions or uncertainties about filling out the transfer your super form correctly.

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Use the pdfFiller mobile app to complete your transfer your super form on an Android device. The application makes it possible to perform all needed document management manipulations, like adding, editing, and removing text, signing, annotating, and more. All you need is your smartphone and an internet connection.

What is transfer your super form?

Transfer your super form is a document used to transfer your superannuation savings from one super fund to another.

Who is required to file transfer your super form?

Any individual who wants to move their superannuation savings from one fund to another is required to file a transfer your super form.

How to fill out transfer your super form?

To fill out a transfer your super form, you will need to provide information about your current super fund and the fund you wish to transfer to. You may also need to include your personal details and signature.

What is the purpose of transfer your super form?

The purpose of transfer your super form is to facilitate the movement of superannuation savings between different super funds.

What information must be reported on transfer your super form?

The information reported on a transfer your super form typically includes details of the current super fund, the new super fund, your personal details, and the amount you wish to transfer.