Get the free Request to Transfer Superannuation Benefits form - IOOF

ROOF Pursuit Core 1 July 2013 Request to transfer a superannuation benefit Important information: Use this form when you wish to transfer monies from another superannuation fund or income stream into

How to fill out request to transfer superannuation

How to fill out a request to transfer superannuation:

1. Gather the necessary documents: Before filling out the request, make sure you have all the required documents ready, such as your identification, superannuation account details, and any relevant forms provided by your new superannuation provider.
2. Fill out personal details: Start by providing your full name, address, contact information, and any other relevant personal details as requested on the form. Make sure to double-check for accuracy.
3. Provide your superannuation details: Include the details of your current superannuation account, such as the name of the fund, fund member number, and account balance. You may need to attach supporting documents or statements from your current superannuation provider.
4. Fill in the details of the new superannuation provider: If you have already chosen a new superannuation provider, provide their name, address, and any other required information. If you haven't made a decision yet, you can leave this section blank or indicate that you are looking for recommendations.
5. Choose transfer options: Many request forms will have options for transferring your superannuation. Decide on the type of transfer you want, such as a full transfer or a partial transfer. Additionally, you may have the choice to transfer any associated insurance cover or investment options. Make sure to carefully read the instructions and select the appropriate options.
6. Review and sign: Once you have completed all the necessary sections, review the form for any errors or missing information. It's essential to ensure the accuracy of the provided details before signing the request form. Additionally, make sure to read any declarations or consents thoroughly before signing them.

Who needs a request to transfer superannuation?

1. Individuals changing jobs: If you change jobs, you may need to transfer your superannuation from your previous employer's fund to your new employer's fund or a fund of your choice.
2. Consolidating multiple superannuation accounts: Some individuals accumulate multiple superannuation accounts over time. To simplify management and potentially save on fees, you can request to transfer all your superannuation into a single account.
3. Individuals seeking better investment options or lower fees: If you are dissatisfied with the performance, fees, or investment options offered by your current superannuation provider, you can request a transfer to a different fund that better aligns with your financial goals.
4. Changing personal circumstances: Certain life events, such as getting married or divorced, retiring, or reaching preservation age, may necessitate transferring your superannuation to ensure it is appropriately managed and aligned with your changing needs.

Remember, it's always advisable to seek professional advice or consult the relevant authorities for specific instructions or requirements when filling out a request to transfer superannuation.

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What is request to transfer superannuation?

Request to transfer superannuation is a formal application made by an individual to move their superannuation funds from one account to another.

Who is required to file request to transfer superannuation?

Any individual who wishes to transfer their superannuation funds from one account to another is required to file a request to transfer superannuation.

How to fill out request to transfer superannuation?

To fill out a request to transfer superannuation, the individual needs to provide details of the transferring and receiving superannuation accounts, along with personal information.

What is the purpose of request to transfer superannuation?

The purpose of request to transfer superannuation is to consolidate superannuation funds, streamline financial management, and potentially reduce fees.

What information must be reported on request to transfer superannuation?

The request to transfer superannuation must include details of the transferring and receiving superannuation accounts, personal information, and signature.