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What is Investment Choice
The Investment Choice Form is a financial document used by members of Media Super to select or change their investment options within their superannuation fund.
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Who needs Investment Choice?
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Investment Choice is needed by:
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Members of Media Super wishing to alter their investment choices.
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Individuals seeking to optimize their superannuation investment options.
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Financial advisors assisting clients with superannuation management.
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HR departments providing guidance on superannuation choices to employees.
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New members of Media Super wanting to establish their investment preferences.
How to fill out the Investment Choice
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1.To access the Investment Choice Form on pdfFiller, visit the site and search for 'Investment Choice Form' or use the direct link provided by Media Super.
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2.Once open, familiarize yourself with the pdfFiller interface, noting the fillable fields and checkboxes available throughout the form.
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3.Before starting to fill out the form, gather all necessary information such as your Member Number, name, address, date of birth, and identity details.
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4.Begin by clicking on each field in the pdfFiller document to enter your information. Use the typing feature to clearly input your name, surname, and other personal details.
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5.For gender selection and other preferences, click the checkboxes accordingly as instructed on the form. Ensure all fields are accurately filled out to avoid processing delays.
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6.Once you’ve completed all sections of the form, review the entries to confirm that all information is correct and up-to-date.
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7.After your review, proceed to the signature field and use the pdfFiller capabilities to add your electronic signature to validate your form.
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8.Save your completed form frequently to prevent loss of information. Understand that once finished, you have options to download it or submit it directly via email.
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9.If opting to download, choose a suitable file format from the provided options. Alternatively, you can submit your completed form directly to Media Super using the submit button.
Who is eligible to fill out the Investment Choice Form?
Any current member of Media Super looking to select or change their superannuation investment options is eligible to fill out the Investment Choice Form.
What documents do I need to complete the Investment Choice Form?
You will need personal identification details, including your Member Number, date of birth, and contact information to accurately complete the Investment Choice Form.
How do I submit the completed form?
You can submit the completed Investment Choice Form electronically through pdfFiller or print it and mail it to Media Super as per their submission guidelines.
Are there any deadlines for submitting the Investment Choice Form?
While there may not be strict deadlines, it’s advisable to submit the form well in advance of any investment changes to ensure they are processed in time.
What should I do if I make a mistake on the form?
If you notice an error after submitting the Investment Choice Form, contact Media Super immediately for assistance on how to correct the information.
How long will it take for changes to be processed after submission?
Processing times for the Investment Choice Form may vary, but typically it takes about 5-10 business days for Media Super to process your requests.
Is there a fee associated with submitting the Investment Choice Form?
There are generally no fees associated with submitting the Investment Choice Form; however, check with Media Super for any potential service charges related to investment changes.
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