Get the free Super Choice of Super Fund Form - LUCRF Super

Super Choice of Super Fund Form Complete this form and hand it to your payroll department to have your employer pay super contributions into your LUCRE Super account. Step 1 Your details Please read

How to fill out super choice of super

How to Fill Out Super Choice of Super:

1. Obtain the necessary form: The first step in filling out the super choice of super is to obtain the relevant form from your employer or super fund. This form is typically provided to you when you become eligible to select your super fund.
2. Provide personal information: Start by filling out your personal information accurately. This may include your full name, date of birth, address, contact details, tax file number (TFN), and employment information.
3. Choose your super fund: Next, you will need to indicate the super fund of your choice. You can select an existing super fund or use the employer's default fund if you have no preference. Make sure to provide the fund's name, ABN (Australian Business Number), and its unique identifying information.
4. Nominate or change investment options: Some super choice of super forms may also provide options for selecting how your super contributions will be invested. If this option is available, carefully review and choose the investment option(s) that align with your financial goals and risk tolerance.
5. Provide beneficiary details: You may have the option to nominate beneficiaries for your super in case of your death. If applicable, complete the beneficiary details section by providing the full name, relationship, and percentage of super to be distributed to each beneficiary.
6. Declare your choice: Once you have filled out all the relevant sections, review the information you have provided for accuracy. Sign and date the form to declare that the information you have provided is correct to the best of your knowledge.

Who needs super choice of super?

1. New Employees: Employees who are starting a new job and have the option to choose their super fund will need to fill out the super choice of super form.
2. Existing Employees: If you've already been contributing to a default super fund chosen by your employer, but now wish to switch to a different super fund, you will need to complete the super choice of super form.
3. Those Seeking consolidation: Individuals who have multiple super accounts and want to consolidate them into one fund can use the super choice of super form to nominate a single super fund to receive their consolidated contributions.
4. Self-Employed Individuals: People who are self-employed or contractors and don't have an employer contributing to their super fund can still use the super choice of super form to establish or choose a super fund.

Note: It is recommended to seek advice from a financial professional or do thorough research before selecting a super fund or changing your existing super arrangements.

For pdfFiller’s FAQs

What is super choice of super?

Super choice of super refers to the decision made by an employee to choose their own superannuation fund instead of default fund chosen by the employer.

Who is required to file super choice of super?

All employees who are eligible to choose their own superannuation fund are required to file a super choice form.

How to fill out super choice of super?

Employees can fill out a super choice form provided by their employer or download it from the ATO website, and submit it to their employer.

What is the purpose of super choice of super?

The purpose of super choice of super is to give employees the freedom to select a superannuation fund that best suits their needs and preferences.

What information must be reported on super choice of super?

The super choice form typically requires information such as employee details, chosen superannuation fund details, and signature of the employee.

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