No paper work required. All the forms you need to make the most of your super , including rolling over other super funds into your BT super account and employer contributions forms. Employer and Adviser forms Forms to help you manage your corporate super account and for advisers to manage your clients with BT. Complete this form by typing directly into the relevant sections, then print off before signing, alternatively complete by using black pen – print in clearCAPITAL LETTERS. Use this form to withdraw part or all of your investment in BT Super for Life.
By completing this form , you will request the transfer of the whole balance of your super benefits to your self‑managed super fund (SMSF).
This form can not be used to transfer part of the balance of your super benefits. You can only use this form to transfer your super benefits to an SMSF. See full list on ato. Transferring benefits out of a fund may close that account and you may want to check this with the fund you are transferring your super from.
The Trustee for your product has changed. The Notes at the back will help you complete this form. All our member guides, fact sheets and other resources all in the one place.
Tools and calculators.
Get started today, grow your super , explore your retirement or review your insurance with our handy set of tools. We will advise you when we receive the roll in. We don’t charge any fees for rolling your super into Triple S. Check whether you’ll be losing any other benefits like insurance before you decide to consolidate. Form and instructions for super fund members to claim or vary a deduction for personal contributions.
Do not use this form to claim a deduction for the super contributions that are shown as reportable employer superannuation contributions on your annual. This form will notchange the fund to which your employer pays your contributions. The Standard Choice Form must be used by you to change funds (see below for details). For cash withdrawals please use the Benefit payment – cash withdrawal form. Please write in BLOCK LETTERS and use a BLACK or BLUE pen.
This request will be invalid if unsigned and undated. We recommend that you consult your licensed financial adviser to assist you in your decision making. PRINT your within the boxes in clear CAPITAL LETTERS using a BLACK pen. Your super is your money.
This Additional Information Booklet Part – General Information, will be updated from time to time. Tax file number declaration form. So for now, you won’t be able to combine super using your HESTA online account.
Instea you can complete and send us the Transferring your other super form. Superannuation rollover form. A ‘successor fund transfer’ occurs when your super interest is transferred to another super fund (the successor fund) and that fund confers rights on that interest equivalent to those you had under your original fund. Typically, this occurs when your fund is merged with another. This section allows you to download and print forms.
If you are arranging a full withdrawal then you can utilise the ATO generic rollover form which can be found on the ATO website or under our fact and forms page. If you wish to make a partial transfer, you will need to contact your current fund and request the appropriate form. A NOTE FOR ALL SUPER FUNDS: This rollover form complies with Regulation 6. You must check with your To fund to ensure they can accept this transfer. These are important identification numbers for HESTA, the Trustee and our products.
Rollover form Put all your super in the one place. View AMP’s superannuation products for your employees. Find out more or speak to us today!