By completing this form , you’re requesting the rollover of all or part of your account to another complying super fund. Using this form to roll over your account won’t change the super fund into which your employer makes contributions. You can combine your super with our rollover tool at unisuper.
Different rules apply for temporary residents. Super Informed newsletters Find all the forms , fact sheets and documents you need for your UniSuper account.
Extra super contributions could pay off over the long term. Getting your super together is easy. Find out how to combine your other super accounts into UniSuper. Investment Performance UniSuper balanced option investment performance for the past days. Transfer Your Super to New Zealand (640KB, pdf) If you have left Australia to permanently live in New Zealan you may be eligible to transfer your QSuper Accumulation account to a fund in New Zealand.
Use this form to combine your other super accounts into UniSuper. You may have chosen your own username at the time of registration or it may be your UniSuper member number. Your UniSuper member number can be found on your benefit statement.
Bring your super with you? An easy way to activate your UniSuper Personal Account is to transfer in super from another fund. You’ll need a form for each account you want to transfer into your account.
Complete a Rollover your super to VicSuper form (PDF). Before you transfer your super you should check the implications for fees and tax, and any benefits like insurance you may have. You should consider your personal circumstances before proceeding with any rollovers.
Consolidate ( rollover ) your super from other accounts into your Sunsuper account. This is an untaxed element. Combine online using the Sunsuper rollover tool. Super Choice – Fund nomination form (PDF, KB).
You can transfer ( rollover ) the super you receive from your employer’s default fund to your UniSuper account. Page created by Chad Hansen: WITHDRAWAL – UNISUPER. Making a partial or full rollover PROOF OF IDENTITY If you want to rollover part or all of your benefit to another We’re required by law to verify your identity.
Fill out our online request form to arrange the rollover of your super accounts into Hostplus. Portability and You can quickly and easily prove your identity rollover form. Online consolidation is available at no extra cost to you.
Access our forms , factsheets and other publications to find what you need to know about super.
The ATO’s SuperMatch service is currently offline. 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. 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. Read the Insurance handbook (PDF mb) to make sure you have all the details. Sign and date the form where indicated.
Make a copy of your latest 401k statement and attach it to the IRA transfer form. Make copies of everything you are submitting, then mail all the paperwork to the address listed on the form. Employees may roll-over other superannuation benefits to their UniSuper plans (except the Defined Benefit Plan). Legal Super Pty Ltd is licensed to deal in, and advise on, superannuation products in legalsuper.
To arrange this roll-over please follow the procedure below. Form for super fund members to transfer their benefits to a self-managed super fund. If a member asks you to roll over parts of their entitlement to more than one fun you must complete separate statements for each rollover payment. Inactive low-balance super accounts. AMP offers super funds and tools to track, and grow your super.
AMP have award-winning superannuation products to help you live a comfortable retirement. Self Managed Super Funds (SMSF) AMP have a wide range of SMSF bank account products to help you personalise your super to suit you.