Application for superannuation benefits temporary residents departing Australia permanently

Size: px
Start display at page:

Download "Application for superannuation benefits temporary residents departing Australia permanently"

Transcription

1 GPO Box 89 Melbourne Vic 3001 VicSuper Member Centre vicsuper.com.au Application for superannuation benefits temporary residents departing Australia permanently * Indicates that providing this information is mandatory. Not doing so may delay the processing of your request. When completing this form, please ensure you use all capital letters eg and check boxes with a cross eg Step 1: Complete your personal details Member number* Title Mr Mrs Ms Miss Other (please specify) Surname* Given name/s* Residential address* (overseas address) Postcode* Postal address (if the same as above write AS ABOVE ) Postcode Country Telephone number Country code Number address Date of birth Gender Male Female Tax file number Under the Superannuation Industry (Supervision) Act 1993, you are not obliged to disclose your tax file number but there may be tax consequences if you do not. For more information see What if you do not quote your tax file number? on page 6. Step 2: Provide proof of identity* For more information on this step, see Proof of identity on page 5. I have attached certified copy of my passport or international travel documents. AND certified copy of an eligible document to confirm my residential address, as outlined in the Proof of identity section. Step 3: Your account balance* My account balance is over $5,000 My account balance is under $5,000 V219 04/14 P1 Please turn over

2 Step 4: Payment options* For more information on this step see Nominate your bank account for payment on page 6. Please select one of the following options relating to how you would like to receive your benefit: OR Please forward a cheque in $AUD to my overseas address. Please forward a cheque to my overseas address as a bank draft (in the currency of the country you are residing in). Note: a fee of $28AUD applies, which will be deducted from your final benefit. OR Please direct credit my nominated overseas bank account as detailed below. Note: a fee of $32AUD applies, which will be deducted from your final benefit. Account name Bank name Bank address Postcode Bank identification code (must be supplied) International banking account number (must be supplied) Account number (must be supplied) Please provide a copy of a bank statement to verify these details. Step 5: Read VicSuper s Privacy brochure (personal information) Step 6: Sign this form* The Privacy Act 1988 extends privacy regulation to the private sector, including VicSuper. This legislation governs the proper handling of personal information including how an organisation collects, uses, discloses and stores personal information. You should have received information on how VicSuper handles personal information either in your PDS or in VicSuper s Privacy brochure (personal information). If you have not received a copy, or would like another copy sent to you, please call our Member Centre on I request and consent to the withdrawal of superannuation as described above and authorise VicSuper to give effect to this payment. By signing this request, I am making the following statements: I declare that I have fully read this form and the explanatory notes and the information completed is true and correct. I declare that I have received and read VicSuper s privacy information (Step 5). I discharge VicSuper from all further liability in respect of the benefits paid. I acknowledge that VicSuper may deduct tax (where applicable) from my benefit. I understand that any amount/s I have invested in the Term Deposit Option cannot be accessed before the maturity date. Only under special circumstances and at Trustee discretion, may VicSuper allow a term deposit to be terminated early. I understand there may be extra costs associated with an early termination, such as a reduction in interest accrued. I understand that unit prices will apply to the amount withdrawn on the day the withdrawal is processed from each investment option. I understand that any insurance cover I may have through my VicSuper Fund membership will cease upon full withdrawal of my benefit. I acknowledge that I can only withdraw my superannuation benefits from VicSuper as a temporary resident on an eligible visa who has permanently departed Australia, and have provided all required evidence of this. I acknowledge that VicSuper may require additional proof of identity in certain circumstances under the Anti-Money Laundering and Counter-Terrorism Financing Act I understand that this withdrawal request is irrevocable. Name* Signature* Date* V219 04/14 P2 Please turn over

3 Step 7: Checklist If your account balance is over $5,000: Have you: Provided a written statement from DIAC stating that you were the holder of an eligible visa which has expired or been cancelled and you have permanently departed Australia Provided certified copies of proof of your identification Provided a certified copy of an eligible notice confirming your overseas residential address Signed the declaration in step 6. If your account balance is under $5,000: Have you: Provided a copy, or other evidence, of an eligible visa, showing that you were the holder of an eligible temporary visa that has now expired or been cancelled Provided a certified copy of your passport showing the arrival and the departed stamp from Australia (if you do not have a departed stamp, please see Conditions of release on page 6) Provided certified copies of proof of your identification Provided a certified copy of an eligible notice confirming your overseas residential address Signed the declaration in step 6. Step 8: Send your form to VicSuper Send your form and required information to: VicSuper, GPO Box 89 Melbourne Vic AUSTRALIA 3001 V219 04/14 P3

4 V219 04/14 P4 VicSuper Pty Ltd ABN AFSL is the Trustee of VicSuper Fund ABN

5 GPO Box 89 Melbourne Vic 3001 VicSuper Member Centre vicsuper.com.au Application for superannuation benefits temporary residents departing Australia permanently If you have entered Australia on an eligible temporary residents visa and are subsequently departing Australia permanently, you are able to receive payment of any superannuation that has been accumulated in a regulated superannuation fund. For further information on conditions of release, please turn over. Important information regarding this withdrawal To receive your VicSuper superannuation benefit on the basis of you being a temporary resident who has departed Australia permanently, please complete this form and attach relevant information as required. Once all necessary paperwork is received and proof of identity requirements are met, your benefit will generally be paid within 10 working days. Please complete all details in BLOCK letters. Under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (AML/CTF Act) VicSuper is required to collect proof of your identity and to verify identification from a reliable and independent source. These requirements are explained in the Proof of identity section below. If you do not provide the proof of identity documents, including any additional identification or proof if requested, VicSuper may not be able to pay your benefit. Please send your completed form to VicSuper. We do not accept faxed requests. If you have any questions, please call our Member Centre on Proof of identity You must provide proof of your identity for your benefit payment, regardless of the amount of your benefit. What information do you need to provide? You are required to provide your Full name Date of birth Residential address. As you reside overseas and/or you are directing VicSuper to make your benefit payment to an overseas address or to a foreign bank account, you must provide verification of all three items listed above. Therefore, you must provide a certified copy of: 1. A passport issued by the Commonwealth, or 2. A passport or a similar document issued for the purpose of international travel, that: a. contains a photograph and the signature of the person in whose name the document is issued b. is issued by a foreign government, the United Nations or an agency of the United Nations, and c. if it is written in a language that is not understood by the person carrying out the verification, is accompanied by an English translation prepared by an accredited translator. 3. And, one of the following: a. a licence or permit issued under the law or equivalent authority of a foreign country for the purpose of driving a vehicle that contains a photograph of the person in whose name the document is issued and contains their residential address, or b. a notice that: was issued to an individual by a local government body or utilities provider within the preceding three months contains the name of the individual and his or her residential address, and records the provision of services by that local government body or utilities provider to that address or to that person. Who can certify the document as a true copy? The following people are the only people who can certify copies for overseas residents: a judge of a court a registrar or deputy registrar of a court a police officer an Australian consular officer or an Australian diplomatic officer (within the meaning of the Consular Fees Act 1955). Employee of the Australian Trade Commission or employee of the Commonwealth who is: - in a country or place outside Australia; and - authorised under paragraph 3(d) of the Consular Fees Act Cwlth 1955; and - exercising his or her function in that place. The person who is authorised to certify documents must sight the original and the copy and make sure both documents are identical, then make sure all pages have been certified as true copies by writing or stamping certified true copy followed by their signature, printed name, qualification (eg judge, police officer etc) and date. If we do not receive the required proof of identity documents certified by an eligible person, your withdrawal will be delayed, as we will have to contact you to obtain copies certified by a person who is on the list above. Have you changed your name or are you signing on behalf of another person? If you have changed your name or are signing on behalf of the applicant, you will need to provide a certified linking document. A linking document is a document that proves a relationship exists between two (or more) names. Suitable linking documents include: Purpose Change of name Signed on behalf of the applicant Suitable linking documents Certified copy of marriage certificate, deed poll or change of name certificate from the Births, Deaths and Marriages Registration Office Certified copy of guardianship papers or Power of Attorney If you are providing a linking document due to a change of name or you are signing on behalf of another person, you must also provide certified copies of proof of identification documents as outlined. If both documents are not provided, your withdrawal will be delayed until correct documentation is provided. V219 04/14 P5

6 Conditions of release If your account balance is over $5,000, you must provide: A written statement from the Department of Immigration and Citizenship (DIAC) stating that: You were a holder of an eligible visa which has expired or been cancelled, and You have permanently departed Australia. This information can be obtained by completing the enclosed Certification of Immigration Status (form 1194) and paying the applicable fee. This form must then be sent to DIAC not VicSuper. You can, however, elect for DIAC to send the confirmation directly to us. Note: Unless this information is received, your benefit cannot be paid. Please refer to the enclosed letter for your account balance details. If your account balance is less than $5,000, you must provide: A certified copy, or other evidence, of an eligible visa, showing that you were a holder of an eligible temporary resident visa that has now expired or been cancelled, and A certified copy of your passport showing the arrival and the departed stamp from Australia (please provide a copy of the relevant pages). If your passport does not contain a departed stamp you will need to complete the enclosed Certification of Immigration Status (form 1194) and pay the applicable fee. This form must then be sent to DIAC - not VicSuper. Alternatively, the simplest way to make a claim if your balance is under $5,000 is to use the ATO online service. You can access this by following the links for temporary residents at There is no fee for this service. Note: Unless this information is received, your benefit cannot be paid. Please refer to the enclosed letter for your account balance details. Nominate your bank account for payment This information relates to Step 4. You can only deposit your super withdrawal into an account held in your name or held jointly in your name. This does not include business accounts. No payments can be made into credit accounts such as Visa, Mastercard or American Express. Please check that your account details are correct, as we won t verify these with your bank or financial institution. VicSuper will not be liable for any errors that occur based on the account details you provide. Please allow up to 10 working days for the funds to be processed and received by your bank. What if you do not quote your tax file number? This information relates to Step 1. There is no requirement for you to provide your tax file number (TFN) and failing to do so is not an offence. However, if you have made concessional contributions to VicSuper in the current financial year, the highest marginal tax rate plus Medicare levy will apply, compared to the concessional tax rate of 15%. Under the Superannuation Industry (Supervision) Act 1993, your superannuation fund is authorised to collect your TFN, which will only be used for lawful purposes. These purposes may change in the future as a result of legislative change. V219 04/14 P6

Information for temporary residents departing Australia

Information for temporary residents departing Australia Information for temporary residents departing Australia MLC Superannuation What is a Departing Australia Superannuation Payment? The Departing Australia Superannuation Payment (DASP) is the payment of

More information

REQUEST FOR WITHDRAWAL

REQUEST FOR WITHDRAWAL REQUEST FOR WITHDRAWAL If you need help For assistance call NGS Super Customer Service Team on 1300 133 177. Step 1. Complete your personal details Please print in black or blue pen, in uppercase, one

More information

Lump sum benefit payment request for your superannuation or account based pension

Lump sum benefit payment request for your superannuation or account based pension Lump sum benefit payment request for your superannuation or account based pension How to claim a benefit To claim a benefit you will need to complete the attached Benefit Payment Request and send it direct

More information

Application for a departing Australia superannuation payment

Application for a departing Australia superannuation payment Instructions and form for temporary residents Application for a departing Australia superannuation payment How to complete your Application for a departing Australia superannuation (super) payment. WHO

More information

Complete this form to withdraw part or all of your benefit as a lump sum, roll over to another GESB account and/or to another complying super fund.

Complete this form to withdraw part or all of your benefit as a lump sum, roll over to another GESB account and/or to another complying super fund. Benefit access Gesb Super and West State Super SUP E R ANNUATION Complete this form to withdraw part or all of your benefit as a lump sum, roll over to another GESB account and/or to another complying

More information

Life Events/Salary Increase cover

Life Events/Salary Increase cover Fact sheet and form Life Events/Salary Increase cover What this fact sheet covers This fact sheet provides information about Life Events insurance cover and Salary Increase cover available through our

More information

Portability and rollover

Portability and rollover Fact sheet and form Portability and rollover What this fact sheet covers This fact sheet explains how to make a rollover of all or part of your UniSuper account to another complying super fund. Who is

More information

Withdrawal Flexi Pension

Withdrawal Flexi Pension Fact sheet and form Withdrawal Flexi Pension You can make a full or partial lump sum withdrawal from your Flexi Pension account at any time. What this fact sheet covers This fact sheet explains the rules

More information

Fixed insurance cover

Fixed insurance cover Fact sheet and form Fixed insurance cover When it comes to insurance cover, one size doesn t necessarily fit all. That s why you have the ability to convert your Death and Total & Permanent Disablement

More information

Early release of super on compassionate grounds How to make a claim

Early release of super on compassionate grounds How to make a claim Early release of super on compassionate grounds How to make a claim Please note if you have ceased work due to sickness or injury, call us on 13 11 84 before proceeding. Am I eligible to make a claim?

More information

Benefit transfer or payment request

Benefit transfer or payment request AON ELIGIBLE ROLLOVER FUND Benefit transfer or payment request Use this form to request a transfer/rollover of your benefit to another superannuation fund or a benefit payment to you. Transferring or paying

More information

Employee Super Transfer authority

Employee Super Transfer authority Employee Super Transfer authority Use this form when you wish to transfer benefits from another superannuation fund into your Asgard Employee Super Account. Please complete this Transfer authority in BLOCK

More information

Superannuation and Deferred Annuity Redemption / transfer form

Superannuation and Deferred Annuity Redemption / transfer form Superannuation and Deferred Annuity Redemption / transfer form This form is to be used when redeeming your superannuation benefit from the Zurich Deferred Annuity or from the Zurich Master Superannuation

More information

Advance Retirement Suite Super Early Release Financial Hardship Application

Advance Retirement Suite Super Early Release Financial Hardship Application Advance Retirement Suite Super Early Release Financial Hardship Application Trustee: BT Funds Management Ltd (BTFM) ABN 63 002 916 458 AFSL 233724 GUIDE TO COMPLETING THIS FORM > > Use this form if you

More information

WHOLE BALANCE TRANSFER TO A KIWISAVER SCHEME

WHOLE BALANCE TRANSFER TO A KIWISAVER SCHEME WHOLE BALANCE TRANSFER TO A KIWISAVER SCHEME Issued 1 November 2014 Please use this form to transfer your whole superannuation balance to a KiwiSaver scheme. Transferring only part of your superannuation

More information

LUMP SUM APPLICATION FOR PAYMENT OF A PRESERVED LUMP SUM ENTITLEMENT 1. PERSONAL DETAILS 2. TAX FILE NUMBER (TFN) 3. TYPE OF ENTITLEMENT APPLIED FOR

LUMP SUM APPLICATION FOR PAYMENT OF A PRESERVED LUMP SUM ENTITLEMENT 1. PERSONAL DETAILS 2. TAX FILE NUMBER (TFN) 3. TYPE OF ENTITLEMENT APPLIED FOR LUMP SUM APPLICATION FOR PAYMENT OF A PRESERVED LUMP SUM ENTITLEMENT Form Please complete all the details on this form in BLOCK LETTERS and return the signed original to. 1. PERSONAL DETAILS Mr Ms Miss

More information

Wholesale Australian Property Fund and Australian Property Fund Application form

Wholesale Australian Property Fund and Australian Property Fund Application form Office use only Wholesale Australian Property Fund and Australian Property Fund Application form Issuer and responsible entity: National Mutual Funds Management Ltd ABN 32 006 787 720, AFSL 234652 National

More information

Application for Disability Lump Sum SERB Scheme

Application for Disability Lump Sum SERB Scheme Application for Disability Lump Sum SERB Scheme Who should use this form? You should complete this form if you are a SERB Scheme member who is applying for a Disability Lump Sum benefit. Did you know?

More information

Withdraw super from your Rollover Account

Withdraw super from your Rollover Account Withdraw super from your Rollover Account This is the form you should use when you withdraw your superannuation from the APSS Rollover. The minimum amount you may withdraw from your APSS Rollover Account

More information

ANZ Super Advantage Withdrawal Form

ANZ Super Advantage Withdrawal Form Withdrawal Form 12 March 2014 Customer Services Phone 13 38 63 Email customer@onepath.com.au Website anz.com/wealth/super This form is to be used for rollovers and lump sum cash withdrawals by existing

More information

The Airlie Share Fund Application Form for Individual / Joint Investor / Sole Trader / Individual Trustee

The Airlie Share Fund Application Form for Individual / Joint Investor / Sole Trader / Individual Trustee The Airlie Share Fund Application Form for Individual / Joint Investor / Sole Trader / Individual Trustee This Application Form forms part of the Information Memorandum for The Airlie Share Fund (Fund).

More information

Payment of unclaimed superannuation money

Payment of unclaimed superannuation money Instructions and form for super fund members Payment of unclaimed superannuation money How to complete your Application for payment of unclaimed superannuation money individual. For information about unclaimed

More information

Advantages: How it works:

Advantages: How it works: Suncorp Wealth Cash Management Account Application Form Details Suncorp Wealth Cash Management Account offers competitive interest with no ongoing fees and charges. To conveniently settle your share purchases

More information

Application Form for Millinium's Wholesale Fixed Income Fund Individual(s) / Sole Trader (Resident/Non Resident)

Application Form for Millinium's Wholesale Fixed Income Fund Individual(s) / Sole Trader (Resident/Non Resident) Before you sign this application form, we wish to give you a Information Memorandum ("IM") which is a summary of important information relating to Millinium's Wholesale Fixed Income Fund ("Fund"). The

More information

ANZ Superannuation Savings Account Withdrawal Form

ANZ Superannuation Savings Account Withdrawal Form Withdrawal Fm 1 July 2015 Customer Services Phone 13 38 63 Fax 02 9234 6668 Email customer@onepath.com.au Website anz.com This fm is f existing invests in ANZ Superannuation Savings Account only. INSTRUCTIONS

More information

Request to Increase Insurance Life Event

Request to Increase Insurance Life Event Request to Increase Insurance Life Event Accumulation Scheme (Division 5) members only Use this form to apply to increase your insurance cover when a specific life event has occurred. As an accumulation

More information

Authorised Signatory Form

Authorised Signatory Form Form Complete this form: to give a person other than your adviser the authority to act on your existing margin lending facility in all matters as if they were you (including but not limited to increasing

More information

Identity Verification Form Australian Superannuation Funds and Trusts

Identity Verification Form Australian Superannuation Funds and Trusts Identity Verification Form Australian Superannuation Funds and Trusts To comply with our obligations under the Anti-Money Laundering (AML) and Counter Terrorism Financing (CTF), all new investors are required

More information

Application for benefit payment or transfer

Application for benefit payment or transfer Application for benefit payment or transfer Use this form if you want to cash in your benefit or transfer all or part of your super balance to another super fund. This form should not be used by temporary

More information

Personal Plan. Product Disclosure Statement. www.australiansuper.com/join

Personal Plan. Product Disclosure Statement. www.australiansuper.com/join Personal Plan Product Disclosure Statement www.australiansuper.com/join 1. About AustralianSuper 2. How super works 3. Benefits of investing with AustralianSuper 4. Risks of super 5. How we invest your

More information

Member Details form. Member Application Form. Step 1 Your details. Complete this form to become a member of LUCRF Super.

Member Details form. Member Application Form. Step 1 Your details. Complete this form to become a member of LUCRF Super. Member Details form Member Application Form w Complete this form to become a member of LUCRF Super. Please complete all relevant sections using CAPITAL LETTERS and a BLACK or BLUE pen. Step 1 Your details

More information

Bring your Australian super home. ANZ KiwiSaver Scheme ANZ Default KiwiSaver Scheme

Bring your Australian super home. ANZ KiwiSaver Scheme ANZ Default KiwiSaver Scheme Bring your Australian super home ANZ KiwiSaver Scheme ANZ Default KiwiSaver Scheme If you ve worked in Australia at any time since 1992, you may have some Australian super tucked away. You can transfer

More information

Thank you for requesting this Product Disclosure Statement/Application from Wealth Focus.

Thank you for requesting this Product Disclosure Statement/Application from Wealth Focus. Thank you for requesting this Product Disclosure Statement/Application from Wealth Focus. Personal Choice Private Superannuation The enclosed application form is for Personal Choice Private. This is a

More information

Withdrawal Form 1 July 2015

Withdrawal Form 1 July 2015 Withdrawal Form 1 July 2015 OnePath Life Limited ABN 33 009 657 176 AFSL 238 341 242 Pitt Street, Sydney NSW 2000 Customer Services Phone 133 665 Email customer@onepath.com.au Website onepath.com.au Instructions

More information

SASS FORM 405 APPLICATION FOR BENEFIT PAYMENT UPON (OR DEFERRAL) How to apply. Use this form... Do not use this form. Notes for applicants

SASS FORM 405 APPLICATION FOR BENEFIT PAYMENT UPON (OR DEFERRAL) How to apply. Use this form... Do not use this form. Notes for applicants SASS FORM 405 APPLICATION FOR BENEFIT PAYMENT UPON (OR DEFERRAL) THE DEATH OF A SASS OF CONTRIBUTORY BENEFITS ON OR RETRENCHMENT DEFERRED BENEFIT MEMBER Please print clearly in black ink. Use this form...

More information

Share Trading Account Application Form Individual & Joint

Share Trading Account Application Form Individual & Joint Westpac Securities Phone 13 13 31 Fax 1300 130 493 Reply Paid 85157 Australia Square NSW 1214 securities@westpac.com.au www.westpac.com.au/onlineinvesting Westpac Securities Limited ABN 39 087 924 221

More information

Early release of super benefits on grounds of severe financial hardship form

Early release of super benefits on grounds of severe financial hardship form Early release of super benefits on grounds of severe financial hardship form VALID FROM 31 December 2013 Are you eligible? To qualify, you must have been in receipt of an eligible Commonwealth income support

More information

Farm Management Deposit (FMD) Application Form

Farm Management Deposit (FMD) Application Form Farm Management Deposit (FMD) Application Form INSTRUCTIONS FOR COMPLETING THE FARM MANAGEMENT DEPOSIT APPLICATION FORM Please read and complete sections A, B, D, E, F, H and I in BLOCK LETTERS using black

More information

Change My Insurance Details Form

Change My Insurance Details Form Change My Insurance Details Form Please complete and return this form to: NESS Super, Locked Bag 20, Parramatta NSW 2124 Complete in pen using CAPITAL letters or type directly into this form and print

More information

SELF-MANAGED SUPER FUND CASH MANAGEMENT & TERM DEPOSIT ACCOUNTS PRODUCT INFORMATION MAY 2016

SELF-MANAGED SUPER FUND CASH MANAGEMENT & TERM DEPOSIT ACCOUNTS PRODUCT INFORMATION MAY 2016 SELF-MANAGED SUPER FUND CASH MANAGEMENT & TERM DEPOSIT ACCOUNTS PRODUCT INFORMATION MAY 2016 ISSUED BY: Big Sky Building Society Limited ABN 30 087 652 079 AFSL / Australian Credit Licence No 237994. ADDRESS:

More information

Insurance request VicSuper FutureSaver

Insurance request VicSuper FutureSaver GPO Box 89 Melbourne Vic 3001 VicSuper Member Centre 1300 366 216 vicsuper.com.au Insurance request VicSuper FutureSaver * Indicates that providing this information is mandatory. Not doing so may delay

More information

Stockbroking. INDIVIDUAL/JOINT ACCOUNT application form. Please only use this form to open a trading account: in your name, or in joint names

Stockbroking. INDIVIDUAL/JOINT ACCOUNT application form. Please only use this form to open a trading account: in your name, or in joint names Stockbroking INDIVIDUAL/JOINT ACCOUNT application form Please only use this form to open a trading account: in your name, or in joint names In order to process your application we will need: your completed

More information

Early access to superannuation benefits

Early access to superannuation benefits ACCESS 04/12 Early access to superannuation benefits Benefit application form & information General information Before you complete this benefit application form, please read the CSS Product Disclosure

More information

Investment Account. Application Form. Page 1 / 15. Escala Investment Account Application Form

Investment Account. Application Form. Page 1 / 15. Escala Investment Account Application Form Investment Account Application Form Page 1 / 15 Escala Investment Account Application Form Responsible Entity: Powerwrap Limited (Australian Financial Services Licence No. 329829 ARSN 137 053 073) Please

More information

Application for direct payment of government super contributions

Application for direct payment of government super contributions Instructions and form for retirees and estate trustees Application for direct payment of government super contributions WHO COMPLETES THIS APPLICATION You should complete this application if you want to

More information

Accessing your super early

Accessing your super early Accessing your super early If you have a terminal medical condition If you re suffering from a terminal medical condition you may be able to access your super before you reach your preservation age. Who

More information

Notice of intent. Fact sheet and form. What this fact sheet covers. Who is this fact sheet for? When should I complete a notice of intent?

Notice of intent. Fact sheet and form. What this fact sheet covers. Who is this fact sheet for? When should I complete a notice of intent? Fact sheet and form Notice of intent A notice of intent to claim or vary a deduction for personal super contributions (notice of intent) allows you to claim a tax deduction for your personal contributions,

More information

Telstra Super Personal Plus Application Please complete this application form to open a Telstra Super Personal Plus account.

Telstra Super Personal Plus Application Please complete this application form to open a Telstra Super Personal Plus account. Telstra Super Personal Plus Application Please complete this application form to open a Telstra Super Personal Plus account. RED SECTIONS FOR YOUR INFORMATION GREY SECTIONS TO FILL OUT INVESTMENT CHOICE

More information

Please only use this form when you wish to open a Suncorp Share Trade Account: in your name, or in joint names

Please only use this form when you wish to open a Suncorp Share Trade Account: in your name, or in joint names Stockbroking INDIVIDUAL/JOINT ACCOUNT application form Please only use this form when you wish to open a Suncorp Share Trade Account: in your name, or in joint names In order to process your application

More information

I loved reading the terms & conditions! said no one, ever. term deposit terms + conditions

I loved reading the terms & conditions! said no one, ever. term deposit terms + conditions I loved reading the terms & conditions! said no one, ever term deposit terms + conditions index. Part a - general terms and conditions. 2 1 Purpose of this booklet. 2 2 Meaning of words used. 2 3 Opening

More information

Early release of super

Early release of super Early release of super You can apply for early release of your super on compassionate grounds or for financial hardship What do you need to do? Just follow the steps we ve outlined for the type of early

More information

CLAIMING A BENEFIT FACT SHEET

CLAIMING A BENEFIT FACT SHEET Leaving your employer If you cease employment with your current employer, you can remain a member of Club Super. Your account will continue to receive investment earnings, and you will regularly receive

More information

Application Form 2 November 2015

Application Form 2 November 2015 Perennial Trusts Application Form 2 November 2015 How to invest 1. Read the PDS relating to the Trust(s). 2. Read the important information in the Reference Guide relating to the Trust(s). 3. Read all

More information

Make a lump sum withdrawal or rollover For a transition to retirement income stream

Make a lump sum withdrawal or rollover For a transition to retirement income stream CSC retirement income RI04 04/13 Make a lump sum withdrawal or rollover For a transition to retirement income stream Use this form if you have a transition to retirement income stream and wish to > > make

More information

HOW TO COMPLETE THE Client Identification Form (CIF)

HOW TO COMPLETE THE Client Identification Form (CIF) HOW TO COMPLETE THE Client Identification Form (CIF) ABN: 12 676 939 467 The information requested in this form is required to enable The Public Trustee of Queensland to comply with Australian government

More information

Challenger Guaranteed Personal Superannuation

Challenger Guaranteed Personal Superannuation Challenger Guaranteed Personal Superannuation Issuer Challenger Retirement and Investment Services Limited (ABN 80 115 534 453) (AFSL 295642 ) (RSE L0001304) Product Disclosure Statement Dated 1 April

More information

1 Bendigo Managed Wholesale Fund Application Form

1 Bendigo Managed Wholesale Fund Application Form The responsible entity and issuer of the Fund is Sandhurst Trustees Limited, ABN 16 004 030 737 AFSL 237906, a subsidiary of Bendigo and Adelaide Bank Limited, ABN 11 068 049 178 AFSL 237879. 1 Bendigo

More information

PSS FORM 605 DIRECTIONS FOR PAYMENT OF AN INVALIDITY LUMP SUM BENEFIT. Giving your tax file number. How to direct us.

PSS FORM 605 DIRECTIONS FOR PAYMENT OF AN INVALIDITY LUMP SUM BENEFIT. Giving your tax file number. How to direct us. PSS FORM 605 DIRECTIONS FOR PAYMENT OF AN INVALIDITY LUMP SUM BENEFIT Please print clearly in black ink. Use this form If you are a member of the Police Superannuation Scheme (PSS) and your application

More information

Application to register a change of name (adult 18+ years)

Application to register a change of name (adult 18+ years) Application to register a change of name (adult 18+ years) July 2014 Recognising the significance of life events Important information about your change of name application If you require access to a translation

More information

Bentham Asset Management Application Form. Customer identification. Contact details. Checklist. Use this application form if you wish to invest in:

Bentham Asset Management Application Form. Customer identification. Contact details. Checklist. Use this application form if you wish to invest in: Bentham Asset Management Application Form Use this application form if you wish to invest in: Bentham Wholesale Global Income Fund Bentham Wholesale Syndicated Loan Fund Bentham Wholesale High Yield Fund

More information

Investing in Government Bonds of Victoria Designated Investments

Investing in Government Bonds of Victoria Designated Investments Treasury Corporation of Victoria Investing in Government Bonds of Victoria Designated Investments (Subclass 162, 165, 188B, or 405) May 2014 For further information please contact: Computershare Investor

More information

Super/pension account Payment request

Super/pension account Payment request Super/pension account Payment request Complete this form in BLOCK LETTERS and: post it to Asgard, PO Box 7490, Cloisters Square, Perth WA 6850 or fax it to (08) 9481 4834 Note: if this form is faxed, you

More information

Medicare enrolment application

Medicare enrolment application Medicare enrolment application When to use this form Use this form if you are: a migrant living in Australia applying for permanent residency and living in Australia a visitor to Australia an Australian

More information

How super is taxed. VicSuper FutureSaver Member Guide

How super is taxed. VicSuper FutureSaver Member Guide How super is taxed VicSuper FutureSaver Member Guide Date prepared 1 July 2015 The information in this document forms part of the VicSuper FutureSaver Product Disclosure Statement (PDS) dated 1 July 2015.

More information

International Student Offer Acceptance form

International Student Offer Acceptance form International Student Offer Acceptance form Read these instructions carefully before you complete the acceptance form. This acceptance together with your letter of offer, forms your written agreement with

More information

Mid Cap Equities Fund APPLICATION FORM

Mid Cap Equities Fund APPLICATION FORM Mid Cap Equities Fund APPLICATION FORM Paradice Investment Management Pty Ltd ABN 64 090 148 619 AFSL Number 224158 If completing by hand, use a black or blue pen and print within the boxes in BLOCK LETTERS

More information

Virgin Super How to transfer your super to New Zealand (Trans Tasman Portability)

Virgin Super How to transfer your super to New Zealand (Trans Tasman Portability) Logo to be inserted Virgin Super How to transfer your super to New Zealand (Trans Tasman Portability) NEED HELP? Please refer to the information and relevant websites detailed below. You can call the Customer

More information

APPLICATION FORM ASSESSMENT OF PSYCHOLOGY QUALIFICATIONS

APPLICATION FORM ASSESSMENT OF PSYCHOLOGY QUALIFICATIONS APPLICATION FORM ASSESSMENT OF PSYCHOLOGY QUALIFICATIONS REGISTRATION, EMPLOYMENT OR UNIVERSITY ENTRY This form is for the assessment of psychology qualifications for registration, employment or entry

More information

AMP Life Insurance. Product Disclosure Statement and policy document

AMP Life Insurance. Product Disclosure Statement and policy document AMP Life Insurance Product Disclosure Statement and policy document Issue date: 12 March 2014 Contents Summary 1 Product issuer 1 Other companies involved in providing services 1 for the AMP Life Insurance

More information

Application for an Electrical Contractor s Licence

Application for an Electrical Contractor s Licence Application for an Electrical Contractor s Licence 303 Sevenoaks Street (entrance Grose Ave) Cannington WA 6107 Postal Address: Locked Bag 14 Cloisters Square WA 6850 Telephone: (08) 6251 2000 Email enquires

More information

Fact Sheet > Super SA > Triple S > Your Questions Answered MAKING A TPD CLAIM TRIPLE S

Fact Sheet > Super SA > Triple S > Your Questions Answered MAKING A TPD CLAIM TRIPLE S Fact Sheet > Super SA > Triple S > Your Questions Answered MAKING A TPD CLAIM TRIPLE S > 1 IN THIS FACT SHEET > What is TPD? > Step 1 Lodging your claim > Step 2 Preparing your claim > Step 3 Assessing

More information

A Hero rate or Zero fees at selected ATMs.

A Hero rate or Zero fees at selected ATMs. A Hero rate or Zero fees at selected ATMs. It s easy to open your Bankwest Hero Transaction account or Bankwest Zero Transaction account. Here s how: Now that you have downloaded the Bankwest Hero Transaction

More information

Westpac Business Debit MasterCard Application

Westpac Business Debit MasterCard Application Westpac Business Debit MasterCard Application Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 In order to apply for a Westpac Business Debit MasterCard, the following

More information

Self Managed Super Fund (SMSF)

Self Managed Super Fund (SMSF) For any assistance or queries with this form, please contact our Support Team on +61 (0)2 8014 4280, or email support@icmarkets.com or live chat with us. International Capital Markets Pty Ltd Level 2 /

More information

Pension Application Form

Pension Application Form PITCHER RETIREMENT PRP PLAN Pension Application Form Member Details Mr Mrs Miss Ms Other First given name Middle names Family name Date of Birth / / Residential address Suburb/town State Postcode Daytime

More information

Instructions and form for individuals living outside Australia. Tax file number application or enquiry for individuals living outside Australia

Instructions and form for individuals living outside Australia. Tax file number application or enquiry for individuals living outside Australia Instructions and form for individuals living outside Australia Tax file number application or enquiry for individuals living outside Australia NAT 2628 04.2014 INTRODUCTION YOUR TAX FILE NUMBER (TFN) AND

More information

SFE Futures & ASX CFDs

SFE Futures & ASX CFDs SFE Futures & ASX CFDs Account Application and Terms & Conditions ABN 50 001 430 342 AFS Licence No. 241737 Participant of ASX Group Full Participant of SFE Postal Address: GPO Box 5258, Sydney NSW 2001

More information

Withdrawals. 1. Investor details

Withdrawals. 1. Investor details MLC Navigator Investment Plan MLC Navigator Retirement Plan MLC Navigator Access Investment MLC Navigator Access Super and Pension Withdrawals Please tick where appropriate: Account closure (Sections 1,

More information

How to complete the AML/CTF Investor Identification Information Form

How to complete the AML/CTF Investor Identification Information Form How to complete the AMLCTF Investor Identification Information Form The Australian government has introduced legislation called the Anti-Money Laundering and Counter Terrorism Financing Act 2006 which

More information

Financial Planning 1 July 2014

Financial Planning 1 July 2014 Financial Planning 1 July 2014 Privacy Statement Equip Financial Planning 1800 065 753 www.equipsuper.com.au Privacy Statement Equip Financial Planning provides financial advice to clients and holds personal,

More information

Suncorp WealthSmart Super withdrawal form

Suncorp WealthSmart Super withdrawal form Suncorp WealthSmart Super withdrawal form Issued 2 November 2015 Suncorp Portfolio Services Limited (Trustee) ABN 61 063 427 958 AFSL 237905 RSE L0002059 USI RSA0003AU (Business) RSA0004AU (Personal) Please

More information

Hostplus Superannuation Fund and Hostplus Personal Super Plan. Member forms. 26 September 2015

Hostplus Superannuation Fund and Hostplus Personal Super Plan. Member forms. 26 September 2015 Hostplus Superannuation Fund and Hostplus Personal Super Plan. Member forms 26 September 2015 Which forms do I need? 1 Membership form. Use this form if you are joining Hostplus through your employer.

More information

ING DIRECT Customer Identification Procedures for Brokers

ING DIRECT Customer Identification Procedures for Brokers ING DIRECT Customer Identification Procedures for Brokers Managing obligations of the Anti-Money Laundering and Counter-Terrorism Financing Act ( AML/CTF Act ) for the purpose of Customer Identification

More information

Form 18 Application for a Queensland electrical contractor licence

Form 18 Application for a Queensland electrical contractor licence Electrical Safety Office Form 18 Application for a Queensland electrical contractor licence V17.06-2014 Electrical Safety Act 2002 INSTRUCTIONS: Read the guidelines when completing this application form.

More information

Employer application guide

Employer application guide Employer application guide November 2015 Ratings are just one factor to consider when deciding on a product. SuperRatings Pty Ltd does not guarantee, underwrite or sell VicSuper products. Go to www.superratings.com.au

More information

Agents financial administration Form 4

Agents financial administration Form 4 Agents financial administration Form 4 Collection agent application for authority to open a trust account Agents Financial Administration Act 2014 Debt Collectors (Field Agents and Collection Agents) Act

More information

As an aged care worker, this incentive is for you to upgrade your qualifications and build your career in aged care.

As an aged care worker, this incentive is for you to upgrade your qualifications and build your career in aged care. Aged Care Education and Training Incentive Programme COMPLETION PAYMENT This application form is to be completed by applicants who have completed studies and have already received a commencement payment

More information

ONLINE SAVINGS ACCOUNT.

ONLINE SAVINGS ACCOUNT. ONLINE SAVINGS ACCOUNT. TERMS AND CONDITIONS. THE FINE PRINT. All the details to keep everyone smiling. ABOUT THIS BOOKLET. Congratulations on choosing an Online Savings Account with ME Bank. We know that

More information

Cessation of employment

Cessation of employment SR1 04/12 Cessation of employment Benefit application form Before you start Before you complete this benefit application form, please read the CSS Product Disclosure Statement. This form and the Explanatory

More information

APPLICATION FORM ASSESSMENT OF PSYCHOLOGY QUALIFICATIONS

APPLICATION FORM ASSESSMENT OF PSYCHOLOGY QUALIFICATIONS APPLICATION FORM ASSESSMENT OF PSYCHOLOGY QUALIFICATIONS MIGRATION This form is for the assessment of psychology qualifications for the purposes of migration to Australia under the General Skilled Migration

More information

Application for Accreditation by Testing

Application for Accreditation by Testing Application for Accreditation by Testing OFFICE USE ONLY AUS NZ OS Please use blue or black ball point pen to complete this form. Please print in BLOCK LETTERS. NAATI Number: (if known) Part 1 Please provide

More information

TTR refresh. Qwealth Superannuation Master Trust. 1. Member s details. 2. Account details. 1 July 2014. Client Services Phone 1300 704 704.

TTR refresh. Qwealth Superannuation Master Trust. 1. Member s details. 2. Account details. 1 July 2014. Client Services Phone 1300 704 704. TTR refresh Qwealth Superannuation Master Trust 1 July 2014 Oasis Fund Management Limited (Trustee) ABN: 38 106 045 050 AFSL: 274331 RSE Licence: L0001755 Oasis Superannuation Master Trust (Trust) ABN:

More information

Application for adoption information: Relative or guardian of adopted person who is deceased or does not have capacity

Application for adoption information: Relative or guardian of adopted person who is deceased or does not have capacity The purpose of the application for adoption information: is deceased or does not have capacity form This form is for use by a relative or guardian of an adult adopted person to apply for adoption information

More information

ASSET FINANCE APPLICATION.

ASSET FINANCE APPLICATION. ASSET FINANCE APPLICATION. For all enquiries please contact us on 1300 658 108 Mon to Fri 9am-5pm (Melbourne time) or email us at business@mebank.com.au Visit mebank.com.au Please complete this form and

More information

Important information about transferring super to a New Zealand KiwiSaver scheme

Important information about transferring super to a New Zealand KiwiSaver scheme Important information about transferring super to a ew Zealand KiwiSaver scheme If you are moving permanently to ew Zealand, you can transfer your Accumulate Plus account balance to a ew Zealand KiwiSaver

More information

Business Optimiser Application

Business Optimiser Application 2 Business Optimiser Application PART A To open an ING DIRECT Business Optimiser please: use CAPITAL letters mark boxes with an where applicable use black pen. Please read the Business Optimiser Terms

More information

ACCOUNT APPLICATION FORM & IDENTIFICATION FORM

ACCOUNT APPLICATION FORM & IDENTIFICATION FORM ACCOUNT APPLICATION FORM & IDENTIFICATION FORM This form may be used to apply for a new Account or to verify the identity of an existing Provisional account holder. INSTRUCTIONS Please complete Section

More information

Application to register a change of name (adult 18 years or over)

Application to register a change of name (adult 18 years or over) Government of Western Australia Department of the Attorney General Registry of Births, Deaths & Marriages BDM400 Application to register a change of name (adult 18 years or over) Eligibility You must be

More information

Form 11 Application for electrical work licence/permit (other than apprentice)

Form 11 Application for electrical work licence/permit (other than apprentice) Electrical Safety Office Form 11 Application for electrical work licence/permit (other than apprentice) V15.06-2014 Electrical Safety Act 2002 If you are applying for an additional electrical work training

More information