Sensitive (when completed)
BEFORE COMPLETING THIS FORM
n Read the important information below.
WHEN COMPLETING THIS FORM
n Refer to these instructions where a question shows a
message like this:
n Print clearly in BLOCK LETTERS.
AFTER COMPLETING THIS FORM
n Sign the authorisation.
n Attach the appropriately certified proof of identity documents.
n Review the checklist below.
n Send the request form to your FROM fund.
This transfer may close your account (you will need to
check this with your FROM fund).
This form can not be used to:
n transfer part of the balance of your super benefits
n transfer benefits if you don’t know where your super is
n transfer benefits from multiple funds on this one form
– aseparate form must be completed for each fund
youwish to transfer super from
n change the fund to which your employer pays contributions
on your behalf
n open a super account
n transfer benefits under certain conditions or circumstances
– for example, if there is a super agreement under the
Family Law Act 1975 in place.
Have you read the important information?
Have you considered where your future employer
contributions will be paid?
Have you completed all of the mandatory fields on the form?
Have you signed and dated the form?
Have you attached the certified documentation including
any linking documents if applicable?
WHAT HAPPENS TO MY FUTURE
Using this form to transfer your benefits will not change the
fundto which your employer pays your contributions, and may
close the account you are transferring your benefits FROM.
If you wish to change the fund into which your employer
contributions are being paid, you will need to speak to your
employer about super choice. For the appropriate forms and
information about whether you are eligible to choose the fund
towhich your employer contributions are made, visit ato.gov.au
or call the Australian Taxation Office (ATO) on 13 10 20.
THINGS YOU NEED TO CONSIDER WHEN
TRANSFERRING YOUR SUPERANNUATION
When you transfer your super, your entitlements under that
fundmay cease – you need to consider all relevant information
before you make a decision to transfer your super. If you ask
forinformation, your super provider must give it to you.
Some of the points you may consider are:
n Fees – your FROM fund must give you information about any
exit or withdrawal fees. If you are not aware of the fees that
may apply, you should contact your fund for further
information before completing this form. The fees could
include administration fees, and exit or withdrawal fees.
n Death and disability benefits – your FROM fund may insure
you against death, illness or an accident which leaves you
unable to return to work. If you choose to leave your current
fund, you may lose any insurance entitlements you have –
other funds may not offer insurance, or may require you to
pass a medical examination before they cover you. When
considering a new fund, you may wish to check the costs
andamount of any cover offered.
WHAT HAPPENS IF I DO NOT QUOTE MY
TAX FILE NUMBER (TFN)?
You are not required to provide your TFN to your super fund.
However, if you do not provide your TFN, your fund may be
taxed at the highest marginal tax rate, plus the Medicare levy,
oncontributions made to your account in the year, compared
tothe concessional tax rate of 15%. Your fund may deduct
thisadditional tax from your account.
If your super fund does not have your TFN, you will not be
ableto make personal contributions to your super account.
Choosing to quote your TFN will also make it easier to keep
track of your super in the future.
Under the Superannuation Industry (Supervision) Act 1993,
yoursuper fund is authorised to collect your TFN, which will
onlybe used for lawful purposes. These purposes may change
in the future as a result of legislative change. The TFN may be
disclosed to another super provider when your benefits are
being transferred, unless you request in writing that your TFN
isnot to be disclosed to any other trustee.
TRANSFERRING TO YOUR SELF‑MANAGED
You must use this form to transfer your benefits to your
You should be aware that SMSFs are subject to the same rules
and restrictions as other funds regarding when benefits are to
bepaid out. In particular, super benefits in a SMSF are required
to be ‘preserved’, meaning they are not generally able to be
accessed until you are over age 55 and retired.
The trustee of your FROM fund may be able to request further
information from you about your status as a member, a trustee
or a director of a corporate trustee of your SMSF. Penalties may
apply for providing false or misleading information.
Completing the form Rollover initiation request
to transfer whole balance of superannuation
benets to your self‑managed super fund
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. For transfers to funds other than an SMSF, you must use
theform Request form for transfer of whole of balance of superannuation benefits between funds (NAT 71223).
This form will not change the fund to which your employer pays your contributions – the Standard choice form must be used by
youto change funds.