Fill - Free fillable Application for withdrawal or transfer to another superannuation (Australian National University) PDF form

Aware Super Pty Ltd (Trustee) ABN 11 118 202 672 AFSL 293340 Aware Super (Fund) ABN 53 226 460 365

Application for withdrawal or transfer

to another superannuation fund

page 1 of 8

FSS012 11/21

When to use this form

This form is an application to withdraw funds from your superannuation or transfer funds to another superannuation fund (roll out).

You can withdraw funds from your superannuation if you are an Australian resident and meet one of the following criteria, called

'conditions of release'.

•

When you turn 65, you can access your super whether you’re still working or not.

•

You can withdraw your super if you leave a job for any reason after you turn 60.

•

When you reach your preservation age (between 55 and 60, depending on your birth date – please see Table in Section 3) you can

retire and withdraw your super.

•

You can also withdraw your super if you have ceased employment with a contributing employer and your account balance is less

than $200.

•

If you have any unrestricted non-preserved balance.

You do need to meet a condition of release to transfer your funds to another superannuation fund. (For more information on Conditions

of release, please refer to Section 3 and Notes.)

You do not need to use this form if you are starting an Income Stream – simply complete the relevant income stream application form.

To make a transfer to an SMSF, please use FSS012A Application to transfer to a self-managed super fund.

For all other circumstances in which you want to withdraw all or part of your superannuation, we provide further information at

aware.com.au/earlyaccess.

Before completing this form

If you plan to claim a tax deduction for any personal contribution to the fund (using the S290C/Notication of Intent), you must submit

your Notice of Intent to Claim a Tax Deduction and receive acknowledgment from us before withdrawing or transferring the funds.

If you make a partial withdrawal/transfer and your remaining balance doesn't cover insurance premiums, you may lose your insurance.

How to complete this form

This form can be lled in electronically and must then be printed for signature. A written (not electronic) signature is required.

Please use CAPITAL letters and a black pen to clearly complete the form. Mark any required boxes (✗) .

If documents showing identication or bank details are required (Section 7), please ensure that you submit the required documents

with your form or delays may occur.

For further information on how to complete this form, refer to the Notes section in the nal pages.

What happens after you submit your form?

When we receive your form, we will:

•

send you an SMS conrming that we have received your form, if you have previously provided your mobile number.

•

check that the information provided is complete and correct and that any supporting documentation (e.g. identication) has been

included.

•

contact you if further information is required or if any other issues arise.

Once all complete and correct information is received, we aim to process your withdrawal within 5 business days. Unfortunately, delays

will occur if this form is not completed in full or if you are awaiting a nal superannuation contribution from an employer.

Aware Super Pty Ltd (Trustee) ABN 11 118 202 672 AFSL 293340 Aware Super (Fund) ABN 53 226 460 365

NOTE

It isn’t compulsory to

provide your TFN but

if you don’t, (1) you

may pay additional

tax on your benet

payment and (2) you

may need to supply

proof of identity if

you wish to transfer

your

benet.

See Notes at the

back of the form.

1. Your personal details

Member number Date of birth (DD-MM-YYYY) Account number (oce use only)

S S U

Title Last name

Given name(s)

Residential address

Suburb State Postcode

Postal address (if dierent from residential)

Suburb State Postcode

Preferred contact number Mobile number

Tax le number (if not previously provided)

Email (for security reasons, please ensure that your nominated email address is your personal email address and not a

role-based email address such as employee_title@company.com.au)

2. What would you like to do?

Please select (✗) one option only:

Withdraw funds OR Roll over to another fund (if rolling over to more than one fund,

you must complete a separate form for each fund)

Please select (✗) one option only:

My whole balance (this will close my account)

My balance less $1,500 to keep my account open

My full unrestricted non-preserved amount (this option only applies to cash payments)

The following amount $

(whole numbers only)

Note: if you are under 60, tax may be withheld from the amount you withdraw.

IMPORTANT

If you request a

partial withdrawal,

you may lose your

insurance cover if you

don’t retain enough

money in your

account to cover your

insurance premiums.

Also, if the amount

you wish to withdraw

does not allow

$1,500 to remain in

your account, then

the amount released

will be your account

balance less $1,500.

page 2 of 8

FSS012 11/21

Did you know that

you can update

your details online?

Forms are located

on our website at

aware.com.au/forms.

Application for withdrawal or transfer

to another superannuation fund

Aware Super Pty Ltd (Trustee) ABN 11 118 202 672 AFSL 293340 Aware Super (Fund) ABN 53 226 460 365

3. Conrm you are eligible for a payment (withdrawal only)

Condition of release declarations

Release of your super balance in cash requires you to meet one of the following conditions. For more

information please refer to How to Access Your Super available at aware.com.au/factsheets.

Please select (✗) one option only:

I am aged 65 years or over

I am aged 60 to 64 and have ceased a paid employment

arrangement since my 60th birthday (even if I am not

permanently retired)

My previous employer was

I stopped working there on:

I am between my preservation age (refer table) and 64, have ceased gainful employment and don’t plan

to work for 10 or more hours a week again

I have ceased paid employment and wish to access a restricted-non preserved amount

I have ceased a paid employment arrangement with a participating employer and my account balance

is less than $200

I do not meet any of the above conditions. I understand I can only make withdrawals from my

unrestricted non-preserved component (if available)

4. Employment and nal contribution details (withdrawal or transfer)

If you have selected box 2, 3, 4 or 5 above, who was the employer you stopped working for?

When did you cease work for this employer?

Are you waiting for your nal employer contribution? Yes

If you are waiting for your nal employer contribution, Aware Super will defer the payment of your benet

for up to 30 calendar days.

If an employer contribution is received after your account is closed, the payment will be refunded to your

employer, unless you or your employer open a new account.

5. Payment details (for full or partial cash payment)

Payment can only be made directly to an Australian bank, building society or credit union account. You can

only nominate an account held in your name, or held jointly in your name with other person(s).

You must provide proof of identity if you are changing or providing new bank account details for the rst

time.

Name(s) on account

BSB number Account number

Name of nancial institution

Please ensure all bank details are provided above.

page 3 of 8

FSS012 11/21

Date of birth

Preservation

age

Before 1 July 1960 55

1 July 1960 to 30 June 1961 56

1 July 1961 to 30 June 1962 57

1 July 1962 to 30 June 1963 58

1 July 1963 to 30 June 1964 59

1 July 1964 or after 60

IMPORTANT

If you are terminally

ill or permanently

incapacitated and

wish to access your

benet, call us for

the form you need

to complete.

IMPORTANT

If your final

contribution is not

received within 30

calendar days of the

date you sign this

form, your benefit

will be paid and

your account will

be closed so that

payment is not

delayed.

Aware Super Pty Ltd (Trustee) ABN 11 118 202 672 AFSL 293340 Aware Super (Fund) ABN 53 226 460 365

6. Transfer all or part of your benefit to another super fund

IMPORTANT information impacting your payment:

The fund details you provide below MUST match the fund details registered with the government. If these do

not match this will delay your payment and may require additional documentation. You can verify that your

information is correct via the government’s Super Fund Lookup website at www.superfundlookup.gov.au.

Name of the other fund (your TO fund)

Address of other fund

Suburb State Postcode

Fund ABN Unique Superannuation Identier (USI)

Member number Contact number

7. Proof of identity (for any withdrawal and some transfers)

Payments to you

We are required by law to verify your identify when you make a withdrawal or request a transfer to another

super fund without providing your TFN.

Please complete (✗) one of the options below.

I have previously provided proof of identity documents or provided the electronic verication information

to Aware Super and I am not changing my name, bank account details or providing new bank account

details for the rst time.

I will provide electronic proof of identication for verication.

Please provide any TWO of the following:

1. Full name exactly as it appears on my Medicare card

My Medicare number is Valid to

My reference number

2 Y

0 Y

on this card is

Select your Medicare card colour Green

Blue Yellow

2. Full name exactly as appears on my driver’s licence

Licence number State of issue Expiry date

D M

YD M

0 Y

3. Full name exactly as it appears on my Australian passport

My Australian passport number is

I will provide original, certied proof of identity (POI) documents. For a list of POI documents and

certication guidelines, refer to the Notes section. If my POI documents have not been certied

correctly, I understand Aware Super may use the information on the documents to verify my identity

electronically using independent data sources.

Transfers (Roll out)

For transfers to APRA-regulated funds, you should provide your tax le number (TFN). If you do not provide

your TFN, you must provide a certied POI document(s) as described in the Notes section.

page 4 of 8

FSS012 11/21

Transfers to SMSFs

Please complete

the Transfer to a

Self-Managed

Super Fund (SMSF)

FSS012A form.

IMPORTANT

If you wish to roll

over amounts to

more than one fund,

you must complete

a separate form for

each fund.

Aware Super Pty Ltd (Trustee) ABN 11 118 202 672 AFSL 293340 Aware Super (Fund) ABN 53 226 460 365

page 5 of 8

FSS012 11/21

Checklist

For specic amounts – is the amount clear within the boxes in

section 2 (whole $ only)?

For withdrawals – have you selected only one Condition of Release

in Section 3?

Have you provided employment and nal contribution information,

if applicable?

Have you provided your Tax File Number (TFN)? This is

recommended if you are transferring to an APRA-regulated fund

or taking your benet in cash (see section 7 and Notes).

Notice of intent to claim or vary a deduction for personal super

contributions (Tax form S290C). If you have made any personal

contributions to the fund that you want to claim as a tax deduction,

Send the form to

this address.

8. Privacy

The personal information provided on this form is collected by and held for Aware Super by the fund

administrator, Mercer Administration, in accordance with the Australian Privacy Principles of the Privacy

Act 1988 (Cth), for the purpose of administering accounts and providing services associated with fund

membership. For further information about how personal information is handled, please call us on

1300 650 873 or visit aware.com.au/privacy to view the privacy policy (a hard copy of the policy may

also be provided on request). The policy contains information about access to and correction of personal

information, how a complaint can be made about a privacy breach and other important information about

how personal information is collected, used and disclosed.

9. Declaration

Signature Date signed (DD-MM-YYYY)

Name (print in CAPITAL letters)

10. Where to send your completed form

We require original copies of this form. Please post the completed form to Aware Super PO Box 1229

WOLLONGONG NSW 2500.

•

I declare that the information I have provided in

this form is true and correct.

•

I understand that my insurance cover will cease if

I don’t have enough funds remaining in my super

account to pay premiums.

•

I declare that I have sucient information to make

an informed decision about the payment/transfer of

my benet from Aware Super.

•

I authorise my employer to provide the date of my

nal contribution if the payment of my benet is

being deferred until this is received.

•

I understand that any cash payment will be made to

the account detailed in section 5. I accept that I am

solely responsible for conrming that the correct

account information has been provided and is clear

and readable.

•

I understand that if I withdraw my account balance

in full, any contributions received by

Aware Super from my participating employer after

the payment/transfer will be refunded, unless I or

my employer open a new account.

•

I declare that I am an Australian or New Zealand

citizen or a permanent resident of Australia and not

a current or former temporary resident of Australia.

•

I declare that I am the member of Aware Super

who is signing this declaration or I have been given

Power of Attorney by the member and this Power of

Attorney remains valid. A certied copy of the Power

of Attorney has been provided.

•

I understand that if I don’t provide my tax le

number, I may have additional tax deducted from

my benet, and the taxed component of any cash

payment will be taxed at the highest marginal rate

plus the applicable levies if I am under age 60.

•

I authorise the exchange of my personal information

securely with the Australian Taxation Oce for the

purposes of verifying my identity, if necessary.

•

I have read, understood and accept the privacy policy.

•

I authorise the use of my personal details, above, for

the purpose of electronic data verication. I understand

that my information will be used to verify my identity

electronically using independent data sources.

Please sign and

date form here and

print your name.

you must send us the S290C tax form and have received

conrmation from us before you withdraw contributions.

Are certied Proof of Identity (POI) documents enclosed or have

you completed the electronic verication information in Section 7?

Required if you:

•

have a dierent name and/or address from our records

•

withdrawing all or part of your benet and have not provided

POI documents previously

•

have not provided your TFN

•

if documents previously provided have expired (Passports

are accepted if expiry is less than 2 years old)

•

are providing bank details for the rst time or changing a

previously nominated bank account.

Declaration – signed and dated?

Aware Super Pty Ltd (Trustee) ABN 11 118 202 672 AFSL 293340 Aware Super (Fund) ABN 53 226 460 365

page 6 of 8

FSS012 11/21

Notes

For information about access to and withdrawing your superannuation, you should read the current Member Booklet (Product Disclosure

Statement), and our fact sheets that discuss the conditions you must meet to access your super. The Member Booklet and fact sheets are

available on our website and free of charge from customer service on 1300 650 873.

IMPORTANT: If you are transferring all or part of your account balance to start an Aware Super income stream, you DO NOT need to

complete this form. You only need to complete the relevant income stream member application form.

Your personal details

Email address

The email address you provide will replace any email address we currently hold for you. For security reasons, please ensure that your

nominated email address is your personal email address and not a role-based email address such as employee_title@company.com.au.

Tax le number

When applying for your benet we encourage you to provide your tax le number (TFN) if you have not already done so. You don’t have

to provide your TFN but if you choose not to, and you are applying for your total benet, the payment will be reduced by the amount

of any additional no-TFN tax payable on your concessional contributions, and the benet, if taken in cash, will be taxed at the highest

marginal rate plus the Medicare levy and any other levies if you are under 60 years of age.

Under the Superannuation Industry (Supervision) Act 1993, the trustee is authorised to collect, use and disclose your TFN. The trustee

may disclose your TFN to another superannuation provider when your benets are being transferred, unless you write to your super

fund and ask the trustee not to disclose your TFN to any other trustee. It is not compulsory to provide your TFN but if you don’t, you may

pay additional tax on your contributions and benet payments, and some contributions may not be accepted.

Withdrawing your benet

Cashing declarations

You must satisfy one of the conditions of release listed in Section 3 if you want to withdraw your benet in cash. See How to access your

super, available at aware.com.au/factsheets or by calling us. If you have satised a cashing condition and you want to roll benets over

to another fund, complete Section 3 and we will assess your application and re-classify your benets (if appropriate) before we process

your request.

Payment details

Under superannuation law, we must pay your benets to you; we cannot make payments to a third party bank account. You can only

nominate an account held in your name, or held jointly in your name with other person(s).

Transferring your benet to another super fund

You can roll over or transfer all or part of your benet to another super fund at any time by completing the information requested in

Sections 2 and 6. If you are transferring to an APRA-regulated fund and you provide your TFN, you do not need to provide proof of

identity (POI) documents. If you do not provide your TFN you will need to provide certied POI documents and your transfer may take

longer to process.

Aware Super Pty Ltd (Trustee) ABN 11 118 202 672 AFSL 293340 Aware Super (Fund) ABN 53 226 460 365

page 7 of 8

FSS012 11/21

Proof of identity

We require proof of your identity before we can pay your benet. If you have already provided proof of identity you do not have to provide

it again, as long as you don’t change your name or the bank account you’ve nominated to receive payments and withdrawals. If either of

these have changed you must provide proof of identity in order for us to verify the change(s):

Change of name

If you have changed your name, you must provide a certied copy of one of the following name change documents:

•

marriage certicate or certicate of registration (if you are on the relationship register) issued by the Births, Deaths and Marriages

Registration Oce (ceremonial certicates cannot be accepted)

•

deed poll or change of name certicate from the Births, Deaths and Marriages Registration Oce. If you have reverted to your

maiden name, we will require your marriage certicate (from the Births, Deaths and Marriages Registration Oce) showing your

original maiden name and your married name.

Change of bank account details

You need to provide proof of identity documents when setting up or updating the bank account you’re nominating to receive payments

into. You can provide your identication for electronic verication in the proof of identity step of this form. Alternatively, you can

provide certied proof of identity, refer to the acceptable documents list below.

Power of attorney

If you are requesting benets on behalf of the member as the holder of their Power of Attorney, you must provide certied copies of POI

documents for yourself and the member.

We may request updated and/or additional certied POI documents at any time if we consider this is necessary for the security of our

members’ benets.

Acceptable documents and certication

Providing electronic proof of your identity

To verify your identity electronically, you can provide two government-issued identication documents - such as your Australian

Passport, Driver’s Licence and Medicare Card within the proof of identify step of this form. Alternatively, you must provide certied proof

of identity document(s). Refer to the acceptable documents list below.

Providing certied proof of your identity is a three-step process

Collect your originals

Collect your proof of identity

document(s). We have listed the

documents you can use below.

Photocopy your originals

Have your copies certied

Take your copies and your original

documents to a person who can certify

documents. A list of authorised certiers

and certication guidelines is included

under Certication of personal documents.

* If the document and/or the certication is not written in English, it must be accompanied by an English translation prepared by a translator accredited by the National

Accreditation Authority for Translators and Interpreters Ltd (NAATI). If you are unable to provide these documents, please call us to discuss alternatives.

You can provide:

A certied copy of one of the

following documents:

•

A current drivers licence with a

photograph, issued in Australia

or under the authority of a

foreign country.*

•

An Australian passport (if expiry

is less than 2 years old)

•

A current Australian state/

territory proof of age card

containing your photograph

•

A current passport, similar

travel document or national

identity card issued by a foreign

government department, the

UN or an agency of the UN,

containing your photograph

and either your signature or a

unique identier*

One certied document

from this list:

•

A birth certicate issued

by a state or territory of

Australia, by a foreign

government, or by the

United Nations or an

agency of the United

Nations*

•

A citizenship certicate

issued by the

Commonwealth or a

foreign government*

•

A current Centrelink

pension card that entitles

you to receive nancial

benets

One certied document from this list:

•

A notice issued by the ATO within the last 12 months

that shows your name and current residential

address and records an amount payable to or by

you e.g. your last tax assessment

•

A notice issued by a local council or utilities provider

in the last three months showing the provision of

services to you and your current residential address

e.g. rates notice, electricity or water bill

•

A notice issued by the Commonwealth or a

state or territory government within the last

12 months showing your name and current

residential address and the provision of nancial

benets to you e.g. Centrelink letter

•

If you’re under 18, you can provide a student card,

or a letter from a school principal. The letter must

include the date it was issued (within three months

of providing your proof of ID), your name, residential

address and the dates you attended the school.

Either: Or:

AND

Aware Super Pty Ltd (Trustee) ABN 11 118 202 672 AFSL 293340 Aware Super (Fund) ABN 53 226 460 365

If you are outside Australia

The following people can certify copies of the originals:

•

consular sta at an Australia Embassy, High Commission or Consulate

•

a public notary or other person authorised to administer an oath or armation or to authenticate documents in the country you are

visiting or living in.

The professions listed under If you are in Australia can only certify documents outside Australia if they work or are registered in

Australia. Where your documents are certied outside Australia, the certier must quote their registration number or the relevant law

that qualies them to authenticate your documents.

Certication of personal documents

All copied pages of original personal identity documents (including any change of name documents) must be certied as true copies

by an authorised person with the appropriate qualications or registration (see below) who cannot be the owner or addressee of the

document. The authorised person must sight the original and the copy to ensure the documents are identical, then certify each page

by writing “I certify that this document is a true copy of the original”, followed by their signature, printed name, address, qualication

(e.g. justice of the peace, Australia Post employee), registration number (if applicable) and date.

If you are in Australia

The following lists a subset of people who are

authorised to witness your signature on a statutory

declaration as well as certify copies of original

documents. For a complete list of authorised

witnesses/certiers, go to the Attorney-General’s

Department website at www.ag.gov.au.

•

Australia Post employee in charge of an oce

providing postal services (charges may apply)

•

chiropractor

•

dentist

•

nancial adviser or nancial planner

•

full-time or part-time teacher employed at

a school or tertiary institution

•

justice of the peace

•

legal practitioner

•

magistrate

•

medical practitioner

•

nurse

•

optometrist

•

pharmacist

•

physiotherapist

•

police ocer

•

psychologist

•

veterinary surgeon

page 8 of 8

FSS012 11/21

I certify that this document is a

true copy of the original.

Name: Kate Anderson

Address: 6 Some St Suburb NSW 2000

Qualiﬁcation: JP

Registration no: 123456

Date: 11 October 2021

Driver Licence

Samantha SAMPLE

123 ANY ST

SUBURB NSW 2000

Licence No.

12345678

Donor

Licence Class

Conditions

Date of Birth

01 JAN 1980

Expiry

01 JAN 2022

Card Number

2 123 456 789

SAMPLE

Details for the authorised person

to include are full name, address,

qualiﬁcation, registration number

(if applicable), date and signature.

The authorised person has

sighted the original identiﬁcation

and conﬁrmed that the copy is a

true copy.

Samantha Sample has provided

a copy of her identiﬁcation.

It includes her signature, full

name, date of birth and current

residential address.

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