Fillable EAFR01-early-access-specified-compassionate-grounds Early access - specified compassionate grounds - Benefit application form and information

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EAFR01-early-access-specified-compassionate-grounds Early access - specified compassionate grounds - Benefit application form and information

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1 of 8EAFR01
Defence Force
Rerement and Death
Benets Scheme
ABN: 39 798 362 763
Australian Defence
Force Superannuaon
ABN: 90 302 247 344
RSE: R1077063
Commonwealth
Superannuaon Scheme
ABN: 19 415 776 361
RSE: R1004649
Public Sector
Superannuaon
accumulaon plan
ABN: 65 127 917 725
RSE: R1004601
Military Superannuaon
and Benets Scheme
ABN: 50 925 523 120
RSE: R1000306
Australian Defence
Force Cover
ABN: 64 250 674 722
Public Sector
Superannuaon Scheme
ABN: 74 172 177 893
RSE: R1004595
1922 Scheme
DFRB Scheme
PNG Scheme
DFSPB
CSC rerement income
Any nancial product advice provided in this document is general advice only and has been prepared without taking account of your personal objecves, nancial situaon or needs. Before acng on any such general
advice, you should consider the appropriateness of the advice, having regard to your own objecves, nancial situaon and needs. You may wish to consult a licensed nancial advisor. Before making any decision in
relaon to a scheme or nancial product referred to in this document, you should obtain a copy of the Product Disclosure Statement for that scheme or product.
Commonwealth Superannuaon Corporaon (CSC) ABN: 48 882 817 243, AFSL: 238069, RSEL: L0001397
Benefit application form and information
Things you need to note:
Before you complete this form please read the Product Disclosure
Statement (PDS) for your scheme and the Early access to your super
benefits factsheet.
You will need to contact the Australian Taxation Office (ATO) for
an approval letter to authorise the release of monies on specified
compassionate grounds. For more information about approval for
early access on these grounds, refer to the ATO website at ato.gov.au
Who should use this form
Use this application if you are an ‘eligible member’ and the ATO has
approved an early release of benefits on compassionate grounds.
You will need to provide a copy of the ATO’s approval* letter with this
completed form.
Note: Any release of benefits must also be in accordance with scheme rules.
We can only release the full amount approved by the ATO if there is enough equity
in your account that can be released.
Who is an eligible member?
An ‘eligible member’ is a contributing, preserved, or associate member of a CSC scheme, excluding:
• Pensioners
• CSS Associate members
• DFRDB members (unless you have a MilitarySuper Ancillary Account)
• MilitarySuper members who have reached their preservation age
Note: MilitarySuper contributing members, as well as members over the age of 55 who
have yet to meet their preservation age, are only eligible to access their Ancillary Benefit.
What you need to provide with your application
For your application to be processed, Commonwealth Superannuation Corporation (CSC) requires:
• this form to be fully completed;
and
• a copy of your ATO approval letter to be attached, which will authorise the release of monies on specified
compassionate grounds;
and
• that your identity is verified (refer to Identification requirements on page 4).
Your privacy is important to us
We’re committed to protecting your privacy. We collect your personal information for the purposes of providing
superannuation services to you, improve our products and to keep you informed. We will only share your personal
information where necessary for providing superannuation services to you. This may include disclosing your personal
information to our scheme administrator, service providers or government or regulatory bodies. Your personal information
may be accessed overseas by our service providers. Please see our privacy policy for full details. Your personal information
will not be otherwise used or disclosed unless required or permitted under law. A full copy of our privacy policy as well as
the privacy complaint process is available at csc.gov.au/Members/Privacy-policy
Early access – specied
compassionate grounds
EAFR01
08/19
This form is for...
CSS, PSS, MilitarySuper,
ADF Super and PSSap members.
If you have any questions regarding
this form please refer to the contact
details on the last page.
2 of 8EAFR01
This page has been
left blank on purpose
Any nancial product advice provided in this document is general advice only and has been prepared without taking account of your personal objecves, nancial situaon or needs. Before acng on any such general
advice, you should consider the appropriateness of the advice, having regard to your own objecves, nancial situaon and needs. You may wish to consult a licensed nancial advisor. Before making any decision in
relaon to a scheme or nancial product referred to in this document, you should obtain a copy of the Product Disclosure Statement for that scheme or product.
Commonwealth Superannuaon Corporaon (CSC) ABN: 48 882 817 243, AFSL: 238069, RSEL: L0001397
Defence Force
Rerement and Death
Benets Scheme
ABN: 39 798 362 763
Australian Defence
Force Superannuaon
ABN: 90 302 247 344
RSE: R1077063
Commonwealth
Superannuaon Scheme
ABN: 19 415 776 361
RSE: R1004649
Public Sector
Superannuaon
accumulaon plan
ABN: 65 127 917 725
RSE: R1004601
Military Superannuaon
and Benets Scheme
ABN: 50 925 523 120
RSE: R1000306
Australian Defence
Force Cover
ABN: 64 250 674 722
Public Sector
Superannuaon Scheme
ABN: 74 172 177 893
RSE: R1004595
1922 Scheme
DFRB Scheme
PNG Scheme
DFSPB
CSC rerement income
3 of 8EAFR01
A
Your Details
Please complete all fields in this section.
A contact phone number and email address is requested in case we need to contact you about your application.
Supplying these details may help avoid delays in processing.
Which scheme are you
applying for a release from?
CSS PSS MilitarySuper ADF Super PSSap
Reference number
Title
Mr Mrs Ms Miss Other
Surname
Given name(s)
Date of birth
D D M M Y Y Y Y
/ /
Residential address
SUBURB STATE POSTCODE
Postal address
(leave blank if same as
residential address)
SUBURB STATE POSTCODE
Phone
BUSINESS HOURS AFTER HOURS
MOBILE NUMBER
Email
@
Form start
EAFR01
08/19
Early access – specied
compassionate grounds
Section A continued on next page
4 of 8EAFR01
Tax File Number
Under the Superannuation Industry (Supervision) Act 1993, CSC is authorised to collect, use and disclose your
tax file number. We may disclose your tax file number to another superannuation provider when your benefits
are being transferred, unless you request to us in writing that your tax file number not be disclosed to any other
superannuation provider. Declining to quote your tax file number is not an offence, however giving your tax file
number to us will have the following advantages:
• we will be able to accept all permitted types of contributions to your account/s;
• other than the tax that may ordinarily apply, you will not pay more tax than you need to–this affects
both contributions to your superannuation and benefit payments when you start drawing down your
superannuation benefits; and
• it will make it much easier to find different superannuation accounts in your name so that you receive all your
superannuation benefits when you retire.
B
ATO Release
Application for early access to superannuation benefit
on specified compassionate grounds
Please complete all fields and enclose a copy of the ATO letter with your application.
I,
hereby apply for part of my superannuation benefit amounting to the sum of*
$
*The amount you request to be released must be less than or equal to the amount specified in the ATO approval letter.
I have enclosed the written determination by ATO that I have satisfied the condition of release of my superannuation
benefit on specified compassionate grounds.
C
Bank details
Note: We can only pay your benefit into an Australian account held in
your name. If it’s a joint account, one of the names listed must be yours.
Name of institution
Name of account holder
Branch location
Branch (BSB) number
-
Account Number
Note: If the BSB number or account number you have provided is incorrect, the payment will not be accepted by your financial institution.
D
Identification requirements
To confirm your identity, we need some information from you—this is to protect your benefit against
fraud, money laundering and terrorism financing, under the Anti-Money Laundering and Counter-Terrorism
Financing Act 2006.
Verifying your documents
You can authorise us to verify your identification electronically using the Document Verification
Service (DVS). DVS is a national online system that allows approved government agencies and
organisations to compare a member’s identifying information with a government record. It is
not a database and does not store any personal information. Requests to verify a document
are encrypted and sent via a secure communications pathway to the document issuing
authority for checking.
If you don’t provide authorisation to have documents verified electronically or your
documents are incompatible with DVS, you will need to provide certified copies of
required documents. Please also refer to the section Certifying your documents.
DVS is only compatible
with some identification
documents, these have
been listed below.
Section D continued on next page
5 of 8EAFR01
An electronic copy of your identification documents will be stored in a secure environment and hard
copies will be securely stored off-site. All copies will only be used for the purpose of confirming your
identity. You need to send in identification with every application.
Certifying your documents
If you’re providing certified documents, the certifying authority must confirm in writing you are the
valid holder of the identification you are presenting, and any copies are true copies of the original.
IMPORTANT: The certification must include the name, signature, qualification and registration number
of the certifying authority (if applicable), and the date of the certification.
The following sample of certifying authorities can certify your documents in Australia:
• Dentist
• Employee of a Commonwealth authority engaged on a permanent
basis with five or more years of continuous service who is not specified
elsewhere in this document
• Financial Adviser or Financial Planner
• Justice of the Peace (JP)
• Legal Practitioner
• Medical Practitioner
• Member of the Australian Defence Force who is:
• an Officer
or
• a Non-Commissioned Officer within the meaning of the Defence Force
Discipline Act 1982 with five or more years of continuous service
or
• a Warrant Officer within the meaning of the Defence Force Discipline Act 1982
• Midwife
• Notary Public
• Nurse
• Occupational therapist
• Physiotherapist
• Psychologist.
Please note:
We require a copy of
both sides of your
identification document.
For a full list of certifying authorities refer to Schedule 2 of the Statutory Declarations
Regulations 2018 available at legislation.gov.au
Section D continued on next page
6 of 8EAFR01
How can I meet the identification requirements?
You only need to provide one document from the Primary photographic identification category.
If you can’t provide any Primary photographic identification you will need to provide one secondary
identification document from List A AND one secondary identification document from List B. We can
only accept documents that are listed below for identification purposes.
If the name we hold on file for you is different to the name on your identification, or two pieces of
identification are in different names, please provide a certified copy of your Marriage or Change of
Name certification.
If you would like us to use DVS to verify your identification, please provide authorisation below.
I confirm that I am authorised to provide the personal details presented and I consent to the
information being checked with the document issuer or official record holder via 3rd party systems
for the purposes of confirming my identity.
You must provide a copy* of one of the following:
Primary photographic identification
DVS compatibility is shown as or
A current Australian Driver’s Licence.
A current Australian Passport (or one which has expired within the last two years).
A current Australian Proof of Age card (issued under a State or Territory law).
Secondary identification requirements
Only provide these documents if you’re unable to provide one of the Primary photographic
identification documents.
List A
Your Australian Birth Certificate or extract issued by a State or Territory.
Please note: Birth Certificate extracts and Birth Certificates issued before 1970 may not be verified by DVS.
Your Citizenship Certificate issued by the Commonwealth.
Your current Pensioner Concession Card issued by the Department of Human Services.
List B
Your notice issued by the Australian Taxation Office (ATO) within the last 12 months that shows
your name, current residential address, and records an amount payable either to or from the ATO.
Your notice issued by a local council or utilities provider in the last three months showing the
provision of services and current residential address. For example: rates notice, electricity or
water bill.
Your 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 a financial
benefit. For example: a Centrelink letter.
Certifying your documents overseas
If you live overseas and need to have documents certified, it needs to be done by a person authorised
as a notary public in a foreign country, or by a person who is on a list of persons before whom a
statutory declaration may be made and who has a connection to Australia. For example: a doctor who
is registered in Australia and working overseas, or an Australian Consular Officer. Refer to ag.gov.au and
dfat.gov.au for more information. Documents provided in a foreign language must be accompanied by a
certified translation completed by an accredited translator.
Persons residing overseas and foreign residents may need to contact us.
*Please, don’t send original documents.
If your documents are
incompatible with DVS,
don’t forget to provide
certified copies.
7 of 8EAFR01
E
Declare and sign this form
I declare that:
• the information I have provided is true and correct to the best of my knowledge;
• I acknowledge it may be a criminal offence to knowingly provide false or misleading information or documents;
• I have read the relevant PDS for my scheme and I understand the options available for my retirement;
• I understand that supplying my TFN is optional and that if I have not provided my TFN, tax will be deducted at the
highest marginal tax rate (plus Medicare levy);
• the TFN I have provided is the same number advised to me by the ATO;
I understand that if I have not provided all the required information, this application may be returned to me for
completion and payment will be delayed.
Your name
FULL NAME
SIGNATURE
Date signed
D D M M Y Y Y Y
/ /
F
Checklist
I have read all the information in this form, the PDS and Early access to your super benefits factsheet,
and any other information I require to make an informed decision.
I have attached a copy of my ATO release letter.
I have included my bank account details at Section C.
I have attached certified copies of documents to prove my identity, or I have completed Section D and
agreed to have my documents verified electronically.
Sign
8 of 8
EAFR01
EMAIL members@css.gov.au
PHONE 1300 000 277
FAX (02) 6275 7010
MAIL CSS
GPO Box 2252,
Canberra ACT 2601
WEB csc.gov.au
EMAIL members@pss.gov.au
PHONE 1300 000 377
FAX (02) 6275 7010
MAIL PSS
GPO Box 2252,
Canberra ACT 2601
WEB csc.gov.au
EMAIL members@pssap.com.au
PHONE 1300 725 171
FAX 1300 364 144
MAIL PSSap
Locked Bag 9300
Wollongong NSW 2500
WEB csc.gov.au
EMAIL members@adfsuper.gov.au
PHONE 1300 203 439
FAX 1300 204 314
MAIL ADF Super
Locked Bag 9400
Wollongong DC NSW 2500
WEB csc.gov.au
EMAIL members@enq.
militarysuper.gov.au
PHONE 1300 006 727
FAX (02) 6275 7010
MAIL MilitarySuper
GPO Box 2252
Canberra Act 2601
WEB csc.gov.au
G
Lodgement
Send your completed application to
For PSSap members
PSSap
Locked Bag 9300
Wollongong NSW 2500
or
email to:
formsandapplications@pssap.com.au
For ADF Super members
ADF Super
Locked Bag 9400
Wollongong DC NSW 2500
All other Schemes
(CSS, PSS, MilitarySuper)
or
email to:
formsandapplications@adfsuper.gov.au
GPO Box 2252
Canberra ACT 2601
or
email to:
formsandapplications@csc.gov.au
End Form
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