IOOF Employer Super | Forms booklet
Step 2: Details required for transfer
Section A: Details of your FROM fund
I request that the benet held in my super fund or income stream, as detailed below, be transferred to my account in the nominated super or
pension product specied in Step 1.
Name of your FROM fund
– – –
Member client identier
(if dierent from Account/member number)
Suburb State Postcode
Name of previous
employer (if applicable)
Date left employer
You can obtain this information from the Fund’s product disclosure statement, your latest Member Statement or by contacting the Fund.
Section B: Benet to be transferred
Amount to be transferred
Entire balance (account in the FROM fund will be closed) Approximate value $
Partial balance of $
You should be aware that a Capital Gains Tax (CGT) liability may arise and be deducted from your benet prior to the transfer.
We recommend that you seek taxation advice prior to authorising a transfer.
Payment instruction to FROM fund (SMSF only): Please forward a cheque made payable to ‘IPS – IOOF Employer Super
[your full name or account number]’ with any related documentation and certied proof of identity.
Step 3: Member/applicant declaration and signature
Important note: The Trustee collects the information in this form in order to process your investment instructions. Any personal information
By signing this request form, I am making the following statements
• I declare that I have fully read this form and declare that the details supplied are true and correct.
• I am aware that I may ask my FROM fund for all the information that I need to understand my benet entitlements in that fund
(including any fees orcharges that may apply and any other information about the eect this transfer may have on my benet).
• I understand and acknowledge the implications of transferring my benet from my FROM fund into my account in the nominated
• I discharge the Trustee of my FROM fund from all further liability in respect of the benets paid and transferred from my FROM fund
to my nominated IOOF account.
• I authorise the Trustee to make arrangements to have my benet (including any employer contributions still to be made to my FROM
fund) transferred from my FROM fund to my nominated IOOF account and I authorise IOOF Investment Management Limited (IIML)
to act onmy behalf in arranging and receiving information on this transfer.
• I am aware of and authorise the deduction of any fees or charges by my FROM fund and any tax payable from the benet transferred
to my account in the nominated IOOF account (subject to legislative restrictions).
• If I have provided my tax le number, I consent to it being disclosed for the purposes of consolidating my account.
Please forward all correspondence and enquiries to
Post IOOF Employer Super, Reply Paid 264, Melbourne VIC 8060
Email enquiries firstname.lastname@example.org
Telephone enquiries 1800 913 118