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How do I fill this out?
To fill out this form, begin by providing your personal details including your full name and Tax File Number. Next, confirm your eligibility for a payment by ensuring your account balance is $200 or less. Finally, provide your payment details and sign the form before submission.
How to fill out the Close Your AustralianSuper Account and Withdraw Funds?
1
Provide personal details like name and date of birth.
2
Confirm eligibility for withdrawal based on account balance.
3
Provide proof of identity using Medicare or driver license.
4
Fill in your bank account details for fund transfer.
5
Sign the form and upload it to the specified website.
Who needs the Close Your AustralianSuper Account and Withdraw Funds?
1
Individuals with less than $200 in their AustralianSuper account require this form to withdraw their funds.
2
Ex-employees seeking to close their superannuation accounts must fill out this form.
3
Australian citizens or permanent residents who have ceased employment can use this form.
4
New Zealand citizens holding an eligible retirement visa need this form for withdrawal.
5
Anyone who intends to close their AustralianSuper account can utilize this withdrawal form.
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What are the instructions for submitting this form?
To submit this form, please ensure it is filled out completely and accurately. You may upload the completed form via our website at australiansuper.com/contact-us/upload-document. Additionally, for any inquiries, you can reach us at 1300 300 273, available 8 am to 8 pm AEST/AEDT on weekdays.
What are the important dates for this form in 2024 and 2025?
Important dates for this form include submission deadlines for account closures and changes in superannuation policies that may affect your eligibility. Updates for the 2024 and 2025 financial years should be checked periodically via the AustralianSuper website.
What is the purpose of this form?
The primary purpose of this form is to facilitate the closure of your AustralianSuper account and the withdrawal of your accrued superannuation funds. It ensures that the process adheres to relevant legislative requirements while protecting your interests. Understanding the purpose of the form helps streamline your interaction with superannuation withdrawals.
Tell me about this form and its components and fields line-by-line.
- 1. Last Name: Your family name.
- 2. First Name/s: Your given names.
- 3. Date of Birth: Your birth date in DDMMYYYY format.
- 4. Tax File Number: Your unique tax identifier.
- 5. Gender: Select your gender.
- 6. Member Number: Your AustralianSuper membership number.
- 7. Email: Your email address for communication.
- 8. Bank Account Details: Account information for fund transfer.
- 9. Signature: Your digital signature.
What happens if I fail to submit this form?
Failure to submit this form means you cannot access your funds under the specified eligibility criteria. Consequently, your AustralianSuper account remains active, and further contributions may still occur. It is crucial to complete and submit this form to enforce your withdrawal request.
- Account Maintenance: Your account will continue to incur any fees and maintenance charges.
- Inability to Withdraw Funds: You will not be able to access your superannuation funds.
- Potential Contributions: Any employer contributions may inadvertently affect your eligibility.
How do I know when to use this form?
- 1. Funds Withdrawal: To withdraw accrued funds from an inactive super account.
- 2. Account Closure: When you no longer wish to keep your super account open.
- 3. Eligibility Confirmation: To confirm your eligibility based on your account balance.
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Is signing the PDF secure?
Yes, our platform ensures a secure and smooth signing process.
How quickly can I process my withdrawal?
Once submitted, the processing time may vary, but it’s typically efficient.
Do I need to provide a Tax File Number?
Providing a TFN is optional, but it helps avoid higher tax deductions.
What happens if I don’t meet the eligibility criteria?
You may need to keep your account open or seek additional guidance.
Can I submit this form in person?
Submitting online is recommended, but check if local service options are available.
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