Unisuper withdrawal form 2025

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4.8 out of 5

63 votes

This document is a fact sheet and withdrawal form for UniSuper members, detailing the process for making full or partial lump sum withdrawals from their superannuation. It outlines eligibility criteria based on preservation status, conditions of release, and the importance of providing a Tax File Number (TFN). The document also includes information on certified proof of identity requirements, tax implications for withdrawals, and specific rules for Defined Benefit Division members and temporary residents. Additionally, it provides guidance on how to complete the withdrawal form and the necessary steps to ensure compliance with legal requirements.

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Click ‘Get Form’ to open the unisuper withdrawal form in the editor.
Begin by filling out your personal details in Part A, including your UniSuper member number, name, date of birth, and contact information. Ensure you use black or blue ballpoint pen and print in capital letters.
In Part B, specify whether you are making a full or partial lump sum withdrawal. If partial, indicate the amount while ensuring it meets the minimum balance requirement of $5,000.
Provide your tax file number (TFN) in Section 2. While it's not mandatory, including it can help reduce tax deductions on your withdrawal.
Select your payment option in Section 6. You can choose between electronic funds transfer (EFT) or cheque.
Complete the declaration in Part C by reading through the terms and signing at the bottom of the form. Make sure all required documents are attached before submission.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I still get $10,000 out of my super?

You can withdraw a minimum of $1,000 and a maximum of $10,000. You can only make one withdrawal from your Cbus Super account in any 12-month period. 2. You are not gainfully employed on a full or part-time basis on the date of the application for your benefit.

Can I withdraw my non-preserved super?

All unrestricted non-preserved benefits can be cashed out on request from the member (no cashing restrictions).

Can I withdraw $5000 from my super?

If you withdraw super due to severe financial hardship it is taxed as a super lump sum. The minimum amount that can be withdrawn is $1,000 and the maximum amount is $10,000. If your super balance is less than $1,000 you can withdraw up to your remaining balance after tax.

When can you cash out super?

You can get your super when you retire and reach your preservation age. This is between 55 and 60, depending on when you were born. Or when you reach age 65, even if you are still working. There are special circumstances where you can access your super early.

When can I cash out my super?

After age 60, most people can withdraw their super tax-free. Before 60, you might need to pay some tax on your withdrawals. The amount depends on whether youre taking a lump sum or income stream, and whether the money comes from taxable or tax-free components of your super.

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Does UniSuper accept electronic signatures?

NOTE: We cant accept digital or electronic signatures on this form. Or mail the completed and signed form to UniSuper, Level 1, 385 Bourke Street, Melbourne Vic 3000. If youre providing certified copies of your proof of identity documents, they must contain an original signature.

What are the rules for withdrawal of superannuation funds?

Rules for accessing your super Under 6060-6465+ You cannot access your super until you reach 60 except under early access rules. You can access your super if you meet a condition of release. You can access your super, whether you are working or not.

How much can I withdraw from my super at age 60?

There are absolutely no restrictions to accessing your Super Benefit when aged between 60 and 64 after you are retired. There are two ways you can access your Super; either as a lump-sum payment or as a pension.