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Bt super withdrawal request form 2025

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The document is an annual statement for the BT Lifetime - Personal Super fund, detailing account information as of June 30, 2011. It includes a summary of investments, contributions, deductions, insurance details, and transaction history. The statement provides insights into the performance of the investment options and outlines the member's benefits and rights regarding their superannuation account.

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Click ‘Get Form’ to open the bt super withdrawal request form in the editor.
Begin by entering your personal details, including your full name and address. Ensure that these details match those on your annual statement for accuracy.
Next, locate the section for your investor number and superannuation product identification number. These numbers are crucial for processing your request.
In the contributions section, specify any employer contributions and voluntary contributions you wish to withdraw. Be clear about the amounts to avoid delays.
Review the deductions section carefully. This includes any applicable fees or taxes that may affect your withdrawal amount.
Finally, sign and date the form electronically using our platform’s signature feature, ensuring all information is correct 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.

How do I contact BT Super Australia?

If you have any questions about BT Super for Life, or would like a copy of the PDS or this booklet, please visit our website at bt.com.au/superforlife or call our Customer Relations team on 132 135 between 8.30am and 5.30pm (Sydney time), Monday to Friday or email us at bt.com.au/contact-us.

Is BT Super still active?

On or around 1 April 2023 (transfer date) were closing the BT Super, BT Super for Life and BT Super for Life Westpac Group Plan products and transferring all accounts to the Mercer Super Trust (Mercer Super).

What is the address for BT superannuation?

The fund address for BT Super is: GPO Box 3958, Sydney, NSW 2001.

What is BT Super?

BT Super Invest lets you invest your super how and when you want in one convenient place. Access a range of investments including shares, ETFs, ready-made portfolios, managed funds and more. Download the Investment Options Booklet (PDF) for a full list. Start with a little or a lot.

How do I speak to a real person at BT?

Need some help with a product or service? Home customers. or call 0330 1234 150. Business customers. or call 0800 800 152. OpendocHub.

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Is BT Super part of Westpac?

BTPS, BTFM and WFSL are subsidiaries of Westpac.

What fees does BT Super charge?

Pay for your investments # Term Deposits$0 Trading shares and ETFs $12.50 per trade, or 0.11% of the transaction value (if greater) ETFs 0.04% p.a. to 1.76% p.a. (charged by the manager) Managed Funds 0.18% p.a. to 1.73% p.a. (charged by the fund manager) Managed Portfolios 0.34% p.a. to 1.16% p.a. (charged by the issuer)