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How to use or fill out rollover benefit statement editable
- Click ‘Get Form’ to open it in the editor.
- Begin with Section A: Enter the receiving fund’s details, including the Australian business number (ABN), name, and postal address. Ensure you provide at least one of the required fund numbers.
- Move to Section B: Fill in the member’s details. Include their tax file number (TFN), title, full name, postal address, date of birth, sex, daytime phone number, and email address if applicable.
- In Section C: Rollover payment details, specify the service period start date and detail the rollover components. Clearly indicate amounts for tax-free and taxable components.
- Complete Section D: Your details by providing your fund’s ABN, name, contact information, and signature of an authorized person along with the date.
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