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Rollover benefit statement

Rollover benefit statement editable 2026

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The document is a Rollover Benefits Statement form for trustees of superannuation funds, used when a member requests to roll over their benefit payment. It includes sections for the receiving fund's details, member's information, rollover payment specifics, and the trustee's contact information. The form must be completed in block letters and submitted within specified timeframes.

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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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Versions	Form popularity	Fillable & printable
2017	4.5 Satisfied (50 Votes)
2007	4 Satisfied (39 Votes)

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

What is the purpose of a rollover?

The basics As you switch jobs or retire, an IRA rollover allows you to keep potential tax benefits and move funds to an account that can offer more investment options and flexibility than many employer-sponsored retirement plans.

What is a rollover statement?

A rollover is when you move the assets in an employer-sponsored retirement plan, such as a 401(k) or 403(b), into an IRA.

What is an example of a rollover?

Most pre-retirement payments you receive from a retirement plan or IRA can be rolled over by depositing the payment in another retirement plan or IRA within 60 days. You can also have your financial institution or plan directly transfer the payment to another plan or IRA.

How do I prove I rolled over my 401k?

Review Form 5498. This is an information form that provides details about the rollover and confirms to the IRS that the distribution was successfully rolled over.

What is a roll over statement?

A rollover benefit statement is an important document throughout the life of your superannuation. It provides a clear audit trail of when and where superannuation balances have been rolled over. Rollover benefit statements are prepared when superannuation balances are moved between super funds.

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How to get rollover benefit statement?

Trustees can provide the Rollover Benefit Statement to the receiving fund by sending the information electronically via SuperStream. If this is not available to the trustee they must provide a paper statement to the receiving fund using the ATO Form NAT 70944.