Home
Forms Library
Rollover benefits statement form

Rollover benefits statement 2025

rollover benefits statement form Preview on Page 1

See details

4.5 out of 5

50 votes

The document outlines the requirements for providing a rollover benefits statement to members during superannuation fund transactions, excluding death benefit rollovers. It details when to use the form, instructions for completion, and necessary declarations. The document emphasizes compliance with data standards and mandates timely communication with members and record-keeping.

Here's how it works

01. Edit your rollover benefits statement form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Rollover benefits statement with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the Rollover benefits statement in the editor.
Begin with Section A: Receiving fund. Fill in the Australian business number (ABN), fund name, and postal address. Ensure all details are accurate and complete.
Move to Section B: Member’s details. Enter the tax file number (TFN), full name, residential address, date of birth, sex, daytime phone number, and email address if applicable.
In Section C: Rollover transaction details, provide the service period start date and detail the tax components and preservation amounts. Make sure totals at items 13 and 14 match the rollover payment amount.
If applicable, complete Section D for non-complying funds. Then proceed to Section E: Transferring fund by entering the fund ABN, name, contact name, phone number, and email.
Finally, complete Section F: Declaration by printing your full name, signing, and dating it. Review all information for accuracy before submission.

Start using our platform today to effortlessly fill out your Rollover benefits statement online for free!

See more Rollover benefits statement versions

We've got more versions of the Rollover benefits statement form. Select the right Rollover benefits statement version from the list and start editing it straight away!

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

be ready to get more

Complete this form in 5 minutes or less

Get form

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.

What is the benefit statement for insurance?

The explanation of benefits lists the cost of your care, and how much your health insurance company will pay. Provider Charges is the amount your provider bills for your visit. Allowed Charges is the amount your provider will be paid. This may not be the same as the Provider Charges.

What is a rollover benefit 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.

What is an example of an employer benefits package?

Employee Benefits Package Examples Heres one example of an employee benefits package designed to attract and retain employees: 401K plan with employer matching. Medical, dental and vision insurance with a range of coverage/co-pay options for employees. $100/month gym or fitness reimbursement.

What is an employer benefits statement?

Benefit statements, or total compensation statements, help employees understand the value of their pay and benefits package. An effective benefit statement clearly communicates the significant contribution your company makes to their well-being and financial security.

What is the rollover benefit?

Rollover benefits allow taxpayers to defer the payment of capital gains tax by reinvesting the proceeds from the sale of an asset into another specified asset within a specific timeframe. This means home owners have an option to reinvest their proceeds in another property without paying any LTCG tax.

What is an example of a benefit from an employer?

Health Insurance - Health Insurance is one of the most common and important benefits an employer can offer. Nationally, annual healthcare costs average more than $7,000 per year for an individual and more than $20,000 for a family ing to a study by the Kaiser Family Foundation.

Are you rolling over a super death benefit?

It can be commuted and rolled over to another fund if the beneficiary is eligible to receive a death benefit income stream. Once the death benefit is rolled over to the new fund, it must immediately be taken as a death benefit income stream or a lump sum and cant be held in accumulation phase.

What is a benefit statement example?

For instance, a startup offering a project management software might use a benefit statement like this: Boost team productivity with our intuitive project management software. Stay organized, meet deadlines, and collaborate seamlessly, all in one place.

Rollover benefits statement 2025

Here's how it works

How to use or fill out Rollover benefits statement with our platform

See more Rollover benefits statement versions

Complete this form in 5 minutes or less

Got questions?

What is the benefit statement for insurance?

What is a rollover benefit statement?

What is an example of an employer benefits package?

What is an employer benefits statement?

What is the rollover benefit?

People also ask

What is an example of a benefit from an employer?

Are you rolling over a super death benefit?

What is a benefit statement example?

Related links

Try more PDF tools

Rollover benefits statement 2025

Here's how it works

How to use or fill out Rollover benefits statement with our platform

See more Rollover benefits statement versions

Complete this form in 5 minutes or less

Got questions?

What is the benefit statement for insurance?

What is a rollover benefit statement?

What is an example of an employer benefits package?

What is an employer benefits statement?

What is the rollover benefit?

Related Searches

People also ask

What is an example of a benefit from an employer?

Are you rolling over a super death benefit?

What is a benefit statement example?

Related links

Try more PDF tools