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Send income stream product form sa330 via email, link, or fax. You can also download it, export it or print it out.
How to use or fill out sa330 with our platform
- Click ‘Get Form’ to open the sa330 in the editor.
- Begin by filling in Customer 1's details, including family name and first given name. Ensure you print in BLOCK LETTERS for clarity.
- Next, provide the provider details such as the name of the provider, date of birth, and Australian Business Number (ABN).
- Indicate whether the income stream is purchased with superannuation money or paid from a Self Managed Superannuation Fund (SMSF) or Small APRA Fund (SAF).
- Complete sections regarding joint ownership if applicable. If there is a joint owner, provide their details as required.
- Proceed to fill out product details including product reference number and type of income stream. Follow any specific instructions provided for each section.
- Finally, review all entries for accuracy before submitting your form online through our platform within the specified timeframe.
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