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Click ‘Get Form’ to open it in the editor.
Begin with Section A: Your Details. Fill in your Tax File Number (TFN), full name, date of birth, daytime phone number, current residential address, and email address. Ensure all fields are completed accurately.
Move to Section B: Fund Details. Enter the superannuation fund's ABN, full name, unique superannuation identifier (USI), member account number, and member account name. Verify that the fund is a complying superannuation fund that accepts payments from the ATO.
In Section C: Signature, sign and date the form. Remember that providing false information can lead to penalties.
Finally, save your completed form and follow the instructions for lodging it by mail to the Australian Taxation Office.
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