SUPERANNUATION FUND REFUND OF CONTRIBUTIONS - gov pe 2025

Get Form
SUPERANNUATION FUND REFUND OF CONTRIBUTIONS - gov pe Preview on Page 1

Here's how it works

01. Edit your 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 SUPERANNUATION FUND REFUND OF CONTRIBUTIONS - gov pe with our platform

Form edit decoration
9.5
Ease of Setup
DocHub User Ratings on G2
9.0
Ease of Use
DocHub User Ratings on G2
  1. Click ‘Get Form’ to open it in the editor.
  2. Begin with Part I – Member Information. Fill in your name, telephone number, SIN, date of birth, mailing address, date of termination, and employee ID. Ensure all details are accurate for processing.
  3. Move to Part II – Payment Options. Decide how you want your refund: either a cash portion or a transfer to an RRSP. For cash, indicate the percentage and be aware of the income tax implications based on your refund amount.
  4. In Part III – Spousal Information, if applicable, have your spouse sign if you are a vested member. If not applicable, check the appropriate boxes confirming your status.
  5. Complete Part IV if you authorize any deductions owed to your employer. Sign and date this section as well.
  6. Review all sections for completeness before submitting the form via fax or mail as indicated at the bottom of the document.

Start using our platform today to fill out your SUPERANNUATION FUND REFUND OF CONTRIBUTIONS form easily and for free!

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.
Contact us
If you leave your job before becoming eligible for retirement, you can cash out and receive a lump sum. Or, if you have at least five years of creditable service, you could wait until youre of retirement age to apply for monthly benefits. This is also called deferred retirement.
A refund is a lump-sum payment of the total contributions plus interest paid by Federal employees into the Civil Service Retirement and Disability Fund (CSRDF) which includes the Civil Service Retirement System (CSRS) or Federal Employees Retirement System (FERS).
Your retirement contributions are not taxable, but interest included in the payment is taxable.
You can usually ask for a refund of your pension contributions if you leave a pension scheme shortly after joining. If you leave after these periods, youll either need to keep the pension where it is, or transfer it to another provider.
be ready to get more

Complete this form in 5 minutes or less

Get form