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Request to Transfer Whole Balance of Superannuation Benefits Between Funds Colonial Select Personal

Request to Transfer Whole Balance of Superannuation Benefits Between Funds Colonial Select Personal 2025

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The document is a request form for transferring the entire balance of superannuation benefits from one fund to another, specifically from a personal superannuation fund to the Colonial Super Retirement Fund. It includes important considerations regarding tax implications, fees, and potential loss of benefits when withdrawing or rolling over superannuation. The form requires personal details, proof of identity, and authorizations, emphasizing that it cannot be used for partial transfers or changing employer contribution funds.

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How to use or fill out Request to Transfer Whole Balance of Superannuation Benefits Between Funds Colonial Select Personal

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Click ‘Get Form’ to open it in the editor.
Begin by filling in your personal details. Ensure you provide your title, family name, given names, residential address, date of birth, tax file number, gender, and contact phone number. Mandatory fields are marked with an asterisk.
In the Fund Details section, specify the name of your current fund (From fund) along with its phone number, membership/account number, ABN, and USI. If transferring from multiple accounts, complete a separate form for each.
Next, provide details for the To fund. This should include the Colonial Super Retirement Fund's name and address along with its phone number and membership/account number.
Attach certified proof of identity documents as specified in the form. This could be a driver’s license or passport.
Sign and date the authorization section at the end of the form to confirm that all information is accurate and true.
Review all completed sections for accuracy before sending your request form along with certified documents to either fund.

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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.

How to transfer superannuation fund from previous employer?

Pre-requisites for Transferring Superannuation to NPS You should have a valid PRAN (Permanent Retirement Account Number). Coordination between your old employer/trust and the new employer/Point of Presence (POP) is required. Necessary documentation like transfer letters and fund release instructions must be ready.

How long does it take for superannuation to be transferred?

If youre transferring super from another super fund, it takes around three days to complete the transfer. The ATO generally pays any lost or unclaimed super within a week. Key points: The more accounts you have, the more fees you pay.

How do I transfer all my super to another fund?

Use ATO online services through myGov Select Super. Select from the Information and manage options. You can check your super balances, find lost super, compare super products, choose a new super fund and transfer your super.

How do you elect to release money from any of your existing super balances?

A Release Authority is issued by the Australian Taxation Office (ATO) when an individual elects to release funds from a Superfund to meet certain ATO tax obligations. When the Superfund receives a valid Release Authority from the ATO, it is authorised to release an amount from the members super account.