Home
Forms Library
Application to Pay in a Transfer Amount - MilitarySuper

Application to Pay in a Transfer Amount - MilitarySuper 2025

Application to Pay in a Transfer Amount - MilitarySuper Preview on Page 1

See details

4 out of 5

22 votes

The document is an application form for current members of the Defence Force Retirement and Death Benefits Scheme (DFRDB) or the MilitarySuper Scheme (MSBS) to transfer funds from other superannuation accounts into MilitarySuper. It outlines the necessary steps, definitions of transfer amounts, tax implications, and privacy considerations. Members are advised to read the Product Disclosure Statement and provide identification when submitting the form.

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 Application to Pay in a Transfer Amount - MilitarySuper 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 Application to Pay in a Transfer Amount - MilitarySuper in the editor.
In Part A, provide your personal details including your service type, scheme, service number, salutation, surname, given names, date of birth, postal address, phone numbers, and email address.
Move to Part B and authorize the transfer by checking the boxes that confirm your understanding of the terms regarding your previous superannuation fund and MilitarySuper.
In Part C, fill in the details of your previous superannuation fund including its name, membership number or policy number, address, and contact number.
Refer to Part D for the document checklist. Ensure you have certified copies of documents proving your identity ready for submission.
Finally, review all sections for accuracy before submitting the form as instructed in Part E.

Start using our platform today to easily complete your Application to Pay in a Transfer Amount - MilitarySuper 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.

Is MSBS a pension or lump sum?

Your Member and Ancillary Benefit must be taken as a lump sum. The employer Benefit can be a pension or lump sum. There may be cashing restrictions on a lump sum, meaning some of the money may not be able to be paid as cash all at once, and may have to be rolled over to the next year.

Can you rollover pss super?

Depending on your circumstances, you may be eligible to roll out some, or all of your PSS benefit. The following table sets out what can be rolled out and when.

Can I transfer my PSS Super to another fund?

The legislation and scheme rules that govern PSS dont allow you to transfer your preserved PSS benefit to another superannuation scheme or approved deposit fund at any time; you must meet certain criteria to do so. You can, however, elect to have your Post95 Transfer Amounts rolled over to another fund at any time.

How much does it cost to transfer your super?

Is there a fee to transfer super? No, there are no fees to transfer super between super funds in Australia. Not only is there no cost to consolidate super, but it can also save you time and money with only one set of fees, which means more income for you in retirement.

Can I withdraw my super from PSS?

You can withdraw your super benefit*: when you permanently leave the workforce on or after age 60 if you retire on or after your preservation age as set out in Table 1 if we have approved your invalidity retirement and certified that you are entitled to receive invalidity benefits under PSSap if you suffer

Can I move my super from one fund to another?

If you have more than one super fund, you can transfer all your money into one fund. This saves you money by only paying fees on one account. You can combine your accounts using your ATO online account through myGov.

What is a post 95 transfer amount?

Post 95 transfer amount is any money transferred into your PSS account after 1995. This includes amounts transferred from other super funds, or government contributions.

Can I transfer my military super to another fund?

You can choose to move your super into another super fund at any time. Youll need to contact your super fund of choice to set it up. Submit an AE689 form to get Defence to pay your super into the new fund.

Application to Pay in a Transfer Amount - MilitarySuper 2025

Here's how it works