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Application by Associate to Rollover Associate A Benefit

Application by Associate to Rollover Associate A Benefit 2025

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The document is an application form for Associates of the Military Superannuation and Benefits Scheme (MilitarySuper) to rollover their Associate A benefit. It outlines eligibility criteria, including not having reached preservation age, and provides instructions on how to complete the form, including identity verification requirements and rollover fund nominations. The document emphasizes the importance of providing accurate information and includes details on tax implications related to the rollover process.

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Click ‘Get Form’ to open the Application by Associate to Rollover Associate A Benefit in the editor.
Begin with Part A, where you will provide your personal details including your service number, name, date of birth, and contact information. Ensure all fields are filled accurately.
In Part B, complete the identification requirements. You must attach certified copies of documents that prove your identity as specified in the form.
Proceed to Part C to specify your rollover fund nominations. You can nominate up to two funds; ensure you include their names and Australian Business Numbers (ABNs).
Fill out Part D with your Tax File Number (TFN) if applicable. Remember that providing your TFN is optional but beneficial for tax purposes.
In Part E, sign and date the declaration confirming that all information provided is true and correct.
Finally, send the completed application to MilitarySuper at the address provided in Part F.

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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.

What is the MSBs ancillary benefit?

Ancillary Benefit This includes any additional personal contributions, transfer amounts, salary sacrifice amounts, government contributions or contributions from ADF to meet Super Guarantee obligations.

What is a rollover benefit statement?

A rollover benefit statement is an important document throughout the life of your superannuation. It provides a clear audit trail of when and where superannuation balances have been rolled over. Rollover benefit statements are prepared when superannuation balances are moved between super funds.

What is a roll over benefit?

If you claim less than a certain threshold amount included in your day-to-day benefits, you will build up a Roll-Over benefit which you can use to pay for healthcare treatment and medical costs.

Can I roll over my military super?

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.

What is an example of a benefit statement?

For instance, a startup offering a project management software might use a benefit statement like this: Boost team productivity with our intuitive project management software. Stay organized, meet deadlines, and collaborate seamlessly, all in one place.

What is a rollover of superannuation benefits?

A rollover is when a trustee of a super fund transfers superannuation between funds, at the request of a member. This may include all or some of the members existing super balance.

How to get rollover benefit statement?

Trustees can provide the Rollover Benefit Statement to the receiving fund by sending the information electronically via SuperStream. If this is not available to the trustee they must provide a paper statement to the receiving fund using the ATO Form NAT 70944.

Application by Associate to Rollover Associate A Benefit 2025

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