Ato forms 2026

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The document provides instructions for completing a Rollover Initiation Request form to transfer the entire balance of superannuation benefits between funds. It outlines that this form cannot be used for partial transfers or to transfer benefits to a self-managed super fund (SMSF). Key considerations include checking if the receiving fund can accept the transfer, understanding potential fees, and implications on insurance benefits. The document emphasizes the importance of providing accurate personal details and signing the authorization before submitting the form.

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Click ‘Get Form’ to open the ato form in the editor.
Begin by filling in your personal details. Ensure you provide your title, full name, residential address, date of birth, and tax file number if applicable. Use BLOCK LETTERS for clarity.
Next, complete the fund details section. Enter the names and membership numbers of both the transferring (FROM) and receiving (TO) funds. Verify that your TO fund can accept the transfer.
Review all information entered for accuracy. Make sure all mandatory fields are completed to avoid delays in processing.
Sign and date the authorisation section at the end of the form to confirm your request.
Finally, send your completed form to either your FROM or TO fund as instructed.

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