How to use or fill out tal enduring rollover form with our platform
- Click ‘Get Form’ to open the tal enduring rollover form in the editor.
- Begin by filling out the 'Life Insured Personal Details' section. Enter your title, first name, middle name, last name, previous last name (if applicable), date of birth, gender, tax file number, current address, suburb, state, postcode, phone number, and email address.
- Next, move to the 'Current Fund Details' section. Refer to your last Benefit Statement and input your fund's name, address, suburb, state, postcode, phone number, member number, and Unique Superannuation Identifier (USI).
- In the 'Rollover Authorisation' section, read through the statements carefully. Sign and date the form to authorize TAL Superannuation Limited to act on your behalf for the transfer.
- Finally, review all entered information for accuracy. Save a copy for your records before submitting it to TAL Life Limited at the provided address.
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| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2014 | 4.8 Satisfied (102 Votes) |
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