Cbus rollover form 2026

1. Click ‘Get Form’ to open the cbus rollover form in the editor.
2. Begin by filling in your personal details, including your Cbus member number, title, first name, last name, date of birth, and contact information. Ensure all fields are completed accurately.
3. If applicable, indicate if you have a Transition to Retirement (TTR) account and select the appropriate statement that reflects your current employment status.
4. Choose the type of payment you wish to make—either a withdrawal or a rollover. Specify whether it is a partial or full request.
5. For withdrawals, enter the amount you wish to withdraw and select from which investment options the funds should be taken. Remember that the minimum withdrawal is $1,000 unless closing your account.
6. Complete the identity verification section by choosing either electronic verification or providing certified copies of identification documents as required.
7. Finally, review your entries for accuracy and sign the declaration before submitting your completed form to Cbus at the specified address.

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