Bendigo SmartOptions - Sandhurst Trustees 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your personal details in Step 1. Fill in your member number, title, surname, given names, date of birth, sex, and current residential address. Ensure all mandatory fields marked with an asterisk (*) are completed.
  3. In Step 2, indicate your residency status by selecting 'Yes' if you are an Australian citizen or permanent resident. If not, follow the instructions provided for temporary residents.
  4. Proceed to Step 3 to specify your withdrawal instructions. Choose between full or partial withdrawals and complete the relevant sections based on your selection.
  5. For cash withdrawals, move to Step 4 and mark the conditions of release that apply to you. Ensure you understand the implications of each option.
  6. In Steps 5 and 6, provide rollover fund details and financial institution information for cash withdrawals respectively. Fill in all mandatory fields accurately.
  7. Complete any additional instructions in Step 8 and ensure you sign the declaration in Step 10 before submitting your form.

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