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Benefit Payment Direction Form - Russell Investments 2026

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The Russell SuperSolution Benefit Payment Direction Form is a document used to request benefit payments from the Russell SuperSolution Fund. It outlines the necessary steps and options for members to transfer their superannuation benefits, including partial or total transfers to a pension fund, rollovers to external funds, or cash withdrawals. The form requires personal details, tax file number submission, and specific payment instructions. Important information regarding eligibility, conditions for temporary residents, and required documentation for processing requests is also provided.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out your personal details in Section 1. Include your title, surname, first name(s), address, contact numbers, date of birth, and member number.
In Section 2, provide your Tax File Number (TFN) if you haven't submitted it before. This is crucial for processing your benefit correctly.
Proceed to Section 3 to select your payment instructions. Choose from options such as transferring benefits to a pension fund or rolling over to another superannuation fund. Ensure you complete the relevant subsections based on your choice.
In Section 4, make necessary declarations regarding retirement status and sign the form. This confirms that all information provided is accurate.
Finally, review the checklist at the end of the form to ensure all required documents are attached before submitting it back to Russell SuperSolution.

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Who is the new CEO of Russell Investments?

Zach Buchwald. Zach Buchwald is Chairman and Chief Executive Officer of Russell Investments, the global investment solutions provider founded in 1936 with approximately $331 billion 1 in assets under management.

Is Russell Investments a good super fund?

For the sixth year in a row Russell Investments was chosen as Money magazines 2019 Best of the Best Gold winner in the Multi-Sector Fund category. Russell Investments has been awarded Super Fund of the Year - Best Commercial Product Personal Winner 2018.

Who bought Russell Investments?

Meet the new owner of Russell Investments. After months of negotiations, Boston-based private equity firm TA Associates has reached an agreement to buy asset manager Russell Investments from the London Stock Exchange for $1.15 billion. Financial News takes a look at Russell Investments new owner. Who are TA Associates

How to withdraw super from Russell Investments?

To transfer your current benefit, you will need to complete a Benefit Payment Direction Form which is available by logging into your online account via russellinvestments.com.au/super. Prior to 1 May 2021, we used to close low balance accounts and send the account balance to an Eligible Rollover Fund (ERF).

Who owns Russell Investments?

Northwestern Mutual acquired Russell Investments during 19981999 for $1.2 billion. The companys headquarters were relocated to Seattle in 2009. In 2014, London Stock Exchange Group (LSEG) acquired the firm for $2.7 billion.

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What is the Russell benefit payment direction form?

The Russell SuperSolution Benefit Payment Direction Form is a document used to request benefit payments from the Russell SuperSolution Fund. It outlines the procedures for transferring benefits to another superannuation fund, rolling over benefits, or withdrawing cash.

Who are the shareholders of Russell Investments?

Russell Investments ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Russell Investments employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

Benefit Payment Direction Form - Russell Investments 2026

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See more Benefit Payment Direction Form - Russell Investments versions

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Who is the new CEO of Russell Investments?

Is Russell Investments a good super fund?

Who bought Russell Investments?

How to withdraw super from Russell Investments?

Who owns Russell Investments?

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What is the Russell benefit payment direction form?

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