Unisuper Portability and Rollover Form

What is the Unisuper Portability and Rollover Form

The Unisuper portability and rollover form is a crucial document for individuals looking to transfer their superannuation savings from one fund to another. This form facilitates the movement of retirement savings, ensuring that individuals can consolidate their funds for better management and potential growth. It is specifically designed for members of Unisuper who wish to either roll over their superannuation to another fund or transfer benefits when changing employment. Understanding the purpose of this form is essential for effective financial planning.

How to Use the Unisuper Portability and Rollover Form

Using the Unisuper portability and rollover form involves several straightforward steps. First, ensure you have the correct form, which can typically be downloaded from the Unisuper website or obtained through your employer. Next, accurately fill out the required fields, including personal identification details and the specifics of the fund to which you are transferring your superannuation. Once completed, submit the form according to the instructions provided, either online or via mail, ensuring that all necessary supporting documents are included to avoid delays.

Steps to Complete the Unisuper Portability and Rollover Form

Completing the Unisuper portability and rollover form requires attention to detail. Follow these steps:

1. Download the form from the Unisuper website or request it from your employer.
2. Fill in your personal details, including your name, address, and Unisuper member number.
3. Provide information about the receiving fund, including its name and ABN (Australian Business Number).
4. Sign and date the form to validate your request.
5. Submit the completed form as directed, ensuring you keep a copy for your records.

Legal Use of the Unisuper Portability and Rollover Form

The Unisuper portability and rollover form is legally binding when completed correctly. It complies with relevant superannuation laws, ensuring that your request to transfer funds is recognized by both Unisuper and the receiving fund. It is essential to adhere to all legal requirements, including providing accurate information and obtaining necessary signatures, to ensure that your rollover is processed without complications.

Required Documents

When submitting the Unisuper portability and rollover form, certain documents may be required to support your application. These typically include:

• A copy of your identification, such as a driver's license or passport.
• Details of the receiving superannuation fund, including its name and contact information.
• Any additional documentation requested by Unisuper or the receiving fund to verify your identity and eligibility.

Form Submission Methods

The Unisuper portability and rollover form can be submitted through various methods, providing flexibility for users. You can choose to:

• Submit the form online through the Unisuper member portal for immediate processing.
• Mail the completed form to the designated address provided on the form.
• Deliver the form in person to a Unisuper office, if available, for direct assistance.