Request To Transfer Whole Balance Of Superannuation Benefits Between Funds
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1
2
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4Request to Transfer Whole Balance of
Superannuation Benefits Between Funds
Colonial Select Personal Superannuation
(a category of membership in the Colonial Super Retirement Fund ABN 40 328 908 469)
Colonial Mutual Superannuation Pty Ltd ABN 56 006 831 983 (the ‘Trustee’) AFSL 235025
The Colonial Mutual Life Assurance Society Limited ABN 12 004 021 809 (‘CMLA’) AFSL 235035
Important information - Things you should consider before withdrawing your benefit
Before deciding to withdraw your benefit, we recommend you carefully consider your current benefits and the effect that any
rollover or cashing of your benefit may have upon these. Depending on your circumstances, cashing in your benefit may have tax
implications. Before making a decision to withdraw your benefit, we recommend you speak to a financial adviser. You should seek
advice from your taxation adviser in relation to taxation matters. If you would like more information about your benefit, simply call
us on 1800 552 660 between 8.30am and 6pm (Sydney time) Monday to Friday.
1 Personal details
Title Mr
Mrs
Miss
Ms
Other
*Family name
*Given names
Other/previous names
*Residential address
State
Postcode
➡
If you know that the address held by your From fund is different to your current residential address, please give details below.
Previous address
State
Postcode
*Date of birth
Tax file number
*Gender
*Contact phone number
/
/
(
)
Male
Female
Under the Superannuation Industry (Supervision) Act 1993, you are not obliged to disclose your tax file number, but there may
be tax consequences.
➡
See ‘What happens if I do not quote my tax file number?’
2 Fund details
From
*Fund name
Fund phone number
(
)
Membership or account number
Australian business number (ABN)
Unique Superannuation Identifier (USI)
If you have multiple account numbers with this fund, you must complete a separate form for each account you wish to transfer.
Note: If you have made a personal contribution to your account with this fund in the current or previous financial years and you wish
to claim a tax deduction on some or all of those contributions, please contact the From fund named above for more information.
To
Fund name
Colonial Super Retirement Fund - Colonial Select Personal Superannuation
Fund address
Fund phone number
Locked Bag 5075 PARRAMATTA NSW 2124
1800 552 660
Membership or account number
Fund ABN
Unique Superannuation Identifier (USI)
40 328 908 469
Make cheques payable to ‘The Colonial Mutual Life Assurance Society Limited’
3 *Proof of identity
➡
(
See ‘Completing proof of identity’)
I have attached a certified copy of my driver’s licence or passport
Or
I have attached certified copies of both:
Birth/Citizenship Certificate or Centrelink Pension Card
And
Centrelink payment letter or Government or local council notice (<1 year old) with name and address
*Denotes mandatory field. If you do not complete all the mandatory fields, there may be a delay in processing your request.
003-588 010713 (CI468)
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