Fillable Printable ANZ Superannuation Savings Account Easy Transfer Service Form
Fillable Printable ANZ Superannuation Savings Account Easy Transfer Service Form
ANZ Superannuation Savings Account Easy Transfer Service Form
1
ANZ Superannuation Savings Account
12 March 2014
Customer Services
Phone 13 38 63
Fax 02 9234 6668
Email customer@onepath.com.au
Website anz.com
CONSOLIDATING YOUR ACCOUNTS
ANZ SSA will accept transfers as well as contributions from you or your employer.
• Please forward this form to your existing financial institution to transfer funds from a non-OnePath superannuation or rollover fund.
• If you intend to claim a tax deduction, please do so prior to rolling out of your existing fund.
• If you want to transfer more than one fund, please photocopy this form. You may be requested by your existing fund to forward details or
sign additional documents. Please action this as soon as possible.
• To prevent delays in your transfer please ensure all details are completed and attach your most recent statement from your existing fund as
well as proof of identity (see section 2).
• If you intend to request a contributions split, you must submit a Superannuation Contributions Splitting Application Form prior to rolling out
of your existing fund.
Please be aware that other funds may apply a fee on exit. If you have recently advised the ATO to pay an amount from the Superannuation
Holding Accounts Reserve into your other fund, please do not complete this application until the payment has been credited to your
other fund.
If you have any questions about the transfer process of your plan, please call Customer Services on 13 38 63. Alternatively, you may wish to
contact a financial adviser.
Other superannuation providers: Please note ANZ SSA is a division of the OnePath MasterFund. The OnePath MasterFund is a complying
regulated superannuation fund under the Superannuation Industry (Supervision) Act 1993, the Trustee of which is OnePath Custodians Pty
Limited (ABN 12 008 508 496).
1. PLAN AND MEMBER DETAILS
Employer name
Member account number
Surname
Given name(s)
Postal address
Suburb/Town State Postcode
Country
Email address
Phone Home Business
Mobile Fax
2. PROOF OF IDENTITY
n I have attached a certified copy of my current driver’s licence or passport
OR
I have attached certified copies of both:
n
Birth/Citizenship Certificate or Centrelink Pension Card AND
n Centrelink payment letter or government notice* (less than one year old) with name/address.
* Notice issued by Commonwealth, State or Territory within the past 12 months that contains your name and residential address. For example:
– Australian Taxation Office Notice of Assessment
– Rates notice from local council.
Easy Transfer Service Form
2
ANZ Superannuation Savings Account
Easy Transfer Service Form
3. TRANSFER OF FUNDS TO THE ONEPATH MASTERFUND
From
Please transfer my benefits from the following superannuation fund to ANZ SSA.
Use a separate form for each fund being transferred.
Name of fund
Administrator
SPIN
Address of paying institution
Suburb/Town State Postcode
Country
Phone number of paying institution
Policy number
Date of birth (dd/mm/yy)
/ /
Approximate dollar value of transfer $
To
Administrator
OnePath Life Limited
Name of fund
OnePath MasterFund – ANZ Superannuation Savings Account
Address of receiving institution
GPO BOX 4028
Sydney
State
NSW
Postcode
2001
Phone number of receiving institution
13 38 63
Please forward this form and proof of ID to your existing financial institution.
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ANZ Superannuation Savings Account
Easy Transfer Service Form
4. DECLARATION AND AUTHORISATION
• I am aware that I may ask my superannuation provider for information about any fees or charges that may apply, or any other information
about the effect this transfer may have on my benefits, and do not require any further information.
• I authorise the transfer of all my benefits from the fund listed in Section 3 to ANZ SSA.
• I authorise the transfer of any contributions still to be made by my previous employer which may be received after benefits have been
transferred to ANZ SSA.
• I understand that in giving this authorisation, the trustee of my other fund is discharged from all liability in respect of my membership of the
other fund once the total of my member’s account in the other fund has been transferred.
• To the best of my knowledge, my other fund(s) is a complying superannuation fund under the Superannuation Industry (Supervision) Act 1993.
• I understand that, in certain circumstances, the Trustee of the OnePath MasterFund may be required to deduct tax from the untaxed element
of any amount transferred.
• I approve the deduction of applicable transfer fees (if any) from the benefits transferred (subject to legislative restrictions).
• I hereby give authority to you to provide all relevant information and any other documentation to the Trustee of the OnePath MasterFund
regarding the transfer and to forward a cheque for the transfer amount.
• I understand I will be notified upon receipt of fund(s) transferred from my previous fund(s) into ANZ SSA by OnePath Life.
• By completing this form, I also:
• consent to the collection, use, storage and disclosure of my personal information (including health information) as described in ANZ’s Privacy
Policy which is available at anz.com, or by calling Customer Services.
• I consent to ANZ using and sharing my Tax File Number with members of the ANZ Group to provide services (including account
consolidation) and products to me.
I acknowledge that an investment in ANZ Superannuation Savings Account is not a deposit with, or liability of ANZ or its related group
companies and, except where otherwise provided in this PDS, none of them stands behind or guarantees the Trustee or the capital
performance of an investment in ANZ Superannuation Savings Account, and that investment is subject to investment risk, including possible
repayment delays and loss of income and principal invested.
By signing this application I confirm that I have read and understood the declarations, conditions and acknowledgments above.
I, the applicant, whose signature appears below state that the statements made in this Application Form are true and correct.
Name of applicant Signature of applicant (sign clearly within box) Date (dd/mm/yy)
/ /
