Consolidating super form, there's no place like here
Forms | First State Super
I consent to the transfer of my fund s as requested and authorise the ATO to give effect to this transfer to my AMP super account. I consent to my tax file number being disclosed, as required, for the purposes of: Without this information, AMP Life cannot provide these services to you.
I understand that in certain circumstances AMP may deduct tax from any untaxed portion of a super lump sum or directed termination payment rolled over to my AMP super account. Step three, send us your completed forms and ID, then let our Super Concierge Team take care of the rest.
Having your super spread across multiple accounts could mean multiple fees and charges and lots of paperwork. Automatically consolidate after 10 days We'll notify you in a few day's time when your results are available.
You can get this done at your local bank, post office, or even pharmacy. Highlight text to annotate it X Consolidating Super [Start of consolidating super form material] Most of us find that over our working life, we may end up with lots of different super accounts.
Consolidating 2 excel files - function consolidate - Super User
Combining all your accounts helps to give you a clearer overall picture of how your super is going. For consolidating super form information, talk to your advisor, download our flyer, The Easy Way to Consolidate your Super, or give us a call.
You'll be able to view them securely in My AMP and an email has been sent to you with instructions on how to do this.
Where required by law or for the purposes of supplying our financial services to you we may disclose your personal information to individuals, external service providers or government bodies located in Australia or overseas recipients.
From funds To fund Before you decide whether to bring your super together, please read the important information on our website at amp.
By combining all of your super funds into one account, you could save on fees.
If you have an account with us and would like to consolidate your super, follow these three simple steps. I discharge the superannuation provider s of the fund s I am requesting to consolidate into my AMP super account of all further liability in respect of the benefits paid and transferred to my AMP super account.
Remember to talk to your financial advisor, before making any changes to your super, as they can help you with questions about your own situation. We may also use your information to provide you with ongoing information or offers and your personal information may be shared with business areas or companies within the AMP group for these purposes.
No follow up phone calls, no fuss. I authorise AMP to contact my other superannuation provider s to obtain any details relevant to the consolidation of my fund s into my AMP super account. Step two, verify your identity by attaching a copy of your ID to the form.
I consent to the consolidation of my fund s as requested and authorise the superannuation provider of the fund s to give effect to this consolidation into my AMP super account.
One of the key benefits of consolidating your super with Colonial First State, is that our Super Concierge Team will do the hard work for you when bringing your super together. So why consider combining your accounts with Colonial First State?
How to consolidate
I am aware that I may ask my superannuation provider s for information about my other super benefits including information about: For more information, watch our video on Finding Lost Super. I have obtained or do not require such information. By submitting this request I understand and agree to the following: If you have any questions please call us on