Rest Pension Withdrawal Form Application Instructions
This file contains the application form and instructions for withdrawing a lump sum from Rest Pension or rolling over to another fund. Complete this form using BLOCK LETTERS and a black or blue pen. Ensure all required fields are filled and signed before submission.
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How do I fill this out?
Complete this form by writing in BLOCK LETTERS and using a black or blue pen. Ensure all your personal details are correctly filled out. Don't forget to sign and date the form before submission.
How to fill out the Rest Pension Withdrawal Form Application Instructions?
1
Write your details in BLOCK LETTERS using a black or blue pen.
2
Complete personal details in Section 1.
3
For Transition to Retirement members, select an option in Section 2.
4
Fill out payment details in Section 3.
5
Sign and date the declaration in Section 4.
Who needs the Rest Pension Withdrawal Form Application Instructions?
1
Rest Pension members who want to withdraw a lump sum.
2
Transition to Retirement Pension members who meet certain conditions.
3
Individuals who want to rollover their Rest Pension to another fund.
4
Superannuation members who need to follow income deeming rules for Centrelink.
5
Those seeking to access their superannuation funds for compassionate reasons.
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What are the instructions for submitting this form?
Submit your completed and signed form via email to pension@rest.com.au. Ensure you include any necessary attachments such as bank statements. For further assistance, contact Rest’s customer service team through live chat on rest.com.au or by calling 1300 305 778. Our team is available weekdays 8am-6pm (AEST) to help with your submission.
What are the important dates for this form in 2024 and 2025?
Important dates for this form in 2024 and 2025 will depend on your specific circumstances such as reaching preservation age, retiring, or meeting other eligibility criteria for withdrawal or rollover.
What is the purpose of this form?
The purpose of the Rest Pension Withdrawal Form is to facilitate members' requests for lump sum withdrawals or rollover to another fund. This form ensures that Rest collects all necessary information to process your application accurately and efficiently. By completing this form, members can access their pension funds in accordance with the prescribed guidelines.
Tell me about this form and its components and fields line-by-line.
- 1. Personal details: Includes member number, title, surname, date of birth, gender, given name(s), residential address, contact details.
- 2. Transition to Retirement members: Select an option indicating your condition for release such as reaching preservation age, retirement, or terminal illness.
- 3. Payment details: Choose to receive a cash lump sum or rollover to another fund and provide the necessary bank or fund details.
- 4. Declaration and signature: Confirm the accuracy of the provided information, acknowledge the implications of withdrawal, and sign and date the form.
What happens if I fail to submit this form?
Failure to submit this form will result in your request for withdrawal or rollover not being processed. Ensure that all required fields are completed and the form is signed before submission.
- Invalid Form: The form will not be processed without a signature and date.
- Missing Information: Incomplete fields may delay the processing of your request.
How do I know when to use this form?
- 1. Lump Sum Withdrawal: Request a partial or total lump sum withdrawal from your Rest Pension.
- 2. Rollover to Another Fund: Transfer your Rest Pension balance to another superannuation fund or SMSF.
- 3. Condition of Release: Transition to Retirement members must meet specific conditions to withdraw preserved or restricted non-preserved benefits.
- 4. Update Payment Details: Specify new bank account details for your withdrawal payment.
Frequently Asked Question
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After editing and signing the form, share a link or download the file to send it via email.
What do I need to fill out this form?
You'll need your personal details, bank account information, and a black or blue pen to fill out the form.
Can I make partial withdrawals using this form?
Yes, you can specify a partial withdrawal amount in Section 3 of the form.
How do I complete the payment details section?
Choose either to withdraw a cash amount or rollover to another fund and provide the necessary bank or fund details.
What happens if I don't sign and date the form?
The form will be invalid and cannot be processed without your signature and date.
Can I change bank accounts for my withdrawal payment?
Yes, you can specify a different bank account for your withdrawal payment by providing the new account details.
Who should be contacted for help with the form?
You can contact Rest's customer service team via email, live chat, or phone for assistance with the form.
What are the conditions for Transition to Retirement members to withdraw benefits?
Transition to Retirement members must meet specific conditions such as reaching preservation age, retiring, or having a terminal illness.
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