|
Membership
Application
Membership Application
Sets out details of how new member wishes their superannuation plan to be set
up.
Change Details
Change of Fund Application
Member advises details of moving existing funds and contributions within the
Scheme.
PIR Rate
Change Prescribed Investor Rate
Application to change then rate of tax that is charged on your investment earnings.
Transfers
Transfer Form
When a Member is moving from one employer to another.
Withdrawal
Application for Benefit Payment
Member advises why they are withdrawing from the scheme and how their benefit
is to be paid. (NB You must also complete the SuperEasy Fund Withdrawal Tax
Member Withdrawal Questionnaire.)
SuperEasy Fund Withdrawal Tax Member Withdrawal Questionnaire
Member advises contribution details prior to withdrawal, confirming tax
implications.
|
