Transcription of February 2019 SuperWrap Personal Super Plan/Pension …
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February 2019 SuperWrap Personal Super Plan/Pension …
February 2019 SuperWrap Personal Super Plan/Pension plan withdrawal Request Use this form to: 1. ADVISER DETAILS. Roll over or withdraw funds from your SuperWrap Personal Super plan or pension plan . Adviser name Complete this form by typing directly into the relevant sections, then print off before signing, alternatively complete by using black pen print in clear CAPITAL LETTERS. Use crosses [ ] Adviser number in boxes where applicable. F. In certain circumstances, we may contact you to verify this request 2. INVESTOR DETAILS. PRIVACY STATEMENT Investor number Why we collect your Personal information M. We collect Personal information from you so that we can process your withdrawal request. We may also use your information to comply Account type: with legislative or regulatory requirements in any jurisdiction, prevent fraud, crime or other activity that may cause harm in relation to our Personal Super plan pension plan products or services and help us to run our business.
Page 2 of 7 BTF30918_0219cx This withdrawal is to be a: rollover – proceed to section 6 cash withdrawal If you are withdrawing from a pension account, please specify additional details below.
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