eWRAP – Super/Pension account Payment request

1 eWRAP Super/Pension Payment request | 1 of 6eWRAP Super/Pension accountPayment requestComplete this form in BLOCK LETTERS, in black ink and have your financial adviser lodge this electronically on AdviserNET or:post it to eWRAP , PO Box 7241, Cloisters Square, WA 6850 or fax to (08) 9415 5954 or email a copy to If you fax or email this form to us, you will also need to send us the original signed copy of this form when supporting documents are required before we can finalise your : Have you signed and dated this form? Have you indicated an amount if you are making a partial withdrawal? Have you attached all your supporting documents if required? Power of Attorney original certified copy is required Guardianship original certified copy is required Identification Form including certified ID original certified copy is required Change of Name Marriage Certificate/Birth Certificate original certified copy is required Contribution Remittance Advice original is required Additional Deposit Advice original is required Notice of intent to claim or vary a deduction for super contributions form original is required Court Orders original certified copy is required Separation Certificate/Employer letter on letterhead confirming cessation of employment original certified is required Permanent Incapacity Claim form original is required Terminal Medical Condition Claim form original is required DHS approving letter for accessing preserved benefits original certified copy is requiredImportant

2 Information: All withdrawals from your eWRAP account are funded from your Cash account . For partial withdrawals/rollovers, if there is not enough cash in your Cash account and your financial adviser has not sold managed investments or shares to fund the partial withdrawal, we will use the Default Sell Method or Priority Sell Method, if instructions exist to sell down investments to fund the withdrawal. For full rollovers (an account closure), we will sell down all your all investments including shares to your cash account before transferring these funds to your destination account . For all other full withdrawals (an account closure), to avoid delays in Payment , please contact your financial adviser who may submit your instructions to sell all your investments online. Before withdrawing monies, recontributing or closing your Superannuation or pension account , please contact your adviser to discuss any changes to your account and refer to the current disclosure document to consider all implications and options available.

3 If you are applying to access your benefits under Permanent Incapacity or Terminal Medical Condition please complete the additional relevant form and attach it to this request . Do not complete this form if you are applying for a release of funds under Severe Financial Hardship or as a Temporary Resident and have departed Australia. For Severe Financial Hardship, please complete the Financial Hardship application available from your financial adviser or our Contact Centre. If you are a Temporary Resident and have departed Australia, please complete the Application for a departing Australia superannuation Payment form available from If you are rolling over to a Self Managed super Fund (SMSF) you are required to provide certified copy of identification. If you are transferring some or all or your account balance to another existing Asgard super account in your name, please complete and attach an original Contribution Remittance/Rollover Advice for the destination account .

4 If you are transferring to an Investment account , please complete and attach an original Investment Additional Deposit Advice. As this is not a superannuation account this transfer will be treated as a cash withdrawal and you must be able to have full access to your superannuation benefits or have unpreserved superannuation benefits. If you have not supplied us with your tax file number, please complete the tax file number details in section Call our Contact Centre on 1800 731 812 or email Privacy laws protect your privacy. Please read our Privacy Brochure for more information. A copy can be obtained from our website at i Generally your request will be finalised and Payment made within approximately 10 working days for partial Payment and 20 working days for full Payment once all our requirements are of 6 | eWRAP Super/Pension Payment request1. account details mandatory sectionAccount number Date of Birth | | Title Surname Given names Postal address State Postcode Phone (business) Phone (home) Phone (mobile) Facsimile Email This is my new address and contact details, can you please update my account details for all future correspondenceMy tax file number (TFN) is Under the Superannuation Industry (Supervision)

5 Act 1993, we are authorised to collect your TFN, which will be used for legal purposes only. This includes finding or identifying your super benefits in Asgard super , calculating tax on super payments and providing information to the ATO. These purposes may change in the future. We may disclose your TFN to another superannuation provider, when your benefits are being transferred, unless you ask us in writing not to disclose your TFN to any other superannuation provider. It is not an offence not to quote your TFN. However giving your TFN to your superannuation fund will have the following advantages (which may not otherwise apply): your superannuation fund will be able to accept all types of contributions to your account /s; the tax on contributions to your superannuation account /s will not increase as a result of no TFN contributions tax; other than the tax that may ordinarily apply, no additional tax will be deducted when you start drawing down your superannuation benefits; and it will make it much easier to trace different superannuation accounts in your name so that you receive all your superannuation benefits when you These advantages may change in the future2.

6 Payment amount mandatory sectionIf you intend to claim (or vary) a tax deduction for personal contributions made in the current or previous financial year, you must complete section 8 or vary a deduction for super contributions (Notice).i If your Notice covers personal contributions included in your Payment , you will be unable to vary the notice to reduce the amount claimed as a deduction after the Payment has been If you are electing to rollover your benefits and no amount is indicated, we will close and roll all of your benefits. Pay my entire benefit and close my account Proceed to section 3 i When we close your account we will cancel your insurance linked to your super account , unless you tell us to continue it. See section 7. (A continuation option is not available for Salary Continuance Insurance).i If you are closing your account and hold a suspended/frozen asset we will automatically include you in any future redemption Pay my maximum benefit and leave my account open as I wish to make further contributions applicable for super onlyi Minimum balances will be maintained approximately $1000 applicable to super Fees may still Super/Pension Payment request | 3 of 62.

7 Payment amount mandatory section (continued)OR Partial withdrawal (not an option for Term Allocated pension )i For super or Pre-retirement pension accounts with a cash partial withdrawal please indicate the amount below, otherwise we will only pay out all of your unrestricted non preserved For partial rollovers, the order of cashing will be taken firstly from preserved, then restricted non-preserved and then unrestricted non-preserved benefits. If you are requesting a variation to this please advise us in writing at the time of this the following amount: Gross/before tax (in words) $ , , .X X OR Net/after tax (in words) OR $ , , .X X Please pay my unrestricted non preserved benefits For pension accounts by indicating an amount in the partial withdrawal section you are electing to receive a lump sum for tax Payment sourceAll withdrawals from your eWRAP account are funded from your Cash account .

8 For partial withdrawals/rollovers, if there is not enough cash in your Cash account and your financial adviser has not sold managed investments or shares to fund the partial withdrawal, we will use the Default Sell Method or Priority Sell Method, if instructions exist to sell down investments to fund the withdrawal. For full rollovers (an account closure), we will sell down all your all investments including shares to your cash account before transferring these funds to your destination account . For all other full withdrawals (an account closure), to avoid delays in Payment , please contact your financial adviser who may submit your instructions to sell all your investments Payment optionsPlease complete at least one of the following options. Option 1: Transfer to another Asgard account i If you don t currently have an open account , your financial adviser can open an account online for you, or you can complete and attach an application from a current Product Disclosure Statement.

9 account number (if known): Option 2: Re-contribute back into this account (only applicable for superannuation) i Please complete a Contribution/Rollover Remittance Advice and attach the original to this form. Proceed to section 6 Option 3: Rollover to a superannuation fund or purchase a pension with another fund Please tick here if you are purchasing a pension with these funds. Please indicate if you are rolling to a Self Managed super Fund (SMSF). Rollover details Fund name/SMSF name Fund phone number Australian Business Number Membership or account number (not required for SMSF) Unique Superannuation identifier (USI)* (not required for SMSF) 4 of 6 | eWRAP Super/Pension Payment request4. Payment options (continued) i If you are purchasing a pension , you need to have reached your preservation age (for a pre-retirement pension ) or satisfy one of the conditions in section 6.

10 I If your withdrawal is from a Term Allocated pension account , it can only be directly used to purchase another complying pension or annuity with comparable social security treatment. Ordinary allocated pensions do not meet this criteria. If you are rolling to a SMSF, proceed to section 5. For all other rollovers proceed to section 7. Option 4: Rollover only my preserved benefit to the fund indicated in Option 1 or Option 3, and send the non-preserved benefit in cash. i If you haven t already supplied your tax file number to Asgard please complete the tax file number details in section 1. Proceed to section 6 Option 5: Cash withdrawalTo be able to access preserved or restricted non preserved benefits, you need to satisfy one of the conditions in section you are unsure as to whether you can meet a condition of release you should contact your financial adviser or our Contact Centre on 1800 731 812.