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Withdrawing your super - CSC

Any financial product advice in this document is general advice only and has been prepared without taking account of your personal objectives, financial situation or needs. Before acting on any such general advice, you should consider the appropriateness of the advice, having regard to your own objectives, financial situation or needs. You may wish to consult a licensed financial advisor. You should obtain a copy of the PSSap Product Disclosure Statement (PDS) and consider its contents before making any decision regarding your Superannuation Corporation (CSC) ABN: 48 882 817 243 AFSL: 238069 RSEL: L0001397 Trustee of the Public Sector Superannuation accumulation plan (PSSap) ABN: 65 127 917 725 RSE: R1004601 Important information about this form What this form is for Use this form to withdraw part or all of your benefit or transfer it to another super fund. For more information refer to the Withdrawing your super factsheet and the PSSap Product Disclosure Statement (PDS).

Withdrawing your super F6 1 of 7. A Provide your personal details PSSap membership no. Title Mr Mrs Ms Miss Other Surname Given name(s) Date of birth D D M M Y Y Y Y / / Address RESIDENTIAL ADDRESS SUBURB STATE POSTCODE POSTAL ADDRESS SUBURB STATE POSTCODE Phone BUSINESS HOURS AFTER HOURS MOBILE NUMBER

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Transcription of Withdrawing your super - CSC

1 Any financial product advice in this document is general advice only and has been prepared without taking account of your personal objectives, financial situation or needs. Before acting on any such general advice, you should consider the appropriateness of the advice, having regard to your own objectives, financial situation or needs. You may wish to consult a licensed financial advisor. You should obtain a copy of the PSSap Product Disclosure Statement (PDS) and consider its contents before making any decision regarding your Superannuation Corporation (CSC) ABN: 48 882 817 243 AFSL: 238069 RSEL: L0001397 Trustee of the Public Sector Superannuation accumulation plan (PSSap) ABN: 65 127 917 725 RSE: R1004601 Important information about this form What this form is for Use this form to withdraw part or all of your benefit or transfer it to another super fund. For more information refer to the Withdrawing your super factsheet and the PSSap Product Disclosure Statement (PDS).

2 To apply for an early release payment under financial hardship or specified compassionate grounds, do not use this form, go to and complete the Early access to superannuation benefit form. To apply to split your contributions and transfer into your spouse s super fund please complete Splitting your contributions form. To apply for a CSCri retirement income stream, go to and complete the Apply for CSC retirement income for PSSap members (including Ancillary) form. If you request a partial withdrawal, you must leave at least $6,000 in your account. Please note that if you have an unrestricted non-preserved component, you can withdraw this without meeting a condition of release. Proportioning rules require your taxable and tax-free components to be spread in equal proportions across your benefit payment. You can check your Benefit Estimate (including whether you have an unrestricted non-preserved component) through PSSap Member Online available at You should fully consider the fees and other costs that may apply before taking action.

3 More information on fees and other costs related to your PSSap account is available in the PSSap PDS at If you need assistance, please call us on 1300 725 to use this formPlease use CAPITAL LETTERS and a black or blue boxes like this with a or then fill out the next question or your formIf you wish to use DVS, please email your application and a copy of one of the listed ID requirements in section E to: If you do not wish to use DVS, please send your completed form and your certified proof of identity documents to: PSSap Locked Bag 9300 Wollongong NSW 2500F611/21 Withdrawing your super F6 1 of 7A Provide your personal detailsPSSap membership Mr Mrs Ms Miss OtherSurnameGiven name(s)Date of birthDDMMYYYY//AddressRESIDENTIAL ADDRESSSUBURBS TAT EPOSTCODEPOSTAL ADDRESSSUBURBS TAT EPOSTCODEP honeBUSINESS HOURSAFTER HOURSMOBILE NUMBERE mail@ your Tax File Number (TFN) I have already provided my TFN to PSSap.

4 You can check this by logging into PSSap Member Online or under the your details section of your Member StatementPSSap is authorised to collect and validate your Tax File Number (TFN) under the Superannuation Industry (Supervision) Act 1993. To improve the electronic transfer of funds between superannuation providers, PSSap is required to validate your TFN with the Australian Taxation Office (ATO). In the event that your TFN cannot be validated, or you do not wish to provide your TFN, you will be required to provide identification in accordance with Section 2 of 7B Confirm the amount and condition of releaseAmount(You must leave at least $6,000 in your account) Part of my benefit to the value of $.netOR All of my benefitANDDate your employment ceased/will ceaseDDMMYYYY//Date of last contribution to PSSapDDMMYYYY// Wait for my final employer contributionNote: if you don t advise us to wait for your final employer contribution we will proceed with the withdrawal.

5 If we receive another contribution from your employer, we will open a new account and you will have to complete a new Withdrawing your super form if you want to withdraw this money. If we receive another contribution from a non-participating employer, we will reject the contribution and return it to your am Withdrawing my benefit on the following condition of release I wish to transfer funds to another superannuation fund I am retiring after preservation age and to the best of my knowledge I will not resume gainful employment I am over age 60 and have ceased employment I am over age 65 I am retiring due to permanent disability, permanent invalidity or a terminal medical condition I have changed jobs and my PSSap super account balance is $200 or less I have an unrestricted non preserved component I am a temporary resident permanently leaving Australia (except New Zealand citizens) I am moving to New Zealand indefinitely and wish to transfer to a New Zealand KiwiSaver Scheme.

6 Please contact us on 1300 725 171 to discuss additional would like my withdrawal paid in the following way Electronic or cheque withdrawal go to Section C and provide certified identification documents in accordance with Section E Transfer to another fund(s) only complete Section D A transfer to another fund and an electronic or cheque withdrawal provide the details of your payment split below and go to Sections C and D and provide certified identification documents in accordance with Section E.$.Paid as cash with balance paid as a transfer to another superannuation fundOR$ .Paid as a transfer to another superannuation fund with the balance paid as cash*Complete one onlyF6 3 of 7C Withdrawal as an electronic or cheque payment payable to you Deposit my superannuation benefit into the following bank account: Name of account holderName of institutionBranch (BSB) number-Account numberNote: your superannuation benefit can only be deposited into an account held in your name or jointly in your name.

7 Any Australian financial institution with a BSB number will be accepted. PSSap will not be liable for any errors that occur based on the account details you Pay my superannuation benefit as a cheque issued in my name as it appears on my PSSap Provide certified identification documents in accordance with Section Transfer your superName of the fund you want to transfer your benefit to Please provide the name exactly as per your last statement or contact the fund for the correct of fundAUSTRALIAN BUSINESS NUMBERYour Member Client Identifier at the fundUSI of fundUSI = Unique Superannuation Identifieror SMSF ESA ESA = Electronic Service Address may also refer to you SMSF IP Address or digital addressImportant: This transfer cannot be processed without the USI/ESA address of fundPOSTAL ADDRESSSUBURBS TAT EPOSTCODEP hone number of fundTo transfer your benefit to more than one fund, please provide the details of the other fund(s) on a separate sheet of you did not previously provide your TFN or have not provided it in Section B, or if your TFN cannot be validated with the ATO, you will need to provide identification documentation in accordance with Section E for your transfer to proceed.

8 Note: If your transfer is to a Self Managed super Fund (SMSF) it is mandatory to provide identification documents in accordance with Section 4 of 7E Identification requirementsTo confirm your identity, we need some information from you this is to protect your benefit against fraud, money laundering and terrorism financing, under the Anti-Money Laundering and Counter-Terrorism Financing Act your documentsYou can authorise us to verify your identification electronically using the Document Verification Service (DVS). DVS is a national online system that allows approved government agencies and organisations to compare a member s identifying information with a government record. It is not a database and does not store any personal information. Requests to verify a document are encrypted and sent via a secure communications pathway to the document issuing authority for checking. If you don t provide authorisation to have documents verified electronically or your documents are incompatible with DVS, you will need to provide certified copies of required documents.

9 Please also refer to the section Certifying your is only compatible with some identification documents, these have been listed electronic copy of your identification documents will be stored in a secure environment and hard copies will be securely stored off-site. All copies will only be used for the purpose of confirming your identity. You need to send in identification with every your documentsIf you re providing certified documents, the certifying authority must confirm in writing you are the valid holder of the identification you are presenting, and any copies are true copies of the : The certification must include the name, signature, qualification and registration number of the certifying authority (if applicable), and the date of the following sample of certifying authorities can certify your documents in Australia: Dentist Employee of a Commonwealth authority engaged on a permanent basis with five or more years of continuous service who is not specified elsewhere in this document Financial Adviser or Financial Planner Justice of the Peace (JP) Legal Practitioner Medical Practitioner Member of the Australian Defence Force who is.

10 An Officeror a Non-Commissioned Officer within the meaning of the Defence Force Discipline Act 1982 with five or more years of continuous serviceor a Warrant Officer within the meaning of that Act. Midwife Notary Public Nurse Occupational therapist Physiotherapist note: We require a copy of both sides of your identification a full list of certifying authorities refer to Schedule 2 of the Statutory Declarations Regulations 2018 available at 5 of 7 How can I meet the identification requirements?You only need to provide one document from the Primary photographic identification category. If you can t provide any Primary photographic identification you will need to provide one secondary identification document from List A AND one secondary identification document from List B. We can only accept documents that are listed below for identification the name we hold on file for you is different to the name on your identification, or two pieces of identification are in different names, please provide a certified copy of your Marriage or Change of Name you would like us to use DVS to verify your identification, please provide authorisation below.


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