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When to use this formThis form can be used to request a search for other super AND/OR consolidate between your AMP super accounts.

Before completing this form – Read this Information sheet.

– Check that the AMP product you are transferring To can accept this transfer.

– Before requesting a transfer, you will need to tell your employer(s) where your future employer contributions should be paid.

– You may ask us for all the information about your benefits in your account (including the transfer/exit fees, insurance cover types and amounts and the available investment options) so that you can understand the implications of transferring your benefits to another super fund or plan.

When completing this form – Print clearly in BLOCK LETTERS.

– Refer to this Information sheet where you see this symbol:  

After completing this form – Sign the authorisation.

– Review the checklist below.

– Send the request to the address shown on the form.

Important informationThis form cannot be used to:

– change the fund to which your employer pays contributions on your behalf

– open a superannuation account

– roll funds into an AMP Self Managed Super Fund (SMSF) or AMP Retirement Income Streams (RIS)

– transfer benefits under certain conditions or circumstances (eg if there is a superannuation agreement under the Family Law Act 1975 in place).

Things you need to consider when transferring your superannuationWe may refuse your transfer request if:

– we have already acted upon a previous transfer request that you have made within the past 12 months. Only one partial transfer is permitted per year (‘year’ is defined as the period between your plan review dates, which is usually 12 months but may be shorter if the plan review date changes), or

– your transfer request relates to the defined benefit component of your account and you are still an employee of the SignatureSuper employer who nominated you to join the plan, or

– you are in receipt of pension benefits from your SignatureSuper plan (but not an allocated pension), or

– the superannuation fund or plan you have requested to receive your transferred benefit does not accept it.

Former GIO Members in CustomSuper only

For former GIO members, a Special Exit Fee may apply to the transfer amount (please refer to your Member statement for further details).

Sub-accounts

If you make a partial transfer, your benefits will be paid proportionally from your account balance in each of your sub-accounts (ie Employer Main, Employer Additional, Salary Sacrifice, Member and Rollover sub-accounts).

What happens to my future employer contributions?Using this form to transfer your benefits will not change the fund to which your employer pays your contributions and may close the account you are transferring your benefits From.

If you wish to change the fund into which your contributions are being paid, you will need to speak to your employer about Choice of Fund. For the appropriate forms and information about whether you are eligible to choose the fund to which your employer contributions are made, contact an AMP Customer Service Officer on 131 267 for further information.

Request to transfer superannuation benefits between AMP fundsInformation sheet

AMP Corporate Superannuation

Issue date: 15 May 2020

Issued by N.M. Superannuation Pty Ltd ABN 31 008 428 322 (trustee), which is part of the AMP group (AMP).

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You can also read Super decisions—a document prepared by ASIC (the financial regulator). The document is available at moneysmart.gov.au.

Do we close your account?

If you apply to transfer your full account balance by completing this form and have indicated that you are currently working with the employer who nominated you to join this superannuation plan then we will contact your employer to verify that no outstanding contribution is to be sent to this account.

If they confirm that future contributions will be directed to another superannuation account then we will close this account when making your payment.

If your employer indicates that there is an outstanding contribution to be forwarded to AMP we reserve the right to hold off payment of this transfer for up to 30 days in order to receipt this contribution and then close this account when making your payment.

If at 30 days we still have not received the final contribution we will make the payment. However your account will remain open. Should this occur, you will be notified through your next annual statement and the references to closing your account on any exit statement you receive will not apply.

Accordingly, you may wish to delay submitting a transfer form until your final employer contributions have been made to your account to ensure your account is not kept open.

Insurance cover implications on a full account transfer

Where you are not ceasing employment1

Where you have existing insurance cover, if you choose to transfer your full account balance but do not leave the employment of your CustomSuper, SignatureSuper or SuperLeader employer, all your insurance cover will cease on the date we process your transfer. No cover will be provided after the date your transfer is processed.

If your account is kept open (due to future contributions being received), no insurance will be available until you apply and provide evidence of your health and your application for insurance is accepted.

Where AMP Life is the insurer of your plan, the 30 day free cover and replacement cover available when you leave your CustomSuper, SignatureSuper or SuperLeader employer will not apply.

Where AMP Life is not the insurer of your plan, please refer to your Plan Summary.

1 Not applicable for SignatureSuper personal superannuation members.

Where you are ceasing employment1

If you request a full transfer and you are ceasing to be an employee of the CustomSuper or SignatureSuper employer, you may be eligible for insurance to continue under the Replacement cover facility outlined in the Product Disclosure Statement.

For SignatureSuper personal and SuperLeader personal superannuation members

If you request a full transfer out, all your insurance cover will cease on the date we process your transfer. No cover will be provided after the date your transfer is processed.

Insurance cover implications on a partial account transferIn most cases, so long as insurance premiums continue to be paid, your existing insurance cover (if any) will not be affected if you transfer out part of your account balance.

But if your insurance benefit is linked to your account balance (as explained on your Member statement) and you make a partial transfer, this may increase your insurance cover. To maintain the original level of insurance cover selected by your CustomSuper or SignatureSuper employer or policy committee we will cap your insurance cover at the sum insured value as at the last annual review date.

For example

Mary is an employee of the XYZ Superannuation Plan and made a transfer on 1 September 2011.

The XYZ Superannuation Plan had an annual review date of 1 August 2011.

The Death/TPD benefit for members in the XYZ Superannuation Plan is $100,000, which is made up of the member’s account balance and their sum insured amount.

Mary’s sum insured value at the last annual review date (1 August 2011) was $50,000 and her account balance was $50,000. Therefore, her Death/TPD benefit amount is $100,000.

Mary requests a transfer of $25,000 processed on 1 September 2011 (the transfer date). As a result, her account balance is reduced to $25,000.

As Mary’s account balance is now $25,000, to maintain a total Death/TPD benefit of $100,000, her sum insured would need to increase to $75,000. However, as the insurance cap is now activated because of her partial transfer, her sum insured remains capped at $50,000. This means that Mary’s Death/TPD benefit is now $75,000, which is made up of the remaining $25,000 in her account and the $50,000 insurance cap.

Accordingly, once the insurance cap is activated, her Death/TPD benefit will consist of the $50,000 insurance cap and any remaining account balance.

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What happens if I do not quote my Tax File Number (TFN)?We are required to tell you the following details before you provide your Tax File Number (TFN) for your super products. Under the Superannuation Industry (Supervision) Act 1993, the trustee is authorised to collect your TFN, which will only be used for lawful purposes.

These purposes may change in the future as a result of legislative change. The trustee may disclose your TFN to another super provider when your benefits are being transferred, unless you request the trustee in writing that your TFN not be disclosed to any other super provider.

It is not an offence not to quote your TFN. However, giving your TFN to the fund will have the following advantages (which may not otherwise apply):

– The fund will be able to accept all types of contributions to your account(s).

– The tax on contributions to your super account/s will not increase.

– Other than the tax that may ordinarily apply, no additional tax will be deducted when you start drawing down your super benefits, and

– It will make it much easier to trace different super accounts in your name so that you receive all your super benefits when you retire.

If you do not provide your TFN you may also be subject to additional tax. Speak to your financial planner for more information.

Personal contributions tax deduction(Not applicable for retirement income stream accounts.) If you wish to claim a tax deduction for personal contributions made in the current or previous financial year, you can provide the information in the Personal contributions tax deduction section of this form.

If you have made personal contributions, you should check whether you are eligible to claim a tax deduction. If you don’t claim a tax deduction at the time of making a withdrawal, we may not be able to accept a future request. Eg, we cannot accept a request where your contributions have been used to start a pension or if you have insufficient personal contributions remaining in your plan to cover the amount you are claiming.

Note: If you do not check you are eligible to claim a tax deduction, or you do not have enough assessable income, the Australian Taxation Office (ATO) could deny your deduction and this may mean you exceed your contribution limit(s). Where this is the case, if you have withdrawn any of your benefit or started a pension, you may not be able to reduce the amount you told us you were claiming. This may mean you have to pay additional tax.

Have you changed your name or are you signing on behalf of another person?If you have changed your name or are signing on behalf of the applicant, you will need to provide a certified linking document. A linking document is a document that proves a relationship exists between two (or more) names.

The following table contains example information about suitable linking documents:

Purpose Suitable linking document

Change of name – Marriage certificate

– Deed poll

– Change of name certificate from the Births, Deaths and Marriages Registration Office.

Signing on behalf of applicant

– Guardianship papers

– Power of Attorney

Certification of personal documents

All copied pages of ORIGINAL linking documents need to be certified as true copies by any individual approved to do so (see below).

The person who is authorised to certify documents must sight the original and the copy and make sure both documents are identical, then make sure all pages have been certified as true copies by writing or stamping ‘certified true copy’ followed by their signature, printed name, qualification (eg Justice of the Peace, Australia Post employee, etc) and date.

The following can certify copies of the originals as true and correct copies:

– a permanent employee of Australia Post with five or more years of continuous service

– a finance company officer with five or more years of continuous service (with one or more finance companies)

– an officer with, or authorised representative of, a holder of an Australian Financial Services Licence (AFSL), having five or more years continuous service with one or more licensees

– a notary public officer

– a police officer

– registrar or deputy registrar of a court

– a Justice of the Peace

– a person enrolled on the roll of a State or Territory Supreme Court or High Court of Australia, as a legal practitioner

– an Australian consular officer or an Australian diplomatic officer

– a judge of a court

– a magistrate

– a Chief Executive Officer of a Commonwealth court.

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Please retain this information sheet for your records – do not return it with your completed form(s).

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Checklist Have you read the important information?

Have you considered where your future employer contributions will be paid?

Have you checked if the receiving product can accept the transfer?

Have you completed all of the mandatory fields on the form?

Have you signed and dated the form?

If applicable, have you completed the Personal contributions tax deduction section of this form?

ATO SuperMatch SearchesYou have the option to provide us with consent to conduct an ATO SuperMatch search on your behalf. You can also consolidate your super by providing us with some basic information.

The ATO SuperMatch is a search facility provided by the ATO to provide super entities with information about their members’:

– active super accounts, where contributions have been received in the previous two financial years

– lost member accounts recorded on the lost members register (LMR)

– super monies held by the ATO, eg unclaimed super or super holding accounts (special account).

In order to perform a SuperMatch search for you, we need your permission to use your TFN.

We will contact you with the results of the SuperMatch search and confirm if you wish to consolidate these funds.

Privacy – use and disclosure of personal informationThe information you provide is being collected by N.M. Superannuation Pty Ltd (N.M. Super) in order to process your request to transfer your superannuation benefit(s) to your AMP product and, if you provide your consent, to perform a SuperMatch search for you and to advise you of the results of the search. If you don’t provide the information requested, N.M. Super will not be able to process your request to transfer your superannuation benefit(s) to your AMP product or perform a SuperMatch search for you.

Your personal information may be shared with business areas or companies within the AMP group. We may also disclose your personal information to recipients who may be located in Australia or overseas, including government bodies as required by law (eg the Australian Taxation Office), to individuals as required by law (eg under family law superannuation splitting arrangements) and to external service suppliers who supply administrative, financial or other services to assist the AMP group in providing financial services. A list of countries where these providers are likely to be located can be accessed via our Privacy Policy (available at amp.com.au), which also provides more information about how we manage and protect your personal information. It sets out how you can access and correct your information, how you may complain about a breach of privacy and our process for resolving privacy related enquiries and complaints.

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Use this form to search for other super AND/OR consolidate between your AMP super accounts.

Please print in CAPITAL LETTERS and place a cross ✗ in any applicable boxes.

* Denotes mandatory fields—if you do not complete these fields your request may be delayed.

What do you want to do?

AMP to search for my other super and come back to me with the results

> Complete sections 1, 2, 3 and 6

I know the details of the funds I wish to consolidate and I can request a super search as well (optional)

> Complete sections 1, 2, 3, 4, 5 and 6

1. Personal details

Title*

Surname*

Given name(s)*

Other/previous names1

Date of birth* Gender*

D D M M Y Y Y Y Male Female

Contact phone number* Mobile number

Email address

Tax File Number (TFN)

– –

  Under the Superannuation Industry (Supervision) Act 1993, you are not obliged to disclose your TFN. Please refer to ‘What happens if I do not quote my Tax File Number (TFN)?’ in the information sheet.

Current address

Address*

Suburb* State* Postcode*

! If you know the address held by your From fund is different to your current residential address, please provide details below.

1. Personal details (continued)

Previous address

Address

Suburb State Postcode

2. Search for other super funds

We want to make this process simple and easy for you. Please tick the boxes below to provide us with your consent to search for your other super and complete the consolidation process over the phone:

I authorise AWM Services Pty Ltd ABN 15 139 353 496 (AWM Services) to use my TFN to perform a SuperMatch search with the ATO to find other super that belongs to me

I request AMP to consolidate my other super funds found in this search into my AMP product after confirming with me over the phone.

3. Fund details - To (receiving fund)

Product name*

Membership or account number*

Note: If you hold the MySuper option and are transferring to a new AMP product within a different Trust, the MySuper Exit Fee will apply. Refer to amp.com.au/mysuper or the Product Disclosure Statement (PDS) for more information. Alternatively, you can speak to your financial planner.

Request to transfer superannuation benefits between AMP funds

AMP Corporate Superannuation

Issue date: 15 May 2020

Issued by N.M. Superannuation Pty Ltd ABN 31 008 428 322 (trustee), which is part of the AMP group (AMP).

1 If your ‘from’ funds are in your previous name please include suitable linking documents as outlined in the information sheet.

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4. Fund details - From (transferring fund)

! You must complete a separate From (transferring fund) section of this form for each account you would like to transfer benefits from.

4a. From (transferring fund)

Fund name*

Membership or account number*

Please transfer*: Partial amount

Total balance Partial balance $

Employer name (employer sponsored plans)

Date ceased employment (employer sponsored plans)

D D M M Y Y Y Y

4b. From (transferring fund)

Fund name*

Membership or account number*

Please transfer*: Partial amount

Total balance Partial balance $

Employer name (employer sponsored plans)

Date ceased employment (employer sponsored plans)

D D M M Y Y Y Y

4c. From (transferring fund)

Fund name*

Membership or account number*

Please transfer*: Partial amount

Total balance Partial balance $

Employer name (employer sponsored plans)

Date ceased employment (employer sponsored plans)

D D M M Y Y Y Y

4. Fund details - From (transferring fund) (continued)

4d. From (transferring fund)

Fund name*

Membership or account number*

Please transfer*: Partial amount

Total balance Partial balance $

Employer name (employer sponsored plans)

Date ceased employment (employer sponsored plans)

D D M M Y Y Y Y

5. Personal contributions tax deduction

Superannuation accounts only

Do you intend to claim a tax deduction for personal contributions made in the current or previous financial year?

No

Yes – I intend to claim a tax deduction on contributions for only one of the accounts listed above. Please complete the table below (if eligible).

Yes – I intend to claim a tax deduction on contributions for more than one account listed above. AMP will contact you to collect further information.

Declaration:

I am lodging this notice before both of the following dates:

– the day I lodged my income tax return for the year(s) stated in the table below, and

– the end of the income year after the year(s) stated in the table below.

Membership or Account number

Contribution Total member contributions $ amount only

Amount you claimed or wish to claim $ amount only

Current financial year

$ $

Previous financial year

$ $

  Refer to the Personal contributions tax deduction section in the enclosed Information sheet to see if you are eligible to claim a tax deduction for personal contributions.

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6. Authorisation and signature

By signing this form I am making the following statements:

– I declare I have fully read this form and the information completed is true and correct.

– I am aware I may ask my superannuation provider for information about any fees or charges that may apply, or any other information about the effect this transfer will have on my insurance cover or other benefits. I have obtained or do not require any further information.

– I consent to my Tax File Number (TFN) being disclosed for the purposes of consolidating my account.

– I understand that in certain circumstances AMP may deduct tax from any untaxed portion of a super lump sum or directed termination payment rolled over to my AMP fund account.

– I discharge the superannuation provider of my From fund of all further liability in respect of the benefits paid and transferred to my To fund.

– I request and consent to the transfer of my superannuation as described above and authorise the fund to give effect to this transfer.

Consent to From fund to provide relevant details to AMP:

– I authorise AWM Services to contact my other fund to obtain any details relevant to the transfer of my superannuation benefit to AMP.

Name* (Print in BLOCK LETTERS)

Signature of member*

✗

Date*

D D M M Y Y Y Y

7. Regulated superannuation fund certification

Your AMP product is a superannuation product within the Super Directions Fund. N.M. Superannuation Pty Ltd (N.M. Super), in its capacity as the Trustee of the Fund certifies that the Fund:

– is a complying superannuation fund and is a resident regulated superannuation fund within the meaning of the Superannuation Industry (Supervision) Act 1993 (SIS)

– is not, and never has been, subject to a direction under section 63 of SIS, and

– will accept contributions from the employer.

N.M. Super has a Registrable Superannuation Entity Licence, RSE Licence No. L0002523. The Fund is registered within the Australian Prudential Regulation Authority (APRA), RSE Registration No. R1056433.

N.M. Super undertakes to advise each employer sponsor if it becomes aware that the Super Directions Fund:

– ceases to be a resident regulated superannuation fund

– becomes subject to a direction under section 63 of the SIS Act.

N.M. Superannuation Pty Ltd Superannuation Fund Number 4904 989 97.

8. Checklist

Have you considered AMP’s request to provide your TFN and are clear on the implications of not doing so?

Have you completed all relevant sections of this form?

Have you read and signed the authorisation on this form?

Where to send this form

Mail (no stamp required) this completed form to:

Super Consolidation team Reply Paid 62990 PARRAMATTA NSW 2124

Any questions? 133 888

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