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The informaon provided in this document is general advice only and has been prepared without taking account of your personal objecves, financial situaon or needs. Before acng on any such general advice, you should consider the appropriateness of the advice, having regard to your own objecves, financial situaon and needs. You may wish to consult a licensed financial advisor. You should obtain a copy of the ADF Super Product Disclosure Statement (PDS) and consider its contents before making any decision regarding your super. Commonwealth Superannuaon Corporaon (CSC) ABN: 48 882 817 243 AFSL: 238069 RSEL: L0001397 Trustee of the Australian Defence Force Superannuaon Scheme (ADF Super) ABN: 90 302 247 344 RSE: R1077063 Important information about this form Use this form to • Transfer super from another fund into your ADF Super account. • You need to be currently employed by the Australian Defence Force and have an active ADF Super account to transfer super into ADF Super. • Before making any decisions, please read the ADF Super Product Disclosure Statement available at csc.gov.au • If you need assistance, please call 1300 203 439. • If you wish to transfer your eligible benefits from MilitarySuper or DFRDB to ADF Super, please refer to your schemes website for the relevant form. Consolidate online Did you know that you can transfer your super from another fund into your ADF Super account by logging into ADF Super Member Online and using our Consolidate super feature. All you need is your other fund’s USI and member number. Note: If you wish to transfer your eligible benefits from MilitarySuper or DFRDB to ADF Super, please refer to your schemes website for the relevant form. How to use this form Please use CAPITAL LETTERS and a black or blue pen. Mark boxes like this with a or then fill out the next question or section. Submitting your form Please send this form to: ADF Super Locked Bag 9400 Wollongong DC NSW 2500 or email to: [email protected] ADFSF3 07/20 Transfer your super to ADF Super ADFSF3 1 of 4

Transfer your super to ADF Super - CSC€¦ · to ADF Super ADFSF3 1 of 4. A Provide your personal details ADF Super member number Title Mr Mrs Ms Miss Other Surname Given name(s)

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Page 1: Transfer your super to ADF Super - CSC€¦ · to ADF Super ADFSF3 1 of 4. A Provide your personal details ADF Super member number Title Mr Mrs Ms Miss Other Surname Given name(s)

The information provided 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 and needs. You may wish to consult a licensed financial advisor. You should obtain a copy of the ADF Super Product Disclosure Statement (PDS) and consider its contents before making any decision regarding your super.Commonwealth Superannuation Corporation (CSC) ABN: 48 882 817 243 AFSL: 238069 RSEL: L0001397 Trustee of the Australian Defence Force Superannuation Scheme (ADF Super) ABN: 90 302 247 344 RSE: R1077063

Important information about this form Use this form to• Transfer super from another fund into your ADF Super account.• You need to be currently employed by the Australian Defence Force and have an active

ADF Super account to transfer super into ADF Super.• Before making any decisions, please read the ADF Super Product Disclosure Statement

available at csc.gov.au• If you need assistance, please call 1300 203 439.• If you wish to transfer your eligible benefits from MilitarySuper or DFRDB to ADF Super,

please refer to your schemes website for the relevant form.

Consolidate online Did you know that you can transfer your super from another fund into your ADF Super account by logging into ADF Super Member Online and using our Consolidate super feature. All you need is your other fund’s USI and member number.

Note: If you wish to transfer your eligible benefits from MilitarySuper or DFRDB to ADF Super, please refer to your schemes website for the relevant form.

How to use this formPlease use CAPITAL LETTERS and a black or blue pen.

Mark boxes like this with a or then fill out the next question or section.

Submitting your formPlease send this form to:ADF Super Locked Bag 9400 Wollongong DC NSW 2500or email to: [email protected]

ADFSF307/20

Transfer your super to ADF Super

ADFSF3 1 of 4

Page 2: Transfer your super to ADF Super - CSC€¦ · to ADF Super ADFSF3 1 of 4. A Provide your personal details ADF Super member number Title Mr Mrs Ms Miss Other Surname Given name(s)

A Provide your personal detailsADF Super member number

Title Mr Mrs Ms Miss Other

Surname

Given name(s)

Date of birthD D M M Y Y Y Y

/ /

Postal address

SUBURB STATE POSTCODE

Contact detailsMOBILE NUMBER

BUSINESS HOURS

AFTER HOURS

EmailWORK

@

HOME

@

Tax File Number

I have already provided my TFN to ADF Super. You can check this by logging into ADF Super Member Online or under the ‘Your details’ section of your Member Statement

ADF Super is authorised to collect and validate your TFN under the Superannuation Industry (Supervision) Act 1993. To improve the electronic transfer of funds between superannuation providers, your TFN is required to be validated with the Australian Taxation Office (ATO).

ADFSF3 2 of 4

Page 3: Transfer your super to ADF Super - CSC€¦ · to ADF Super ADFSF3 1 of 4. A Provide your personal details ADF Super member number Title Mr Mrs Ms Miss Other Surname Given name(s)

B Transfer detailsFROM:

Name of the fund you want to transfer your benefit from

Please provide the name exactly as per your last statement or contact the fund for the correct details.

ABN of fundAUSTRALIAN BUSINESS NUMBER

Your Member Client Identifier at the fund

USI of fund

USI = Unique Superannuation Identifier

Phone number of fund

TO: Australian Defence Force Superannuation Scheme (ADF Super)USI: 90302247344001 ABN: 90 302 247 344 Phone: 1300 203 439

To transfer from more than one fund, please provide the details of the other fund(s) on a separate sheet of paper.

C Amount

OR Whole amount (balance of my account) A gross dollar amount of

$

D AuthorisationBy signing this request form I am making the following statements:• I request and consent to the transfer of superannuation as described in this form• the information I have provided on this form 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 may have on my benefits, including insurance cover, and have obtained or do not require such information

• I have read the ADF Super Product Disclosure Statement, and this application is made subject to the terms and conditions of that information

• I consent to my Tax File Number being disclosed for authorised purposes • I am aware and agree that my transfer amount will be invested in line with my existing investment

strategy or, if I have not made an investment choice, in the ADF Super default investment option called MySuper Balanced

• once my benefits have been transferred from the fund named on this form, the Trustee of that fund is discharged from any further liability for the amount transferred.

SIGNATUREDate of declaration

D D M M Y Y Y Y

/ /Sign

ADFSF3 3 of 4

Page 4: Transfer your super to ADF Super - CSC€¦ · to ADF Super ADFSF3 1 of 4. A Provide your personal details ADF Super member number Title Mr Mrs Ms Miss Other Surname Given name(s)

[email protected]

Phone1300 203 439

Fax1300 204 314

PostADF SuperLocked Bag 9400Wollongong DC NSW 2500

Web csc.gov.au

Overseas Callers+61 2 4201 5401

E LodgementYou have now completed this form. Please send this form to:ADF Super Locked Bag 9400 Wollongong DC NSW 2500or Email: [email protected]

Your privacy is important to usWe’re committed to protecting your privacy. We collect your personal information for the purposes of providing superannuation services to you, improve our products and to keep you informed. We will only share your personal information where necessary for providing superannuation services to you. This may include disclosing your personal information to our scheme administrator, service providers or government or regulatory bodies. Your personal information may be accessed overseas by our service providers. Please see our privacy policy for full details. Your personal information will not be otherwise used or disclosed unless required or permitted under law.A full copy of our privacy policy as well as the privacy complaint process is available at csc.gov.au

Need assistance? Call us on the phone numbers below

End Form

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