Members Superannuation Fund Superannuation Tracking Request Lost by lindayy

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									Savings & Loans Credit Union (S.A.) Ltd. ABN 70 050 419 755   Members Superannuation Fund
50 Flinders Street Adelaide S.A. 5000 Ph 13 11 82
savingsloans.com.au                                           Superannuation Tracking Request




                       Lost track of your Superannuation?
                       Moved address and haven’t notified an old Super fund?


                       You may be entitled to funds you’re not aware of.


                       Savings & Loans can help you locate any lost
                       superannuation that may have accumulated over the
                       years.


                       It’s easy. Just complete and sign the request on the
                       reverse side of this form and return to:
                       Savings & Loans Credit Union (S.A) Ltd
                       Superannuation Processing
                       Reply Paid 463
                       Adelaide SA 5001




                                                                                     V1.0–1006-FRM_2205
                                                                   TM


Savings & Loans Credit Union (S.A.) Ltd. ABN 70 050 419 755
50 Flinders Street Adelaide S.A. 5000 Ph 13 11 82                                                 Superannuation Tracking Request
savingsloans.com.au                                                                               Savings & Loans Member’s Superannuation Fund ABN 20 224 077 558

Please complete this request if you wish to authorise Savings & Loans Credit Union to contact the Australian Tax Office (ATO) on your behalf to identify any unredeemed superannuation
benefits in your name. Unredeemed benefits include those that may be held in the ATO’s Lost Members Register (LMR), Superannuation Holding Accounts Reserve (SHAR) and
Superannuation Guarantee (SG) voucher records.
This request also authorises the transfer of any superannuation benefits that may be identified in the search to your Savings & Loans Members’ Superannuation Fund. Savings & Loans
Credit Union will inform you in writing of the results of this search. To assist the ATO to identify any unredeemed benefits to which you are entitled, please provide the following details.


Personal Details


Title (tick preferred title):                     Mr              Mrs      Miss       Ms               Dr                 Tax File Number:




                                 First name                                                      Surname
            Member Name


       Former Surname(s)                                                                                       Date of Birth


            Street Address
                                                                                                                                                                    Postcode
                     Suburb

                                                                                                                                                                    Postcode
           Postal Address

                                                                                       at home
                Telephone        (            )                                                             mobile
                                                                                       at work
                                 (            )

                                 Please circle the type:   home     work
             email address


Providing Your Tax File Number (TFN)
If you provide your TFN it will assist us in tracking your superannuation through the ATO. It is not an offence not to quote your TFN. If you choose not to provide it to us, a higher rate of
tax may be charged to your benefits when paid. Your TFN may be provided to the ATO or other Government bodies for the purposes of Surcharge reporting and administering your
superannuation benefits. If you supply your TFN you authorise us to provide it to the Savings & Loans Members’ Superannuation Fund.

Authorisation and Declaration
In giving this authorisation:
• I understand that Savings & Loans Credit Union will provide the ATO with my Tax File Number and any other relevant information for the sole and express purpose of searching the
   LMR, SG and SHAR records for superannuation benefits belonging to me. I understand that the results of these searches (provided by way of this Superannuation Tracking Request)
   will be forwarded to Savings & Loans Credit Union who will, in turn, inform me of the search results.
• I understand that Savings & Loans Members’ Superannuation Fund may be required by law to deduct tax from the untaxed portion of any Eligible Termination Payment(s) received on
   my behalf.
• I understand that the ATO and/or the Trustee of my former fund(s) is/are discharged from any further liability in respect of any amount once it has been rolled over and all reporting
  requirements have been satisfied.
Declaration:
• I authorise the rollover of any benefits that Savings & Loans Credit Union identify and report as belonging to me to my Savings & Loans Members’
  Superannuation Fund Account.
• I hereby declare that to the best of my knowledge and belief the information I have provided above is true and correct in every particular and that I have read and understood the
  information above.
• I hereby give my consent to the collection, use and disclosure of my personal and sensitive information for the purposes outlined above. I have received a brochure titled ‘Your Privacy’
  from Savings & Loans (‘the brochure’). I acknowledge that I expect and consent to the collection, use and disclosure of my personal and sensitive information occurring in the circumstances
  listed in the brochure.

                         Signature
                                                                                                                                                             Date
Member Signature:




Savings & Loans Members’ Superannuation Fund Number:



    Savings & Loans Member’s Superannuation Fund (Fund Registration No R 1001334)
    Issued by Trust Company Superannuation Services (ABN 49 006 421 638, AFSL 235 153, RSE License No L0000 635)
                                                                                                                                                                               V1.0–1006-FRM_2205

								
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