consolidate your super into raiz invest superform+-+rollover+in.pdf · page 1 of 2 m f consolidate...
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M F
CONSOLIDATE YOUR SUPER INTO RAIZ INVEST SUPER
Phone: 1300 754 748
Instructions: Please complete this form on your device and save a copy. Please send the saved copy to [email protected]
Member number
Personal email address Mobile phone number*
Street Address/PO Box*
Street
First name* Middle nameTitle
Date of birth (DD/MM/YYYY)* Gender*Last name*
1. PERSONAL DETAILS
2. PREVIOUS DETAILS
If yes, please provide name
Have you ever been known by another name? Yes No
If yes, please provide your previous address
Have you recently changed address and not updated your other super fund? Yes No
If the details you have provided do not match the records of your other fund there may be delays in combining your super.
Home phone numberSuburb/Town* State* Postcode*
State* Postcode*
Suburb/Town
Member Number Unique Superannuation Identifier Fund Name
3. SUPER FUND DETAILS
Transfer Whole Balance? Yes If No, Partial Amount of $No
Member Number Unique Superannuation Identifier Fund Name
Transfer Whole Balance? Yes If No, Partial Amount of $No
Member Number Unique Superannuation Identifier Fund Name
Transfer Whole Balance? Yes If No, Partial Amount of $No
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Diversa Trustees LimitedABN: 49 006 421 638, AFSL No: 235153, RSE License No: L0000635
Important information
Instructions – Fully complete all sections and return this form to the above address• Please ensure all sections are fully completed.• You may have insurance cover as part of your other super fund. If you transfer your entire balance to RAIZ Invest Super your other fund will
close and your cover there will likely cease.• If your employer has previously paid contributions to your other fund please ensure you update them with details of your RAIZ Invest Super.• When you email your completed form to [email protected] please ensure this is from the email address associated with your RAIZ
Invest Super account
Please return the form to [email protected]