What is Form NAT 74927?
The Compassionate Release of Superannuation - Report by Registered Medical Practitioner (Form NAT 74927) is essential for individuals seeking early access to their superannuation funds due to medical needs. This form must be filled out by a registered medical practitioner, confirming that the requested medical treatment is necessary. It plays a vital role in supporting applications for compassionate release, ensuring funds are allocated exclusively for legitimate medical expenses, including treatments for life-threatening illnesses, chronic pain, or mental health conditions.
What is Form NAT 74927 used for?
Form NAT 74927 is essential for accessing superannuation funds under compassionate grounds:
- Supports medical treatment for the applicant or a dependent
- Covers transport costs for medical treatment
- Modifies the applicant’s home or vehicle for severe disability
- Provides palliative care for a terminal illness
How to fill out Form NAT 74927?
- 1
Open the Compassionate release of superannuation form in the PDF editor.
- 2
Fill out the applicant’s personal details as required.
- 3
Input the registered medical practitioner’s information.
- 4
Attach the completed report verifying the applicant's medical condition.
- 5
Check the number of reports based on the compassionate grounds being applied for.
- 6
Click Done to download the filled form.
Who is required to fill out Form NAT 74927?
The Compassionate release of superannuation - Report by registered medical practitioner, Form NAT 74927, must be completed by two groups: the applicant and the registered medical practitioner or specialist. The applicant fills out Section A, while Sections B to F are for the medical professional.
After completion, this form is primarily used by individuals facing serious life challenges needing access to their superannuation. Financial advisors and community organizations may also assist clients in the compassionate release process.
When is Form NAT 74927 not required?
Form NAT 74927 isn't required when the ATO does not approve the compassionate release of superannuation. It's also unnecessary if medical expenses are covered by insurance or other funding sources, or if the individual can pay the expenses without needing to access their superannuation.
When is Form NAT 74927 due?
The deadline for Form NAT 74927 is six months before you submit your application for compassionate release of superannuation. Make sure the form is signed and dated before including it with your application.
How to get a blank Form NAT 74927?
To get a blank Form NAT 74927, simply visit our website. The form is pre-loaded in our editor, allowing you to fill it out directly. Remember, our platform helps you fill and download forms, but it does not support filing them.
How to sign Form NAT 74927?
To sign Form NAT 74927, you need to provide a handwritten signature as official sources do not accept electronic or digital signatures for this form. Use PDF Guru to fill out the form, and once completed, download it to add your signature. Remember to check for the latest updates regarding signature requirements before finalizing your submission. PDF Guru can help with everything except submission, so ensure you follow the necessary steps for processing your form.
Where to file Form NAT 74927?
To submit the compassionate release of superannuation form, go to the ATO website. You can complete the application online or link your myGov account.
If you prefer a paper application, request one by calling 13 10 20. After filling it out, send your application online or by mail to the ATO for processing.
