What is Form NAT 75359?
Form NAT 75359 is used to request the transfer of your entire superannuation balance from one fund to another. This form is essential for moving your super savings in accordance with the Superannuation Industry (Supervision) Act 1993. It is important to note that this form is not for partial transfers or situations like changing employer contributions or transferring benefits due to family law agreements. To ensure a smooth transfer process, be sure to fill out all mandatory fields accurately.
What is Form NAT 75359 used for?
Form NAT 75359 is essential for managing your superannuation funds. Here’s what it’s used for:
- Whole Balance Transfer: To request the transfer of your entire superannuation balance between super funds.
- Compliance with Superannuation Act: Ensures adherence to the Superannuation Industry (Supervision) Act 1993.
- Exclusion of Partial Transfers: This form does not handle partial transfers; those must be requested from your super fund directly.
- Specific Conditions: It cannot be used for changing where employer contributions go, transferring benefits if their location is unknown, or transferring benefits from multiple funds.
How to fill out Form NAT 75359?
- 1
Print clearly in BLOCK LETTERS.
- 2
Complete all mandatory fields.
- 3
Refer to detailed instructions on ato.gov.au for guidance.
- 4
Ensure the form is completed according to the Superannuation Industry (Supervision) Act 1993.
- 5
Do not use the form for partial transfers or other prohibited actions.
Who is required to fill out Form NAT 75359?
Individuals looking to transfer their entire superannuation balance between funds typically fill out Form NAT 75359. This includes self-managed super fund (SMSF) trustees and other members of superannuation funds.
Once completed, the form is used to request the transfer of super benefits, with the Australian Taxation Office (ATO) managing the process and verifying the information.
When is Form NAT 75359 not required?
You do not need Form NAT 75359 if you want to transfer only part of your super balance, change your employer's fund, or if you're unsure where your super is. Additionally, if you are transferring benefits from multiple funds, opening a new super account, or transferring benefits as per a Family Law Act agreement, this form is not required.
When is Form NAT 75359 due?
The deadline for Form NAT 75359 is when you wish to transfer the entire balance of your superannuation benefits from one fund to another. This form is not for partial transfers or changing funds for employer contributions. Make sure to submit it on time to ensure a smooth rollover process.
How to get a blank Form NAT 75359?
To get a blank Form NAT 75359, simply visit our website, where the form is available pre-loaded in our editor. You can fill it out directly on our platform and download it for your records. Remember, PDF Guru aids in filling and downloading but not filing forms.
How to sign Form NAT 75359?
To sign Form NAT 75359, you need to provide a handwritten signature, as the official guidelines do not accept electronic or digital signatures. You can fill out the form using PDF Guru, which allows you to easily add your handwritten signature. Once you've completed the form, download it for your records. Remember to check for any updates or changes related to the form before submission, as PDF Guru does not support the submission process.
Where to file Form NAT 75359?
To submit the Request for rollover of whole balance of super benefits (NAT 75359), mail the completed and signed form to your transferring fund.
Ensure all fields are filled in block letters to prevent any processing delays. Double-check any required documents are included with your submission.
