The transfer-out information section identifies the destination super provider when contributions have been transferred from a member's account.
You should complete section E if the PVA is:
- a super co-contribution remittance or recovery notice
- an unclaimed superannuation remittance or recovery notice, or
- an FHSA remittance or recovery notice.
Question 17
Your reference
Provide a unique reference for the member's 'Transfer-out information' record. We will use this if we have any questions about the 'Transfer-out information'.
Question 18
Destination type
Complete by placing 'X' in the applicable box.
This code indicates the type of destination the amount was transferred to. A transfer is a transaction where all the member's total contributed amounts:
- are moved from the member's account
- are paid out to the member as a lump sum, or
- have started to be paid as a pension or annuity to the member.
The codes are:
R
|
a rollover to another super provider account, including for a deferred annuity product.
|
I
|
a payment to an individual (pension or annuity or lump sum).
|
D
|
a payment to a death beneficiary (you must also place an 'X' in the 'Yes' box in question 16).
|
V
|
a payment to a non-member due to marriage breakdown.
|
|
If the destination type code is 'R', you must complete questions 19 to 22.
|
|
|
Do not answer questions 19 to 22 if the destination type codes 'I', 'D' or 'V' are used.
|
Question 19
Destination super provider ABN
Provide the destination super provider's ABN.
Do not answer this question if:
- the transfer was made to the member or non-member due to marriage breakdown, or
- a payment of a death benefit was made to a beneficiary.
Question 20
Destination super provider product identification number
Provide the destination super provider's product identification number the amount was transferred to.
Question 21
Destination super provider member account number
Provide the member's new super provider account number that the contributed amount was transferred to.
Question 22
Destination super provider member client identifier
Provide the member's new super provider client identifier that the contributed amount was transferred to.
Questions 23 to 28
These questions (which are the same as questions 17 to 22) should only be completed when contributions have been transferred from a member's account to more than one destination.
Sections within How do you complete this advice?
Last Modified: Thursday, 17 May 2012