After you complete this form

PAYG payment summary – superannuation lump sum is self-duplicating and includes copies for:

  • us
  • the payee
  • the payer.

You must do all of the following:

  • give the payee their copy of this payment summary within 14 days of making the super lump sum payment
  • send the ATO original to us as part of your PAYG withholding payment summary annual report by 14 August, following the end of the financial year
  • retain the PAYG payer's copy and keep this for five years.

Do not send us payment summaries printed from your payroll software. You must send us the ATO originals.

Last modified: 17 Jun 2014QC 35966