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  • Where to send an RBS and time limits

    Note: You do not send a copy of the statement to us.

    If the rollover data standard does not apply to the transaction you must do all of the following.

    • Send the statement to the receiving fund within seven days of paying them the rollover.
    • Provide a copy of the statement to your member within 30 days of paying the rollover to the receiving fund.
    • Keep a copy of the statement in your records for five years.

    If the rollover data standard does apply to the transaction, you must do all of the following.

    • Comply with the requirements of the data standard for the fund-to-fund interaction (do not send the RBS form to the receiving fund).
    • Use the RBS only to provide a statement to the member in section B within 30 days of paying the rollover.
    • Keep a copy of the member statement in your records for five years.
    Last modified: 27 Jun 2018QC 28175