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  • Superannuation fund nomination form

    About this form

    Form to nominate a superannuation fund or retirement savings account (RSA) to receive the superannuation entitlements we hold for you, including unclaimed superannuation. (NAT 8676)

    Attention

    This form may take some time for us to process. Using our online services for individuals is a quicker way to ensure that we transfer any ATO held money to your preferred fund. You will need a myGov account linked to the ATO.

    End of attention

    How to obtain this form

    You can download this form in Portable Document Format (PDF) – download Superannuation fund nomination (NAT 8676, PDF, 203KB).

    To obtain a printed copy of this form: 

    • use our automated self-help publications ordering service at any time. You need to know the full title of the publication to use this service 
    • phone our Publications Distribution Service on 1300 720 092. You can speak to an operator between 8.00am and 6.00pm Monday to Friday. Before you phone, check whether there are other publications you may need – this will save you time and help us. For each publication you order, you need the full title 
    • visit one of our shopfronts between 8.30am and 4.45pm weekdays (except public holidays). Making an electronic nomination

    Instructions

    When to use this form

    You complete this from to nominate a superannuation fund or retirement savings account (RSA) to receive the superannuation entitlements we hold for you, including unclaimed superannuation.

    Making an electronic nomination

    Get it done

    For fast service, you can make your nomination online using our online services for individuals. You will need a myGov account linked to the ATO.

    End of get it done

    This service provides you with details of all your accounts held by super funds, including the account number and fund contact details, as well as any accounts we hold on your behalf. You can also consolidate your super accounts.

    Completing this form

    • You must answer all questions.
    • Place ‘X’ in all applicable boxes.

    Completing section A: your details

    Complete your details.

    Completing section B: fund details

    Before providing the details of the superannuation fund or RSA you want to nominate, check that both the following apply to the fund/RSA:

    Work it out

    To check the complying status of your fund/RSA, use the Super Fund Lookup service at ABN Lookup – homeExternal Link.

    End of work it out

    Contact your fund/RSA to obtain both:

    • their Australian business number (ABN)
    • the unique superannuation identifier (USI) – to ensure payment is made to the correct superannuation product
    • the member account number the superannuation payments should be sent to.
    Attention

    We recommend you ensure your fund/RSA has the same name and contact details for you as we have. Any discrepancies in these details could result in delays in processing your superannuation payments.

    End of attention

    Lodging your nomination form

    Mail it to:

    Australian Taxation Office

    PO Box 3578

    ALBURY NSW 2640

    More information

    Find out more

    Employers superannuation - home.

    End of find out more
    Last modified: 24 Jun 2015QC 17316