Rollover benefits statement prior to 1 July 2017
Previous versions of the Rollover benefits statement are to be used for payments occurring prior to 1 July 2017.
For payments occurring between 1 July 2013 and 30 June 2017 (inclusive) refer to:
- Rollover benefits statement (NAT 70944-03.2013, PDF, 176KB)This link will download a file, and
- How to complete a rollover benefits statement (NAT 70945-03.2013, PDF, 223KB)This link will download a file
For payments occurring between 1 July 2007 and 30 June 2013 (inclusive) refer to
- Rollover benefits statement (NAT 70944-05.2007, PDF, 59KB)This link will download a file, and
- How to complete a rollover benefits statement (NAT 70945-05.2007, PDF, 124KB)This link will download a file.
You must only use the relevant previous version of the RBS form to correct any errors.
Next step:
- Check that the rollover data standards do not apply before using the RBS.
Note: Penalties apply if you make a statement in an RBS that is false or misleading.
See also:
If your member asks you to roll over parts of their super to more than one fund, you must complete separate fund and member statements for each rollover payment.
Section A: Receiving fund's details
Complete all the details of the super fund and product you are paying the rollover to, including their Australian business number (ABN) and the Unique Superannuation Identifier (USI).
If you are a trustee of an APRA regulated fund, the Fund validation service (FVS) will provide details of the receiving fund if the receiving fund is an APRA regulated fund.
At label 4b, Member client identifier, provide the member client identifier used by the receiving fund to uniquely identify their member. Some funds include the member's account number in the member client identifier.
If the fund does not have a USI or a member client identifier, or your reasonable efforts have been unable to obtain this information, the label may be left blank.
When your member's super is transferred to the super account of another person (usually their spouse), provide the member client identifier for the receiving member (that is, the details of the spouse of your member). This transfer usually occurs after you accept an application for contributions splitting or under a family law obligation.