When reporting USM or trustee voluntary payments to us, any accounts with NZ-sourced amounts must be reported separately.
These are reported by completing the Unclaimed superannuation money statement paper form (NAT 71864). If not reported separately, members may not receive their full entitlements.
If you have reported any NZ sourced amounts and not used the form, you should contact us via Super enquiry Service (SES) so that we can assist you in rectification action.
If you're able to accept NZ sourced amounts, we need to add you to our register. Notify us by lodging a request via SES. This will enable us to process rollovers efficiently.
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