Rollover Benefits Form
Vanguard® Personal Superannuation Plan
Please complete this form to rollover your superannuation benefit from another complying superannuation fund to Vanguard Personal Superannuation Plan. You will need one form for each of your former funds that you wish to rollover (you may photocopy this form if required or access additional copies at www.vanguard.com.au). Vanguard will then arrange for the rollover on your behalf. Please refer to page 29 of the PDS for more details.
Note: If you are not currently a member of the Vanguard Personal Superannuation Plan this form must be accompanied by a completed Application Form. Please complete the Application Form so that an account can be established.
Complete your personal details
Investor number (existing members only)
Title
Surname
Given name(s)
Date of birth (dd/mm/yyyy)
Gender
Male
Female
Have you recently changed your address?
Yes
No
Address
Suburb
State
Postcode
Country
Is your postal address different to your residential address?
No
Yes
Postal address
Postal suburb
Postal state
Postal postcode
Postal Country
Home phone number
Business phone number
Mobile phone number
Email address
Details of your rollover institution
To process your rollover, we need full details of the fund from which you are rolling over your benefit.
Member number
Fund name (in full)
Fund Address
Suburb
State
Postcode
Fund Country
Amount to be transferred
Entire balance (your account will be closed)
Partial amount
$
Click GENERATE FORM to create a PDF. Please print, sign and post to Vanguard Investments.
