Commonwealth Consolidated Regulations

RETIREMENT SAVINGS ACCOUNTS REGULATIONS 1997 - REG 4.35B

                For this Division:

                (a)    the form set out in Schedule 2A to the SIS Regulations is adopted with the following modifications as required for the purposes of the Act and these Regulations:

                          (i)    references to a superannuation fund are taken to be references to an RSA institution;

                         (ii)    references to a trustee are taken to be references to an RSA provider;

                         (iii)    references to a member are taken to be references to an RSA holder;

                        (iv)    references to provisions of the SIS Act and the SIS Regulations are taken to be references to the Act and these regulations; and

               (b)    the form, as adopted, is the request form .

Note    The request form deals with information about tax file numbers that is required in accordance with Part 11 of the Act, and approvals under the Act.

It is recommended that applicants use the request form to allow RSA providers to roll over or transfer whole balance amounts as quickly and efficiently as possible. Making the request in another way may require an RSA provider to seek further information from the RSA holder under subregulation 4.35C (2).

If subregulation 4.35D (3) applies, the request may need to be supplemented by the documentation mentioned in that subregulation.