Pension Commencement Form To submit your details for the pension commencement, please complete the form below. Pension Commencement Form Superannuation Fund Name* Please enter the name of the SMSFName of Member Commencing a Pension* Please enter the name of the Member starting a pensionMember Date of Birth* DD slash MM slash YYYY Adviser DetailsIs your adviser completing this form on behalf of the pension member* Yes No Adviser Name Please let us know which licenced adviser is helping you with this application.Adviser Email Address Pension DetailsWhat condition of release has been met?reached preservation age and retiredreached preservation age and want to commence a transition to retirement income streamceased an employment arrangement on or after the age of 60is 65 years of age (retired or still working)Type of Pension being requested? Account Based Pension (ABP) Transition to Retirement Income Stream (TRIS) Does the member already have a pension/s in their SMSF?* Yes No Please do the following with the existing pension/s Keep it/them unchanged, just convert the current accumulation account balance to a new pension, resulting in more than one pension. Please stop an existing pension and add it back to the accumulation balance to create a new larger pension, resulting in one pension account. The member has multiple pension accounts and a telephone conversation is required to determine the pension to be stopped. Please do the following for my new pension Convert 100% of my balance into a new pension Convert a specific $dollar amount to a new pension account Convert a specific %percentage amount to a new pension account $ Dollar Amount to be converted to pension (AUD)% Percentage amount to a new pension account What is the commencement date of the pension being requested?*When did you intend to commence your pension. DD slash MM slash YYYY Reversionary BenefitsDo you wish for this new pension to be reversionary in the case of pension members death?* Yes No Name of reversionary beneficiary If you die, who would you like this pension to automatically go to?Beneficiary Date of Birth DD slash MM slash YYYY Please enter the beneficiaries date of birth.What % percentage of the pension is reversionary? CompletionApplicants Name Who is completing this form?Email Address of the Applicant* Please enter your email addressDeclarations & ConsentsWe acknowledge that: Supervision has not provided personal financial advice in relation to establishing a pension All of the members of the SMSF authorise the applicant to submit this form on the members behalf The information provided in this form is true and correct A fee of $270 will apply to this pension application upon application and will be directly debited from the SMSF account Additional fees may apply if changes are required after documents have been created The pension commencement date completed in this form was the date in which we intended for this pension to commence
