How do I rollout?

How do I rollout?

Defence Bank sincerely values your loyalty, though does also appreciate for whatever the reason, you may leave us someday. But if you do have to go, here are a couple of options that may help.

  • Log into your MyGov account, and request a rollover online.
  • Complete our withdrawal form, send it along with a certified copy of your photographic identification via post.
  • Request a rollover via the other fund.

If you are making personal contributions into your Superannuation, then make sure you complete the Notice of Intent to Claim or Vary a Deduction for Personal Super Contributions form and send to investments@defencebank.com.au before we process your rollover to the other fund or close your account. That way we will make sure your personal contributions are recorded as concessional contributions.