How do I rollout?
Defence Bank sincerely values your loyalty. However, we do also appreciate that, for whatever 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. You will need to use this option if you are looking to roll your funds into a Self-Managed Super fund (SMSF), your accountant should be able to assist you.
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.