How to apply for super held by the ATO online or by using the paper application form (NAT 74880).<\/p>\n\n\n\n
You can manage your super using our online services. This includes applying for your ATO-held super money and uploading supporting documents.<\/p>\n\n\n\n
To use our online services, you need to create a myGov account and link to the ATO. For more information, see Keeping track of your super<\/a>.<\/p>\n\n\n\n You can only apply for a payment of your super held by us if you meet at least one of the eligibility criteria outlined in the tables below. If you apply using ATO online services, in most instances we will automatically work out if you are eligible.<\/p>\n\n\n\n Depending on your circumstances, some eligibility criteria allow you to withdraw your ATO-held super without supporting documentation.<\/p>\n\n\n\n Where supporting documentation is required, you’ll need to provide copies of relevant documents to support your application:<\/p>\n\n\n\n Once we have your application and supporting documents, we’ll determine which ATO-held super amounts we can pay you.<\/p>\n\n\n\n If you don’t meet the eligibility requirements, you cannot withdraw your ATO-held super. However, you can transfer your account balance to a complying super fund or retirement savings account. This can be done using our online services. If you can’t access our online services, contact us to discuss your options.<\/p>\n\n\n\n ATO-held monies may include:<\/p>\n\n\n\n You can withdraw USM<\/strong>, SHA special account<\/strong> and SG<\/strong> credits held by us.<\/p>\n\n\n\n You can withdraw super from SHA special account, USM<\/strong> and SG<\/strong> accounts if you have met relevant eligibility requirements.<\/p>\n\n\n\n The visa information you provide may be checked against information held by the Department of Home Affairs. Your application may take longer to process if your information does not match the information held by them.<\/p>\n\n\n\n You can withdraw USM<\/strong> if the amount relates specifically to credit arising from a splittable non-member spouse payment (split in accordance with a splitting agreement or splitting order).<\/p>\n\n\n\n Note:<\/strong> The ability to make a claim as a non-member spouse does not guarantee eligibility.<\/p>\n\n\n\n USM related to non-member spouses is generally from deceased estates \u2013 see Proof of identity or authority for third-party applicants<\/a>.<\/p>\n\n\n\n You can withdraw USM<\/strong> if the account balance just prior to withdrawal is less than $200<\/strong>.<\/p>\n\n\n\n If you have SHA special account<\/strong> credit, you may be able to withdraw it \u2013 see Eligibility with documentation<\/a>.<\/p>\n\n\n\n You can withdraw SHA special account<\/strong> inactive credit held by us.<\/p>\n\n\n\n You can withdraw Co-cons, LISC<\/strong> and LISTO<\/strong> credits held by us.<\/p>\n\n\n\n You can withdraw Co-cons, LISC, LISTO, SHA special account<\/strong> and SG<\/strong> if you provide the following documentation:<\/p>\n\n\n\n Note:<\/strong> One certificate signed by 2 registered medical practitioners is sufficient.<\/p>\n\n\n\n This excludes<\/strong> Austudy payments or Youth Allowance to a person who is undertaking full-time study.<\/p>\n\n\n\n You can withdraw SHA special account<\/strong> if you provide one<\/strong> of the following:<\/p>\n\n\n\n Note:<\/strong> One example of an acceptable document is a Q230 letter from Services Australia.<\/p>\n\n\n\n You can withdraw SHA special account<\/strong> if you have ceased employment with all depositors and you provide one<\/strong> of the following for each former employer who deposited amounts on your behalf in SHA special account, or paid the Commissioner of Taxation an amount of SG shortfall that was deposited into the SHA special account:<\/p>\n\n\n\n Note:<\/strong> The withdrawal of an account balance of less than $200 is only allowed if your SHA special account balance is not attributable to amounts of Co-cons, LISC and LISTO.<\/p>\n\n\n\n You can withdraw SHA special account<\/strong> if you are not in employment or employed but the duties are performed wholly or principally outside Australia and you provide one<\/strong> of the following:<\/p>\n\n\n\n You can withdraw ATO-held super<\/strong> money if you have a terminal medical condition. This provision applies if:<\/p>\n\n\n\n Note<\/strong>: One certificate signed by 2 registered medical practitioners is sufficient.<\/p>\n\n\n\n Temporary residents can use our departing Australia superannuation payment (DASP)External Link<\/a> online application system to claim ATO-held super after leaving Australia<\/a>.<\/p>\n\n\n\n The DASP online application system also allows you, or your authorised intermediary, to:<\/p>\n\n\n\n If you’re not able to lodge online, use the Application for payment of ATO-held superannuation money (NAT 74880, PDF 260KB)<\/a>.<\/p>\n\n\n\n To claim your DASP, you must meet the eligibility requirements<\/a>.<\/p>\n\n\n\n Changes to the law in December 2020 mean that if you have permanently emigrated to New Zealand (or are a New Zealand citizen) who worked in Australia and received super, you may be eligible to transfer your ATO-held USM to a New Zealand KiwiSaver<\/a> scheme or have it directly paid to yourself.<\/p>\n\n\n\n Currently, applications can only be made by completing the paper form and posting it to us.<\/p>\n\n\n\n If you wish to claim super held by the ATO on behalf of the account holder, you must provide certified<\/strong> copies of the documents listed in the table below as proof of authority or proof of identity with your application.<\/p>\n\n\n\n We may contact you for more information so we can assess whether payment of the ATO-held super can be made to you.<\/p>\n\n\n\n The Commissioner is required by law to pay unclaimed super amounts owed to a deceased person or beneficiary named under a valid binding death nomination. If there is no valid nomination, the super must be paid to the person’s legal personal representative.<\/p>\n\n\n\n Note<\/strong>: Assessment of a third-party claim in a deceased estate matter may be delayed while we seek information from super funds regarding the account holder’s nomination of beneficiaries.<\/p>\n\n\n\n If the ATO has formal notification of death from Births, Deaths and Marriages, a copy of the death certificate will not be required.<\/p>\n\n\n\n A legal personal representative is an executor or administrator with an Australian grant of probate or letters of administration. You need to provide the death certificate, plus one<\/strong> of the following documents:<\/p>\n\n\n\n We may not be able to disclose information or release super in the absence of probate or letters of administration.<\/p>\n\n\n\n If you are the executor but do not have an Australian grant of probate or letters of administration, you need to provide all<\/strong> of the following:<\/p>\n\n\n\n If you are a family member of the deceased, you need to provide both<\/strong> of the following:<\/p>\n\n\n\n If you are a potential beneficiary, you need to provide:<\/p>\n\n\n\n This includes authorised agents or an intermediary for a temporary resident who is not deceased.<\/p>\n\n\n\n Provide a copy of one<\/strong> of the following documents to prove your authority to act on behalf of the account holder:<\/p>\n\n\n\n Note:<\/strong> Do not send originals and do not use pins or staples<\/p>\n\n\n\n You must provide a copy of one of the following documents listed below to prove your identity, except if you are acting for a public trustee:<\/p>\n\n\n\n Note:<\/strong> Do not send originals and do not use pins or staples.<\/p>\n\n\n\n Copies of Australian identification documents such as a passport, birth certificate and Australian driver\u2019s license do not require certification.<\/p>\n\n\n\n You must have copies of all other original documents certified by an authorised person from the list below.<\/p>\n\n\n\n The authorised person certifying your documents must sight the originals and certify on the copies that each page is a true copy by writing or stamping \u2018certified true copy\u2019, followed by:<\/p>\n\n\n\n In Australia, you can have copies of your documents certified by a:<\/p>\n\n\n\n In Australia, if the original document is not written in English, you must have an approved translation service (for example, the Department of Home Affairs, an appropriate embassy or professional translation service) provide you with an official true and correct written translation of the document. You must then provide a certified copy of the written translation.<\/p>\n\n\n\n If you are outside Australia, you can have copies of your documents certified by staff at an Australian:<\/p>\n\n\n\n If you are outside Australia and none of the above are available to certify a document, we may consider other forms of certification on a case-by-case basis. For more information about certification of documents, see Copies of identity documents for applicants outside Australia<\/a>.<\/p>\n\n\n\n The following people are authorised to certify your identity documents outside Australia:<\/p>\n\n\n\n If you have changed your name, you need to provide proof, for example, a marriage certificate, deed poll or change of name certificate from the Births, Deaths and Marriages Registration Office of an Australian state or territory or equivalent in your country.<\/p>\n\n\n\n Former temporary residents must provide certified copies of documentation to verify a name change if their name has changed from what was listed on their passports or visas.<\/p>\n\n\n\n For information regarding specific alternative identification requirements for third-party applicants, phone the Indigenous Helpline on 13 10 30<\/strong> (8:00 am to 6:00 pm, Monday to Friday, except public holidays).<\/p>\n\n\n\n For more information and other phone services, contact us<\/a>.<\/p>\n\n\n\n If you are eligible to apply for ATO-held super but can’t apply via our online services, complete the paper application and return it to us. This form may take some time for us to process.<\/p>\n\n\n\n Note:<\/strong> Do not send original supporting documentation and do not use pins or staples on a paper form.<\/p>\n\n\n\n Keep a copy of this paper application for your records and send the original, together with copies of your supporting documents to us at:<\/p>\n\n\n\n Australian Taxation Office<\/strong> For more information about ATO-held super:<\/p>\n\n\n\n Ref: ATO<\/p>\n\n\n\n Please contact Wiselink Accountants if you require <\/em>further information<\/p>\n","protected":false},"excerpt":{"rendered":" How to apply for super held by the ATO online or by using the paper application form (NAT 74880). Manage your super onli […]<\/p>\n","protected":false},"author":2,"featured_media":2997,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16,17,98,61,18,19,20,97,1,21],"tags":[66,89,83,70],"class_list":["post-2991","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all-topics","category-business-solutions","category-digital-game","category-english-post","category-business","category-market-research","category-professional-planning","category-registreration","category-uncategorised","category-world-of-business","tag-accountants","tag-australian-tax-office","tag-reimbursements","tag-small-business"],"_links":{"self":[{"href":"https:\/\/wiselinkaccountants.com.au\/zh-hans\/wp-json\/wp\/v2\/posts\/2991","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wiselinkaccountants.com.au\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wiselinkaccountants.com.au\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wiselinkaccountants.com.au\/zh-hans\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/wiselinkaccountants.com.au\/zh-hans\/wp-json\/wp\/v2\/comments?post=2991"}],"version-history":[{"count":1,"href":"https:\/\/wiselinkaccountants.com.au\/zh-hans\/wp-json\/wp\/v2\/posts\/2991\/revisions"}],"predecessor-version":[{"id":2992,"href":"https:\/\/wiselinkaccountants.com.au\/zh-hans\/wp-json\/wp\/v2\/posts\/2991\/revisions\/2992"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wiselinkaccountants.com.au\/zh-hans\/wp-json\/wp\/v2\/media\/2997"}],"wp:attachment":[{"href":"https:\/\/wiselinkaccountants.com.au\/zh-hans\/wp-json\/wp\/v2\/media?parent=2991"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wiselinkaccountants.com.au\/zh-hans\/wp-json\/wp\/v2\/categories?post=2991"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wiselinkaccountants.com.au\/zh-hans\/wp-json\/wp\/v2\/tags?post=2991"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Eligibility criteria<\/h2>\n\n\n\n
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Eligibility \u2013 without documentation<\/h3>\n\n\n\n
65 years old or older<\/h4>\n\n\n\n
Temporary resident<\/h4>\n\n\n\n
Non-member spouse<\/h4>\n\n\n\n
Amounts less than $200<\/h4>\n\n\n\n
Inactive account for 10 consecutive financial years<\/h4>\n\n\n\n
Retired at preservation age with no active eligible super account<\/h4>\n\n\n\n
Eligibility \u2013 with documentation<\/h3>\n\n\n\n
Retiring due to permanent incapacity or invalidity, or disability<\/h4>\n\n\n\n
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Receiving Australian Government income support payments<\/h4>\n\n\n\n
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Withdrawing amounts under $200<\/h4>\n\n\n\n
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55 years old or older and a non-resident<\/h4>\n\n\n\n
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Diagnosed with a terminal medical condition<\/h4>\n\n\n\n
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ATO-held super for temporary residents<\/h3>\n\n\n\n
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ATO-held USM for New Zealand residents<\/h3>\n\n\n\n
Proof of identity or authority for third-party applicants<\/h2>\n\n\n\n
Eligibility and documentation to support third-party claims<\/h3>\n\n\n\n
Account holder is deceased<\/h4>\n\n\n\n
Legal personal representative<\/h5>\n\n\n\n
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Other third parties<\/h5>\n\n\n\n
Executor without an Australian grant<\/h5>\n\n\n\n
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Family member<\/h5>\n\n\n\n
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Potential beneficiary<\/h5>\n\n\n\n
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Other<\/h4>\n\n\n\n
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Proof of identity<\/h3>\n\n\n\n
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Certification of documents<\/h3>\n\n\n\n
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If you’ve changed your name<\/h3>\n\n\n\n
Aboriginal and Torres Strait Islander people<\/h3>\n\n\n\n
Paper application<\/h2>\n\n\n\n
Completing the paper application<\/h3>\n\n\n\n
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How to lodge your application<\/h3>\n\n\n\n
PO Box 3578<\/strong>
ALBURY NSW 2640<\/strong><\/p>\n\n\n\nMore information<\/h2>\n\n\n\n
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