Our pension reset documentation facilitates the commutation of existing Transition to Retirement Income Stream (TRIS) or Account Based Pensions (ABP) back to the accumulation account prior to a new pension being commenced. This documentation is typically used where a member has multiple pension accounts and wishes to consolidate their accounts into the one pension account or, when the member wishes to revoke or advise a Reversionary Pension Nomination. Consideration should be given to the tax components found within each pension prior to initiating the commutation/rollback to the accumulation phase.
Feel free to contact our office at 1800 799 666 if you wish to discuss prior to ordering.
We offer this service using our standard PDF forms.
Please complete, scan and email the form to our office.