How can I roll in super from other funds?

To roll your super from other funds into your GESB account, select 'roll in other super' on the drop down menu in Member Online.

Roll in other super tab

This image shows the location of the ‘Roll in other super’ tab in the menu bar in Member Online, which is the fifth tab from the left.

Click the 'roll in other super' button.

If we don't have a valid tax file number (TFN) for you, we'll need you to give it to us first. You can do this by clicking the 'add your TFN' button and following the prompts.

Add your tax file number

This image shows the ‘Roll in other super’ page in Member Online, using a sample member’s account named ‘Sally Sample’. This page explains that the online super roll in form cannot be shown as we do not have your tax file number (TFN). It directs you to the ‘Add you TFN’ button highlighted to add your tax file number.

Once you have added your tax file number you can roll in other super

This image shows the ‘Roll in other super’ page in Member Online, highlighting the ‘Roll in other super’ button that you need to select to roll in other super into your GESB Super or West State Super account online.

Step 1:  find the super fund

First you need to find the super fund you are rolling into your GESB account. Type the name, or part of the name, of the super fund in the search box and click 'search'.

Please note, you can also search using the ABN number of your other super fund.

Search for your other fund

This image shows the ‘Step 1: Find your super’ page in Member Online, as part of the ‘Roll in other super’ process. Here you can enter the name of your other super fund in the search field and then select the ‘Search’ link.

If you're transferring funds from a Self-Managed Super Fund, please download and complete a 'Rollover Benefits Statement' from the ATO. Send this form to us at:
GESB
PO Box J 755
Perth WA 6842

Then scroll down and find your fund in the list. Click your fund name to select it.

Select your other fund

This image shows the ‘Step 1: Find your super’ page in Member Online, as part of the ‘Roll in other super’ process. This page shows a list of funds that appears after you have searched for your other super fund, showing the location of the super fund entered in the search field.

Scroll down. You can see that your fund details are prefilled for you.

Next, type in your account or member number for that fund. You may be able to find this on statements or letters from the fund.

Then, select the amount you want to transfer into your GESB account. You can choose to roll over the whole balance (this is the default option, already selected for you) or a partial amount. If you select partial amount you need to fill in the amount you want to roll over in dollars.

Then, click 'continue' at the bottom.

Enter your member number, select your transfer amount and click 'continue'

This image shows the ‘Step 1: Find your super’ page in Member Online, as part of the ‘Roll in other super’ process. This page shows where to enter your member number from your other fund, select your transfer amount (either whole balance or partial amount) and click the ‘Continue’ button.

If you select partial amount you need to fill in the amount you want to roll over in dollars

This image shows part of the ‘Step 1: Find your super’ page in Member Online, as part of the ‘Roll in other super’ process. This page shows the transfer amount section where you can select your transfer amount (either whole balance or partial amount). If you select partial amount, you need to fill in the amount you want to roll over in dollars.

Step 2: check the summary table

Check the summary of the roll over to make sure it is correct.

If you want to roll over money from more than one fund, click the 'transfer from another account' link. This will take you to Step 1, to add another fund.

If you're happy with the roll over information, read and tick the 'member declaration'.

Then, click 'submit'.

Check and confirm your roll in request

This image shows the ‘Step 2: Submit your roll-in’ page in Member Online, as part of the ‘Roll in other super’ process. Here you can check the details you have provided, tick to confirm you have read and understood the member declaration section and select the ‘Submit’ button to confirm your roll in request.

Step 3: your confirmation

Your rollover request is complete and has been submitted.

Your roll in is confirmed

This image shows the ‘Step 3: Your confirmation’ page in Member Online, as part of the ‘Roll in other super’ process. This page confirms that your roll in request will be actioned on your behalf. From this page you can click the link to go ‘Back to homepage’.

You can go back to the 'roll in other super' page to see your current roll in requests. They are listed in a table. The request status column tells you where the request is at a particular time during the process.

Your current roll in requests

This image shows the ‘Roll in other super’ page in Member Online, highlighting the ‘Your current roll in requests’ section at the bottom of the page. This section shows an example of a current roll in request.

Page last updated 27 August 2020

Thank you for printing this page. Remember to come back to gesb.wa.gov.au for the latest information as our content is updated regularly. This information is correct as at 01 October 2020.