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Forms

For members

Super – Membership Application form (Employer-Sponsored)
Download form
Super – Membership Application form (Self-Employed, Spouse and other members)
Download form
TTR and Retirement Income account – Membership application form
Download form
TTR and Retirement Income account payment variation form (Allocated Pension variation form)
Download form
Change of Member Details form
Download form
Change or Cancel Your Insurance form
Download form
Combine Your Super – Download form or log into your account and combine (or roll-in) your super online
Log into your accountDownload form
Contribution form (Superannuation accounts)
Download form
Employee Choice of Fund form
Download form
Family Law Superannuation Kit
Download form
Find Lost Super Form – Log into your account online to find lost super
Log into your account
Inactive low-balance super accounts – ATO declaration form
Download form
Insurance Cover application form
Download form
Insurance Opt-in form (for new members who joined the Fund after 1 April 2020). Use the online form or download the PDF form.
Online insurance opt in form Download form
Investment Choice form (Superannuation accounts)
Download form
Investment Choice form (TTR and Retirement Income accounts)
Download form
Nomination of Beneficiary form (Superannuation members)
Download form
Nomination of Beneficiary form (TTR and Retirement Income account members)
Download form
Tax File Number (TFN) Notification form
Download form
Third Party Authority forms
Download form
Transfer Insurance Cover application form
Download form
Transfer Retirement Income account (Allocated Pension) to Superannuation account form
Download form
Financial Hardship form
Download form

Financial Advice

Authority to deduct Financial Advice fee – ongoing advice
Download
Adviser Service fee one-off consent form
Download
Adviser Service fee fixed term consent form
Download

For Employers

Employer Guide
Employer Guide
ATO Standard Choice Form
ATO website
Employer Contact Form
Employer Contact Form
Understanding Payday Super
Understanding Payday Super
Payday Super FAQs
Payday Super FAQs