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Forms

For members

Super – Membership Application form (Employer-Sponsored)
Download Membership application (Employer-sponsored) form
Super – Membership Application form (Self-Employed, Spouse and other members)
Download Membership application (Self-employed, spouse and other members) form
TTR and Retirement Income account – Membership application form
Download TTR / Retirement Income account application form
TTR and Retirement Income account payment variation form (Allocated Pension variation form)
Download TTR / Retirement Income account payment variation form
Change of Member Details form
Download Change of Member Details form
Change or Cancel Your Insurance form
Download Change or Cancel your Insurance 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 Contribution form
Employee Choice of Fund form
Download Employee Choice of Fund form
ATO – Notice of Intent form (use to claim a tax deduction for an after-tax contribution)
ATO – Notice of Intent form
Benefit payment (if you meet a condition of release, use this form to access your super)
Download Benefit Payment form
Family Law Superannuation Kit
Download Family Law Superannuation Kit
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 ATO declaration form
Insurance Cover application form
Download Insurance Cover application 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 Investment Choice (superannuation) form
Investment Choice form (TTR and Retirement Income accounts)
Download Investment Choice (TTR / Retirement Income account) form
Nomination of Beneficiary form (Superannuation members)
Download Nomination of Beneficiary (superannuation) form
Nomination of Beneficiary form (TTR and Retirement Income account members)
Download Nomination of Beneficiary (TTR / Retirement Income account) form
Tax File Number (TFN) Notification form
Download Tax File Number notification form
Third Party Authority forms
Download Third Party Authority form
Transfer Insurance Cover application form
Download Transfer Insurance Cover application form
Transfer Retirement Income account (Allocated Pension) to Superannuation account form
Download Transfer Retirement Income account to superannuation account form
Financial Hardship form
Download Financial Hardship 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
Employer Contribution Refund Request Form
Employer Contribution Refund Request form
Understanding Payday Super
Understanding Payday super
Payday Super FAQs
Payday Super FAQs