Forms
| My Product Disclosure Statements | ||
|---|---|---|
| Click here to see all | ||
| 1. Forms to help me appoint a beneficiary for my super | ||
|---|---|---|
| A. Binding Death Benefit Nomination | 114.8 KB | |
| B. Non-Binding Death Benefit Nomination | PDF eForm | 96.7 KB |
| C. Non-lapsing Death Benefit Nomination Form | 102.3 KB | |
| D. Reversionary Beneficiary Nomination Form | 88.3 KB | |
| 2. Forms to help me contribute to my super | ||
|---|---|---|
| A. Transfer your Super | PDF eForm | 104.3 KB |
| B. Lump Sum Contribution Payment | PDF eForm | 85.9 KB |
| C. Member Direct Debit Request | PDF eForm | 89.5 KB |
| D. Spouse Contribution Advice | PDF eForm | 86.2 KB |
| E. Contribution Splitting Request | 101.6 KB | |
| F. Deduction for Personal Super Contributions | 244.7 KB | |
| G. Pay My Super Into Energy Super | 100.2 KB | |
| H. Letter of Compliance | 54.2 KB | |
| 3. Forms to help me provide information to Energy Super | ||
|---|---|---|
| A. Proof of Identity | 85.2 KB | |
| B. Tax File Number (TFN) Notification | PDF eForm | 95.5 KB |
| C. Account Linking Request | PDF eForm | 76.1 KB |
| D. Authority to Release Information | PDF eForm | 75.0 KB |
| E. Retirement Declaration | PDF eForm | 80.8 KB |
| F. Change of Personal Details Form | PDF eForm | 86.4 KB |
| G. Work Test Declaration Form | PDF eForm | 53.8 KB |
| 4. Forms to help me change my investments and insurance | ||
|---|---|---|
| A. Change of Investment Choice – Super | PDF eForm | 82.8 KB |
| B. Change of Investment Choice – Income Stream | 73.9 KB | |
| C. Change of Insurance | 193.1 KB | |
| D. Change of Insurance (Corporate & 30, 60, 90 day wait) | 171.3 KB | |
| E. Change of Insurance (For Pension members) | 124.7 KB | |
| F. Personal Statement | 590.1 KB | |
| G. Insurance Transfer | 106.5 KB | |
| 5. Forms to help me withdraw from my super | ||
|---|---|---|
| A. Benefit Payment Request (Partial Withdrawal) | 147.3 KB | |
| B. Benefit Payment Request (Severe Financial Hardship) | 133.1 KB | |
| C. Benefit Payment Request (Account Closure) | 129.5 KB | |
| D. Pension Payment Variation | 82.9 KB | |
| E. LifetimePlus Withdrawal | 74.9 KB | |
| 6. Forms to help me make employer contributions | ||
|---|---|---|
| A. Letter of Compliance | 54.2 KB | |
| B. Employer Application | 92.5 KB | |
| C. Standard Choice Form | 95.3 KB | |
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