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 | 164.9 KB | |
| B. Non-Binding Death Benefit Nomination | PDF eForm | 153.9 KB |
| C. Non-lapsing Death Benefit Nomination Form | 163.5 KB | |
| D. Reversionary Beneficiary Nomination Form | 142.2 KB | |
| 2. Forms to help me contribute to my super | ||
|---|---|---|
| A. Transfer your Super | PDF eForm | 151.0 KB |
| B. Pay My Super Into Energy Super | 142.4 KB | |
| C. Letter of Compliance (Complying fund letter for your employer) | 93.2 KB | |
| D. Lump Sum Contribution Payment | PDF eForm | 131.3 KB |
| E. Member Direct Debit Request | PDF eForm | 146.8 KB |
| F. Spouse Contribution Advice | PDF eForm | 135.9 KB |
| G. Contribution Splitting Request | 193.0 KB | |
| H. Deduction for Personal Super Contributions | 283.4 KB | |
| 3. Forms to help me provide information to Energy Super | ||
|---|---|---|
| A. Proof of Identity | 154.1 KB | |
| B. Tax File Number (TFN) Notification | PDF eForm | 143.8 KB |
| C. Account Linking Request | PDF eForm | 134.7 KB |
| D. Authority to Release/Revoke Information | 199.2 KB | |
| E. Retirement Declaration | PDF eForm | 133.5 KB |
| F. Change of Personal Details Form | PDF eForm | 158.4 KB |
| G. Work Test Declaration Form | PDF eForm | 107.5 KB |
| 4. Forms to help me change my investments and insurance | ||
|---|---|---|
| A. Change of Investment Choice – Super | 132.2 KB | |
| B. Change of Investment Choice – Income Stream | 120.2 KB | |
| C. Change of Insurance | 243.0 KB | |
| D. Change of Insurance (Corporate & 30, 60, 90 day wait) | 219.1 KB | |
| E. Change of Insurance (For Pension members) | 200.0 KB | |
| F. Personal Statement | 1.2 MB | |
| G. Insurance Transfer | 198.8 KB | |
| 5. Forms to help me withdraw from my super | ||
|---|---|---|
| A. Benefit Payment Request (Partial Withdrawal) | 207.4 KB | |
| B. Benefit Payment Request (Severe Financial Hardship) | 276.3 KB | |
| C. Benefit Payment Request (Account Closure) | 212.1 KB | |
| D. Pension Payment Variation | 141.6 KB | |
© COPYRIGHT 2018 ENERGY SUPER
