Guide to super forms
What is Required for Proof of Identity & Date of Birth?
To be able to process certain transactions (e.g. request to transfer funds, requests for payment etc), the law requires that we MUST be reasonably satisfied that we have identified you (i.e. you are the person you claim to be) and that we have verified your date of birth.
Please click here for details regarding what documentation is required.
This guide has been developed to explain the various Forms used by the Energy Industries Superannuation Scheme and the situations where you may need to use them.
A copy of each of the Forms outlined in this Guide has been included on this website for you to print as required. You will need Acrobat Reader to view and print the forms. If you do not have Acrobat Reader, click the button below to install it.
If you have any questions in relation to these forms, or any superannuation matter, please contact Member Services on 1300 369 901.
Rollover Plan and Account-Based Pension Plan