Executive Scheme 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.
Application for Contribution Splitting
Application for Information Under the Family Law Act
Application for Membership
(please go to the PDS section or contact Member Services on 1300 369 901)
Application for Membership - Spouse
(please go to the PDS section or contact Member Services on 1300 369 901)
Application for Payment – Invalidity
(This form is only available through Member Services, please phone 1300 369 901)
Application for payment – Death
(This form is only available through Member Services, please phone 1300 369 901)
Application for Payment – Early release
(This form is only available through Member Services, please phone 1300 369 901)
Application for Payment – While Still Employed
(This form is only available through Member Services, please phone 1300 369 901)
Application for Payment – Scheme Exit
(This form is only available through Member Services, please phone 1300 369 901)
Binding Nomination (to be reviewed/updated every 3 years)
Election to Transfer/Defer Accrued Benefits
Member Contributions - Payroll Deduction Form (Bank Details)
Notification of Tax File Number
Optional Contribution (Bank Details)
Statutory Declaration (Financial Hardship)