Forms & documents

Employers Calculators Help centre Fair Go Financial planning Home loans

Retirement Scheme forms

Leaving Your Employer?

If you are leaving or intending to leave your employer, there are a number of important issues you need to consider regarding your superannuation arrangements.

Call Member Services
on 1300 369 901

As part of the services provided by your superannuation scheme, Member Services can help you:

  • Understand options available to you and maximise your benefits.
  • Obtain an estimate of your entitlement.
  • Complete your application, thereby avoiding delays due to missing or incorrect data.

    Each member's situation is unique and will require individual attention:

  • Where required, we can assign you a Case Manager to help manage your application and provide a single contact person throughout the whole process.
  • We can also arrange for you to meet with a Financial Planner to provide specific advice covering your superannuation, investment, tax, insurance and other financial arrangements.

  •  Application for Additional Benefit Cover

     Application for Information Under the Family Law Act

     Application for Membership – Spouse
    (please go to the PDS section or contact Member Services on 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 – Invalidity
         (This form is only available through Member Services, please phone 1300 369 901)

     Binding Nomination (to be reviewed/updated every 3 years)

     Change of Membership Details

     Changing Contribution Rate

     Changing Investment Strategy

     Member Contributions - Payroll Deduction Form (Bank Details)

     Notification of Tax File Number

     Optional Contribution (Bank Details)

     Privacy Statement

     Scheme Exit - Resignation/Dismissal/Discharge
         (This form is only available through Member Services, please phone 1300 369 901)

     Scheme Exit - Retrenchment
         (This form is only available through Member Services, please phone 1300 369 901)

     Scheme Exit - Retirement
         (This form is only available through Member Services, please phone 1300 369 901)

     Statutory Declaration (Permanent Retirement)

     Statutory Declaration (Financial Hardship)

     Statutory Declaration (Financial Hardship - Reduction in Contribution Rate)

     Transfer-in Authority

     Transfer of Contributory Membership

    <<  Return to forms menu.