Helpdesk
Commentaries
Superannuation forms
Join:
- Investment statement & membership form: individual - to set up a superannuation scheme as an individual member
- Investment statement & membership form: employee - to set up a superannuation scheme as an employee member where all savings and insurances are voluntary i.e. there is no employer subsidy
- Investment statement & spouse membership form – insurance & savings - use this form to set up a spouse/partner for savings and/or insurance
- Direct debit form - to set up a direct debit payment to your SuperLife accounts
Add/change:
- Add savings benefits - use this form to start saving if you are an Individual Member of SuperLife and already belong to SuperLife for Insurances
- Change savings contributions - use this form to change your current monthly savings amount if you are an Individual Member
- Change investment strategy - use this form to change your investment strategy for your existing and/or your future savings
- Switch investments - use this form to switch some or all of your existing savings between different investment pools
- Deposit or save a lump sum - use this form to save a lump sum if you already belong to SuperLife for savings
Update:
- Update personal details, beneficiaries and bank account details
- Beneficiary details - use this to list the beneficiaries who will receive the benefits if you die
- Bank account details - advise SuperLife of the bank account applicable for the payment of your benefits
Inform:
- Continuing SuperLife - use this form to continue your membership when you change jobs if you joined through your employer
- Cancel membership - use this form to stop your life, disability or medical insurance benefits, or to stop your savings contributions
- PIR tax rate nomination - use this form to advise SuperLife of your PIR rate
Benefit request:
- Withdrawal payment request - use this form to request a payment of money from your superannuation (if you are a Member through your employer, payments will be made only if the rules of your employer's arrangements permit it)
- Managed income request - use this form to request a managed income benefit from your SuperLife savings accounts
Stop:
- Stop savings contributions - use this form to stop your current savings contributions
>> All forms