Join:
- Product disclosure statement & membership form: individual - to set up a superannuation scheme as an individual member
- Product disclosure statement & membership form: employee - to set up a superannuation scheme as an employee member
- Direct debit form - to set up a direct debit payment to your SuperLife accounts
- Proof of identity leaflet - this sets out what we need from you as proof of identity and/or address.
- Electronic identity and address verification - approved for SuperLife to do AML verification electronically.
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
- Add savings benefits - employee - use this form to start saving if you already belong to SuperLife through your employer
- 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
- Proof of identity leaflet - this sets out what we need from you as proof of identity and/or address.
- Electronic identity and address verification - approved for SuperLife to do AML verification electronically.
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
- 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
- Proof of identity leaflet - this sets out what we need from you as proof of identity and/or address.
- Electronic identity and address verification - approved for SuperLife to do AML verification electronically.
Stop:
- Stop savings contributions - use this form to stop your current savings contributions
>> All forms
