Member forms

Income account holders click here to access your forms

Forms for super members

Combine your super into Sunsuper

Learn more about combining your super.

Use our rollover tool to start transfering super from another fund into your Sunsuper account. It's simple and takes only 5 to 10 minutes!

You need to be a Sunsuper member to rollover your super into Sunsuper. If you're not already a member, join online in 5 to 10 minutes.

Use our rollover tool OR Combine your super into Sunsuper [PDF 194KB] To rollover your super from other accounts in to your Sunsuper account.

Choose Sunsuper for your super payments

Selecting Sunsuper [PDF 143KB] To choose Sunsuper for your super payments - includes complying fund statement.

Nominating a beneficiary

Learn more about nominating a beneficiary.

	Preferred beneficiary nomination (change of details form) [PDF 420KB] To make a preferred death benefit nomination, complete the change of details form.
	Binding death benefit nomination form [PDF 225KB] To make, change or cancel a binding death benefit nomination.

Change of details

Change of details form [PDF 420KB] To update your address or beneficiary details, to advise us of a name change or your Tax File Number, or to get Member Online access.

Contributions

Learn more about super contributions.

	Direct debit form [PDF 174KB] For regular voluntary contributions by direct debit from your bank account.
	Spouse contribution advice form [PDF 188KB] To make a contribution for your spouse.
	Voluntary contribution form [PDF 151KB] For one off voluntary contributions.
	Contribution splitting advice form [PDF 151KB] For splitting contributions between you and your partner.
	Work test employment declaration [PDF 93KB] For making voluntary contributions if you are between the ages of 65 and 74.

Roll your super out of Sunsuper

Transfer to another super fund To find out about transferring your super to another fund.

Accessing your super

	Benefit payment To make a retirement or unrestricted super claim (for citizens or permanent residents of Australia or citizens of New Zealand only).
	Temporary residents For temporary residents to find out about accessing super.
	Severe financial hardship or compassionate grounds To find out about applying for early access to your super.

Insurance

You need to be a Sunsuper for life member and refer to the Sunsuper for life Guide and Product Disclosure Statement before completing these forms.

If you are a member of a Sunsuper Corporate plan, note that your corporate plan may have specific insurance arrangements, so please contact us for the appropriate insurance forms.

	Tailored Insurance application form To apply for Tailored Insurance cover.
	New Member Options form [PDF 113KB] To increase your standard cover if you've joined in the last 120 days.
	White Collar cover form [PDF 151KB] To double the amount of cover you have at no extra cost, if eligible.
	Life and Age Event insurance options [PDF 89KB] To increase your Death and Total and Permanent Disability (TPD) cover when your life changes.
	Insurance variation form [PDF 84KB] To reduce or cancel your existing insurance cover.
	Transfer of insurance cover [PDF 88KB] To transfer your current insurance cover to Sunsuper.
	Occupational rating form [PDF 71KB] To have your occupation re-rated.
	Income Protection transfer application form [PDF 117KB] To transfer your Income Protection cover from your Sunsuper Corporate account to your Sunsuper for life account.

Claim a tax deduction

Notice of intent to claim a tax deduction (contributions made after 1 July 2007) To let us know of your intent to claim a tax deduction on contributions made after 1 July 2007.

Income account forms

	Change of details form [PDF 420KB] To update your address or beneficiary details, to advise us of a name change or change your pension payment details.
	Income account withdrawal request form [PDF 239KB] To make a one off withdrawal from your pension.
	Income account top up form [PDF 191KB] To add extra money to your pension.
	Temporary relief for 2012/2013 pension payments form [PDF 100KB] To reduce your minimum payment amount for the 2012-13 year by 25%.