Member forms

Pension members click here to access your forms

Forms for super members

Rollover 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 Rollover your super into Sunsuper [PDF 457KB] To rollover your super from other accounts in to your Sunsuper account.

Choose Sunsuper for your super payments

Nominating a beneficiary

Learn more about nominating a beneficiary.

	Preferred beneficiary nomination (change of details form) [PDF 237KB] To make a preferred death benefit nomination, complete the change of details form.
	Binding death benefit nomination form [PDF 116KB] To make, change or cancel a binding death benefit nomination.

Change of details

	Change of details form     [PDF 237KB]  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 105KB] For regular voluntary contributions by direct debit from your bank account.
	Spouse contribution advice form[PDF 96KB] To make a contribution for your spouse.
	Direct voluntary contribution form [PDF 137KB] For one off voluntary contributions.
	Contribution splitting advice form [PDF 151KB] For splitting contributions between you and your partner.
	Work test employment declaration [PDF 82KB] 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 Solutions member and refer to the SolutionsGuide 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 81KB] To increase your standard cover if you've joined in the last 120 days.
	White Collar cover form [PDF 121KB] To double the amount of cover you have at no extra cost, if eligible.
	Life and Age Event insurance options [PDF 73KB] 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 153KB] 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 88KB] To transfer your Income Protection cover from your Sunsuper Corporate account to your Sunsuper Solutions account.

Claim a tax deduction

	Notice of intent to claim a tax deduction (contributions made after 1 July 2007)  [PDF 117KB]  To let us know of your intent to claim a tax deduction on contributions made after 1 July 2007.
	Notice of intent to claim a tax deduction (contributions made before 1 July 2007) [PDF 97KB] To let us know of your intent to claim a tax deduction on contributions made before 1 July 2007.

Pension forms

	Pension change of details form [PDF 109KB] To update your address or beneficiary details, to advise us of a name change or change your pension payment details.
	Pension withdrawal form [PDF 94KB] To make a one off withdrawal from your pension.
	Pension top up form [PDF 96KB] To add extra money to your pension.
	Pension investment choice form [PDF 144KB] To make or change your investment options.
	Temporary relief for 2011/2012 pension payments form [PDF 54KB] To reduce your minimum payment amount for the 2011-12 year by 25%.