Start or manage a pension account

Set up an Income account

• Use Adviser Online to set up a Retirement or Transition to Retirement Income account Ask your client to activate account in Member Online

Investment choice

• Use Adviser Online to make an investment choice for your client Or have your client log into Member Online

Restart/Top-up your Income account

• Use Adviser Online to add extra money to the income account of your client Ask your client to restart or top-up Income account in Member Online

Binding death benefit nomination

Use this form to make, change or cancel a binding death benefit nomination.

Income account withdrawal request

Use this form to request additional income payments or lump sum withdrawals from your Income account

Change of details

To update your address or beneficiary details, advise us of a name change, your Tax File Number, or get access to Member Online.

• Use Member Online to change your details

Authority to access member information

A third party authority form to access your client’s Sunsuper information.

Pension product information

• Find out more about Income accounts Check out the PDSs and guides

Upload a form via Contact us

• Upload a form via Contact us

Submitting forms to us

• Check out which forms we are unable to receive electronically