Here are all the forms you need to help you manage your super.
If you're an employer, please go to Employer forms.
forms
GENERAL FORMS
Binding death benefit nomination
Use this form to nominate who you would like your benefit to be paid to in the event of your death. Nomination of a beneficiary is optional.
Change of membership details
Use this form to change your membership details. For changes that don’t require certified documentation, such as contact details, you can update your details through Member Online.
Confirmation of existing binding death benefit nomination
Use this form to confirm an existing binding death benefit nomination.
Notification of tax file number
Provide us with your TFN to keep your contributions as tax-friendly as possible.
Proof of identity
Providing proof of identity is necessary when applying for a payment, or may be requested from you when rolling money over between super funds.
Optional post-tax contribution
Use this form to make a one-off post-tax superannuation contribution via cheque.
If you don’t like filling out forms, you can make contributions through BPAY® or EFT. For BPAY® and EFT details, log into Member Online.
Registered Professional Third Party Authority Form
Please use this form if you’d like to authorise a legal practitioner, financial planner or accountant to review your account.
Standard Third Party Authority Form
Please use this form if you’d like to authorise a third party, such as a family member, to review your account.
Member contributions payroll deduction
Members wishing to make additional contributions to their super from their pay should complete this form and submit it to their employer and not to Active Super.
Accumulation Scheme
Application for membership for non-local government employees
Please fill in this application if you wish to join the Active Super Accumulation Scheme.
Standard choice form
Use this form to nominate Active Super as your super fund of choice and have all future super contributions made to your Active Super account.
Voluntary insurance cover
Use this form to apply for or alter your voluntary insurance cover.
Life Events application form
Use this form if you wish to increase your existing Death cover, Total and Permanent Disability cover, or Salary Continuance Insurance cover upon the occurrence of a significant Life Event.
Opt in to insurance cover
Use this form if you want to opt in to keep your insurance cover.
Reduce or cancel insurance cover
Use this form to reduce or cancel your insurance cover.
Insurance transfer form
Use this form to transfer your existing Death and/or Total and Permanent Disablement or Salary Continuance insurance cover to your Active Super Accumulation Scheme account.
Changing investment option(s)
Use this form to change your existing investment options or to nominate investment options for the first time.
Application for contribution splitting
Use this form to split your concessional (pre-tax) contributions with your spouse.
Application for information under the Family Law Act
Use this form to apply for information under the Family Law Act.
Application for membership for local government employees
Please fill in this application if you wish to join the Active Super Accumulation Scheme.
Application to remove five-year pre-existing condition exclusion
For further information on removing the Five-year Pre-existing Condition Exclusion, please contact Member Care on 1300 547 873.
Application for occupational classification change
Complete this form if you currently hold Voluntary Insurance Cover with Active Super and want to change your Occupational Classification due to a change of duties and/or income since your previous application for Voluntary Insurance Cover.
Transfer-in authority
If you’d like to transfer funds from a previous super fund into your Active Super Accumulation Scheme account, this is the form to use.
Account-Based Pension Plan
Changing investment and pension drawdown options
Use this form to change your existing investment options or pension drawdown options.
Application for Information Under the Family Law Act
Use this form to apply for information under the Family Law Act.
Application for membership
Use this form to join the Active Super Account-Based Pension Plan.
RETIREMENT SCHEME
Application for additional benefit cover
Use this form to apply for additional benefit cover.
Changing investment option(s)
Use this form to change your existing investment options or to nominate investment options for the first time.
Transfer of contributory membership
Use this form to transfer membership to the Active Super Retirement Scheme.
Use this form if you were a contributing member of the State Authorities Superannuation Scheme (SASS); and have transferred in employment to a Local Government employer; and commenced employment with your Local Government employer within three (3) months of terminating employment with your SASS employer; and have not applied for payment, or rollover, of any part of your SASS benefits (including the Basic Benefit).
Application for information under the Family Law Act
Use this form to apply for information under the Family Law Act.
Transfer-in authority
If you’d like to transfer funds from a previous super fund into your Active Super Retirement Scheme account, this is the form to use.
Election to reduce contribution rate due to financial hardship
Use this form if you’d like to reduce your contribution rate on the grounds of financial hardship.
DEFINED BENEFIT SCHEME
Binding death benefit nomination
Use this form to nominate who you would like your benefit to be paid to in the event of your death. Nomination of a beneficiary is optional.
Transfer of contributory membership
Use this form to transfer membership to the Active Super Defined Benefit Scheme.
Application for information under the Family Law Act
Use this form to apply for information under the Family Law Act.
Transfer-in authority
If you’d like to transfer funds from a previous super fund into your Active Super Defined-Benefit Scheme account, this is the form to use.
Non-Active Super forms
Notice of intent to claim or vary a deduction for personal super contributions
You may be able to claim a tax deduction for your personal super contributions. When you complete your tax return, the deduction reduces your taxable income and the amount of tax you need to pay.
You will need to notify us of your intention to claim a tax deduction by completing the Notice of intent to claim or vary a deduction for personal super contributions form.
For more detailed information, see how to make a claim on the ATO website.
can't find what you were looking for?
Email us 24/7 at hello@activesuper.com.au, use the webchat window below or call us on 1300 547 873 weekdays between 8.30am and 6.00pm. We’re here to help.
