Read more about the benefits of consolidating super.

*Note: updated versions of the following forms will be available shortly.

• Request to transfer my super balance and insurance cover (complete both Part A and Part B of this form)

• Request to transfer my super balance (complete Part A of this form or you can make this request over the phone)

Read more about topping up your super with extra contributions or getting your employer to contribute.

• Employer contributions (other than Commonwealth Bank Group)

• Salary sacrifice

• Contribute by BPAY

• Contribute by direct credit

• Additional investment (for contributions by cheque)

• Direct Debit Request

• Spouse contribution splitting

• Contribution work test declaration (age 65) – if you’re aged 65 or over, you must complete this form, declaring that you meet the work test rules in order to contribute to your super

• Notice of intent to claim a tax deduction – you must complete this form if you are eligible and wish to claim tax deduction in relation to a personal after-tax contribution

Read more about investments

• Switch investment options via your account online

• Investment selection or switch

Read more about insurance

*Note: updated versions of the following forms will be available shortly.

• Insurance application – for new or increased cover

• Request to transfer my super balance and insurance cover (both Parts A and B) – find out more about transfer of cover

• Life events insurance cover option – find out more about life events cover
  

• Decrease or cancel insurance cover (or you can cancel cover by calling us)

Read more about beneficiaries

• Non-lapsing death benefit nomination – nominate, change or revoke a nomination (or upgrade an older preferred beneficiary or binding death nomination)

Read more about Accumulate Plus or read the Member Guide/PDS

• Application for Accumulate Plus account – if you're a current Group employee, an application is only required in limited circumstances

• Application for Retirement Access account – read more about Retirement Access

• Change of details

• Request online access to your account

• Request to opt out of/into NetBank – read more about this NetBank feature

• Tax file number notification

• Request to pay advice fee – to request a payment from your account to your financial adviser (find out more)
  

• Identification and verification – if you joined the fund on or after 12 December 2007, this form must be completed before we can pay any benefits to you in cash

• KiwiSaver transfer request – to transfer your account balance to a KiwiSaver account if you are moving permanently to New Zealand

• Family Law request for information – to request information about an account in the fund for family law purposes (find out more about family law)

• Partial withdrawal request
  

• Full withdrawal request (close account)

• Withdrawal form for temporary residents
  

Read more about Retirement Access or read the Member Guide/PDS

• Application for Retirement Access account – for account-based and transition to retirement pensions
  

• Change of details – including personal details, payment amount or frequency, bank account details

• Tax file number declaration – notify us of any entitlement to a tax offset or tax-free threshold, which may reduce the amount of tax we withhold from your pension payments

• Condition of release declaration - for Retirement Access Transition to Retirement Income Stream (TRIS) members to notify us of meeting a condition of release to convert their account to the rules of an Account-Based Pension
  

Read more about investments

• Investment selection or switch

Read more about beneficiaries

• Non-lapsing death benefit nomination – nominate, change or revoke a nomination (or upgrade an older preferred beneficiary or binding death nomination)

• Request to opt out of/into NetBank – read more about this NetBank feature

• Request to pay advice fee – to request a payment from your account to your financial adviser (find out more)
  

• Family Law request for information – to request information about an account in the fund for family law purposes (find out more about family law)

• Full withdrawal request (close account)

• Change contribution rate – Divisions B, C or E

• Change contribution rate – Divisions CB-CO

• If you'd like to contribute more than any maximum allowed for your defined benefit division, you may want to considering opening an Accumulate Plus account.

• If you have employers other than Commonwealth Bank Group, you may want to consider opening an Accumulate Plus account and asking your employer to contribute

Read more about investments

• Switch investment options via your account online

• Investment selection

Read more about beneficiaries

• Preferred beneficiary nomination – Division C

• Preferred beneficiary nomination – Division CB, CC or CE

• Preferred beneficiary nomination – Division CD

• Preferred beneficiary nomination – Division CH

• Preferred beneficiary nomination – Division CK
  

• Preferred beneficiary nomination – Division CM

• Preferred beneficiary nomination – Division CN

• Preferred beneficiary nomination – Division CO

Note: The rules for Divisions B, D, E and CF determine who can receive a benefit – you cannot nominate a beneficiary for these divisions. Read more about these rules in your Member Booklet.

• Request to transfer-in (defined benefits) – conditions apply

• Change of details

• Tax file number notification

• Family Law request for information – to request information about an account in the fund for family law purposes (find out more about family law)

• Change of details