Read more about the benefits of consolidating super.

• 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 only Part A of this form; or you can call us to make this request over the phone)

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

• Superannuation (super) standard choice form - for contributions from employers other than Commonwealth Bank Group.

• Salary sacrifice

• Additional investment (for contributions by cheque)

• 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. 

Additional ATO forms may be required for some types of contributions – the following links take you to the ATO website: 

• 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

• Downsizer contribution to super – you must provide this additional form to us either with your contribution or before your contribution; this form is not valid if the contribution has already been made

• Capital gains tax cap election – you must provide this additional form to us either with your contribution or before your contribution; this form is not valid if the contribution has already been made

• Contributions for personal injury – you must provide this additional form to us either with your contribution or before your contribution; this form is not valid if the contribution has already been made

Read more about investments.

• Switch investment options via your account online

• Investment selection or switch

Read more about insurance cover.

• Insurance application – for new or increased Death, TPD and/or Salary Continuance. Please ensure you also complete this Supplementary Personal Statement and return it with your completed insurance application

• Request to transfer my super balance and insurance cover from another fund (you must complete both Parts A and B of this form) – find out more about transfer of cover

• Request to transfer insurance cover from an eligible AIA (or former CMLA) policy – for Death, TPD and/or Salary Continuance

• Request to transfer insurance cover from CBA Employee Income Protection

• 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)

• Election to keep insurance cover in an inactive account

• Request to reinstate insurance cover (inactive account) – applies only where cover was automatically cancelled under insurance in super laws for inactive account (time limits apply)
   
• COVID-19 questionnaire

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)

*Before completing an application form, please ensure you've read the Member Guide (Product Disclosure Statement) and Reference Guides for Accumulate Plus.

• Application for Accumulate Plus spouse account - applies if you're applying to open a spouse account in our fund, as the legal or de facto spouse of a current fund member 
  

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

• Change of details

• 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 – 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
  

*Before completing an application form, please ensure you've read the Member Guide (Product Disclosure Statement) for Retirement Access.

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

• Identification & verification - we can't pay any benefits to you in cash, including pension payments, without this information

• Tax file number declaration - if you're under age 60, you should also complete this form to ensure the correct PAYG withholding tax is deducted from your pension

• 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)

• Opt in to reduced minimum pension for 2021-2022

• 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)

• Partial withdrawal request

• 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