Member Forms: Withdrawals & Beneficiaries

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• Member Forms
  

  Application to increase insurance cover - life events form

  Increase your cover without underwriting when you experience a significant life event.

  Download File size: (126 KB)

  

  Application to transfer insurance cover

  Transfer insurance cover held with another fund to Prime Super.

  Download File size: (128 KB)

  

  ATO Deductions for personal super contributions

  Claim a tax deduction for personal super contributions.

  Download File size: (187 KB)

  

  Authority to obtain super fund information

  Authorise Prime Super to provide your member account information to your nominee (eg under a Power of Attorney, accountant, financial planner).

  Download File size: (106 KB)

  

  Beneficiary nomination

  Nominate the beneficiaries you wish to receive your benefit or pension in the event of your death.

  Download File size: (143 KB)

  

  Capital gains tax cap election form

  Use where contributions have been made to your super from the disposal of certain small business assets.

  Download File size: (279 KB)

  

  Change my insurance to fixed or unitised cover

  Use this form if you want to switch your cover from fixed to unitised cover or unitised to fixed cover.

  Download File size: (77 KB)

  

  Change to personal details

  Update your name and date of birth. Your address, email, or phone number can be updated via MemberOnline or call us on 1800 675 839.

  Download File size: (216 KB)

  

  Choice of fund

  Complete this form and give it to your employer to retain Prime Super as your super fund.

  Download File size: (89 KB)

  

  Contribution splitting form

  Please use this form if you wish to split your superannuation contributions with your spouse. Your spouse does not have to be a member of Prime Super to receive your contributions.

  Download File size: (143 KB)

  

  Early Release of Super on Compassionate Grounds or Financial Hardship

  This form acts as an authority for us to release your Prime Super benefit to you or an external superannuation fund.

  Download File size: (337 KB)

  

  Election to maintain all or some insurance cover

  Use this form if you want to elect to maintain your insurance cover.

  Download File size: (70 KB)

  

  Election to reinstate my insurance cover

  Use this form if your insurance cover has been cancelled and you want to reinstate your death only or death and total and permanent disablement (TPD) cover.

  Download File size: (73 KB)

  

  Insurance application/variation form

  Increase, decrease, alter or cancel your insurance cover.

  Download File size: (518 KB)

  

  Insurance reduction/cancellation/opt-out form

  Easily reduce, cancel or opt-out of your insurance cover.

  Download File size: (94 KB)

  

  Investment choice form

  Make changes to your investment strategy.

  Download File size: (92 KB)

  

  Letter of compliance

  This letter confirms that Prime Super can receive superannuation contributions under the Commonwealth Government's Choice of Fund Scheme.

  Download File size: (47 KB)

  

  Pension payment amendment

  Use this form to make amendments to your pension payments.

  Download File size: (79 KB)

  

  Personal contributions form

  Complete this form when making a personal contribution via BPAY or direct debit.

  Download File size: (102 KB)

  

  Retain low balance account form

  You should complete this form if you have an inactive low-balance account and want this account to remain with Prime Super

  Download File size: (197 KB)

  

  Retirement income streams investment choice form

  Use this form to alter your investment choice for your Income Stream account.

  Download File size: (95 KB)

  

  Roll over your super form

  Roll super from other funds into your Prime Super account

  Download File size: (92 KB)

  

  Tax File Number Declaration

  Use this form to let us know your Tax File Number

  Download File size: (113 KB)