Forms and Documents

Forms for Individuals

General Compliance Certificate: Employers will require this certificate to set up contributions into Simple Choice Super.

Departing Australia Superannuation Payment (DASP) Form: Complete this form if you are a former temporary resident who accumulated superannuation while working in Australia, and you’d like to apply to claim your super. Visit the ATO website for more information, and to download this form.

Rollover Form: Complete this form if you are already a member of Simple Choice Super, and would like to rollover some money from another super fund into your Simple Choice Super account.

Personal Contribution Form: Complete this form if you would like to make a personal contribution of money into your Simple Choice Super account. If you are making a self-employed concessional contribution (before-tax), you must also complete the Notice of intent to claim or vary a deduction for personal super contributions form and send it to us with your Personal Contribution Form.

Withdrawal Form: Complete this form to apply to make a withdrawal from your Simple Choice Super account.

Standard Insurance Cover Application Form: Complete this form to opt-in to Standard Cover through your Simple Choice Super account.

Life Insurance Application Form: Complete this form if you would like to access death, total permanent disablement, or income protection insurance through your Simple Choice Super account. Please contact us on (02) 8556 7576 or at [email protected] for this form.

Life Insurance Transfer Form: Complete this form if you would like to transfer your current insurance coverage from another fund to your Simple Choice Super account. Please contact us on (02) 8556 7576 or [email protected] for this form.

Nomination of Beneficiaries Form: Complete this form to inform the trustee about who you would like to receive the money in your Simple Choice Super account in the case of your death.

Early Release Due To Financial Hardship Form: Complete this form to apply to access some or all of your super due to severe financial hardship.

Early Release Due to Permanent Incapacity: Complete this form to apply to access some or all of your super if you are unable to work due to a medical condition.

Early Release Due to Terminal Medical Condition

Adviser Authority Form: Complete this form if you have a financial adviser and you would like them to have access to your account information. You can also complete this form if you would like an Adviser Service Fee paid from your super account to your financial adviser.

Change of Details Form: Complete this form to update your personal details with Simple Choice Super.

Contribution Splitting Form: Complete this form to split your superannuation contributions.

Third Party Authorisation

Application for Payment of a Death Benefit

Family Law Instructions for Payment of Entitlement

Application to Transfer to a Kiwisaver Scheme Form

Request to Reduce or Cancel Insurance Cover Form

Providing Certified Identification Fact Sheet

Direct Debit Authority Form