Find a Form

TelstraSuper provides a range of forms to help you manage your super. Simply choose from the drop down box below, and then return to us via post or email. Don’t forget to enclose or attach any additional documentation that may be required.

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Change my investment option

  • Investment Choice update

    Nominate or change your investment option for your current account balance using percentage allocations and/or any future inflows to your account. Please note, this functionality is also available to complete online.

    Download (233 kb)

    Complete online

  • Investment Choice update - RetireAccess

    Nominate or change your investment option for your current account balance using percentage allocations and/or any future inflows to your account. Please note, this functionality is also available to complete online.

    Download (1 mb)

Join TelstraSuper

  • Personal Plus Application

    Complete this form to join TelstraSuper Personal Plus. Please note, this functionality is also available to complete online.

    Download (456 kb)

    Apply to join online

  • Income Stream Application

    Complete this form if you have retired or plan to retire and wish to join TelstraSuper RetireAccess. Please note, this functionality is also available to complete online.

    Download (553 kb)
  • Super choice form

    Complete this form if you are an employee of Telstra or an associated company and wish to nominate Telstra Super as your chosen fund for future super contributions. You must complete this form and provide to your employer.

    Download (39 kb)

Make or manage contributions

  • Contributions splitting

    Complete this form with your spouse to split your super contributions into your spouse’s account.

    Download (76 kb)
  • Downsizer Contribution Into Super

    Complete this form to make a downsizer contribution to your TelstraSuper account following the sale of your home.

    Download (137 kb)
  • Member and Spouse Contribution

    Complete this form to make a contribution into your or your spouse’s TelstraSuper account by cheque

    Download (177 kb)
  • Notice of Intent to Claim a Tax Deduction

    Complete this form if you’ve made a personal contribution to your super and wish to claim a tax deduction.

    Download (159 kb)
  • Refund or reclassify a contribution

    Complete this form to request a refund or reclassification of a contribution made to TelstraSuper because of a mistake.

    Download (175 kb)
  • Super choice form

    Complete this form to nominate TelstraSuper as your chosen fund for future super contributions. Please provide the completed form to your employer.

    Download (39 kb)
  • Surcharge Payment Defined Benefit

    Complete this form to advise Telstra Super that you wish to make a contribution into your Surcharge Account.

    Download (542 kb)

Manage my advice fees

  • Advice Fee - Payment by invoice

    Complete this form to consent to paying the advice fee for personal advice from TelstraSuper Financial Planning by invoice. Before completing this form you should discuss your requirements with a financial adviser from TelstraSuper Financial Planning.

    Download (67 kb)
  • ONE-OFF ADVICE FEE: CONSENT & DEDUCTION FROM TELSTRASUPER ACCOUNT

    Complete this form to provide your consent and authorise TelstraSuper to deduct some or all of the payment of the advice fee from your TelstraSuper account to pay TelstraSuper Financial Planning for one-off personal advice to you. Before completing this form you may wish to talk to a financial adviser from TelstraSuper Financial Planning.

    Download (577 kb)
  • ONGOING ADVICE SERVICE FEE CONSENT VARIATION OR WITHDRAWAL

    Complete this form to change the amount of advice fee deducted from your TelstraSuper account, to change the TelstraSuper account your advice fee is being deducted from or to withdraw your consent to have the ongoing advice fee deducted from your account. Before completing this form you may wish to talk to a financial adviser from TelstraSuper Financial Planning.

    Download (101 kb)
  • ONGOING ADVICE SERVICE FEE CONSENT FOR DEDUCTION FROM TELSTRASUPER ACCOUNT

    Complete this form to consent and authorise payment of some or all of the advice fee for the ongoing advice service to TelstraSuper Financial Planning from your TelstraSuper account. Before completing this form you may wish to talk to a financial adviser from TelstraSuper Financial Planning.

    Download (93 kb)
  • Scaled Advice - Advice Fee: Payment by Invoice

    Complete this form to consent to paying the advice fee for personal advice from TelstraSuper Financial Planning by invoice. Before completing this form you should discuss your requirements with a financial adviser from TelstraSuper Financial Planning.

    Download (550 kb)
  • Scaled Advice - One-Off Advice Fee: Consent & Deduction from TelstraSuper Account

    Complete this form to provide your consent and authorise TelstraSuper to deduct some or all of the payment of the advice fee from your TelstraSuper account to pay TelstraSuper Financial Planning for one-off personal advice to you. Before completing this form you should talk to a financial adviser from TelstraSuper Financial Planning.

    Download (568 kb)

Manage my income stream

  • Condition of Release Notification

    Complete this form when you've met a condition of release.

    Download (155 kb)
  • Income Stream Application

    Complete this form if you have retired or plan to retire and wish to join TelstraSuper RetireAccess. Please note, this functionality is also available to complete online.

    Download (553 kb)
  • Reinvestment Application

    Complete this form to consolidate your existing income stream and accumulation account into a new income stream.

    Download (488 kb)
  • RetireAccess Withdrawal Application

    Complete this form to make a partial or full withdrawal from your TelstraSuper RetireAccess account. Please note, this functionality is also available to complete online.

    Download (938 kb)
  • Change of Details - Retire Access

    Complete this form to update your RetireAccess account contact details and/or your banking details and/or to change the frequency or amount of your income payments.

    Download (363 kb)

Transfer money into TelstraSuper

  • Consolidate your Super

    Complete this form to transfer your entire super benefit from an external super fund into TelstraSuper. Note: If you wish to consolidate super from more than one fund, a separate form for each fund you wish to transfer super from is required.

    Download (796 kb)
  • Rollover Request - Partial account roll-in

    Complete this form to transfer part of your super from an external super fund into your TelstraSuper account.

    Download (768 kb)
  • Tax File Number (TFN) Notification

    Complete this form to notify us of your Tax File Number.

    Download (157 kb)

Update my details

  • Account Consolidation

    Complete this form if you currently have more than one TelstraSuper account and you wish to consolidate your super into a single TelstraSuper account. Note: The account from which funds are transferred will be closed.

    Download (158 kb)
  • Change of contact details

    Complete this form to change your details with TelstraSuper

    Download (285 kb)
  • Change of Member Details

    Complete this form to change your name and/or date of birth with TelstraSuper.

    Download (340 kb)
  • Change of Details - Retire Access

    Complete this form to update your RetireAccess account contact details and/or your banking details and/or to change the frequency or amount of your income payments.

    Download (363 kb)
  • Condition of Release Notification

    Complete this form when you've met a condition of release.

    Download (155 kb)
  • Nomination of Beneficiary

    Complete this for to update, remove or nominate your beneficiaries.

    Download (251 kb)
  • Indigenous Persons Identity Referral Form

    Complete this form if you’re of Aboriginal and/or Torres Strait Islander heritage and you’re unable to meet TelstraSuper’s proof of identity requirements.

    Download (619 kb)
  • Tax File Number (TFN) Notification

    Complete this form to notify us of your Tax File Number.

    Download (157 kb)

Update my insurance

  • Application member paid default insurance cover

    Complete this form if you’re eligible to apply for member paid default insurance cover

    Download (199 kb)
  • Cancel or Reduce Insurance

    Complete this form to cancel or reduce your existing insurance arrangements.

    Download (258 kb)
  • Continuing Income Protection

    Complete this form within 120 days of leaving your Telstra Group employer to retain your Income Protection cover in your TelstraSuper Personal Plus account.

    Download (208 kb)
  • Insurance election form

    Complete this form to elect to keep the insurance cover you have now and in the future.

    Download (586 kb)
  • Insurance Premium Payment - Defined Benefit

    Complete this form if you wish to make a contribution into your Defined Benefit Insurance Premium account. For Defined Benefit members only.

    Download (545 kb)
  • Insurance Special Offer - TelstraSuper Corporate Plus

    Complete this form within 120 days of commencing with your new employer to take advantage of our offer to top-up your Death only or Death & Total and Permanent Disablement (TPD) cover without the need for health evidence.

    Download (213 kb)
  • Insurance Telephone Application Request

    Complete this form to apply for or increase your insurance cover over the phone with our insurer MLC Life Insurance.

    Download (201 kb)
  • Life Event Insurance Application

    Complete this form if you have either death or death and Total and Permanent Disablement insurance and want to apply to increase your cover due to a Life Event.

    Download (203 kb)
  • Opt-in member paid default insurance cover

    Complete this form if you’re eligible to opt-in to receive member paid insurance cover

    Download (167 kb)
  • Transfer External Insurance Application

    Complete this form if you have either death or death and Total and Permanent Disablement insurance cover through a superannuation fund or eligible life insurer and wish to apply to transfer the cover into Telstra Super.

    Download (221 kb)

Withdraw my super

  • Departing residents benefits payment form

    Complete this form if you are an Australian resident permanently departing Australia for overseas.

    Download (113 kb)
  • Early release of super on compassionate grounds

    Complete this form to apply for release of your super benefit on compassionate grounds once you have received ATO approval to do so.

    Download (943 kb)
  • Release of preserved benefit due to financial hardship

    Complete this form to release part of your preserved benefits on the grounds of severe financial hardship.

    Download (385 kb)
  • RetireAccess withdrawal application

    Complete this form to make a partial or full withdrawal from your TelstraSuper RetireAccess account. Please note, this functionality is also available to complete online.

    Download (938 kb)
  • Super Benefit Instruction - External Super Fund

    Complete this form to transfer all or part of your benefit to another super fund.

    Download (732 kb)
  • SUPER BENEFIT INSTRUCTIONS SELF MANAGED SUPER FUND

    Complete this form to transfer all or part of your benefit to a SMSF.

    Download (927 kb)
  • Super Benefit Instruction - Lump Sum Withdrawal

    Complete this form to receive all or part of your benefit as a lump sum payment.

    Download (862 kb)

Other

  • Authorised Third Party Representative Form

    Complete this form if you are authorised under a Power of Attorney or Administration or Guardianship Order to act on behalf of a TelstraSuper member.

    Download (808 kb)
  • Authority for TelstraSuper to Release Information form

    Complete this form to authorise us to provide or send information about your TelstraSuper account to another person.

    Download (143 kb)
  • Fee Rebate Application Form

    Complete this form to apply for a fee rebate which caps the total administration fees payable.

    Download (140 kb)
  • Inactive Low-Balance Account Authorisation Form

    Complete this form if you have an inactive low-balance account that you do not wish to be transferred to the ATO.

    Download (580 kb)
  • Indigenous Persons Identity Referral Form

    Complete this form if you’re of Aboriginal and/or Torres Strait Islander heritage and you’re unable to meet TelstraSuper’s proof of identity requirements.

    Download (619 kb)
  • Proof of Identity Guide

    Under Commonwealth law, Telstra Super must collect and verify information about your identity before cashing your benefit and in other limited circumstances. When we request proof of identification we ask that you supply the information outlined.

    Download (160 kb)
  • Request for family law information

    Under the Family Law Act, a request for information can only be made by an eligible person, which is defined as a member, spouse or prospective spouse intending to enter a superannuation agreement with the member.

    Download (123 kb)
  • Revoking Authority to Release Information

    Complete this form to revoke your authority to release information about your TelstraSuper account to another person.

    Revoking authority to release information (643 kb)
  • Risk Profiler Form

    To ensure that we can provide you with appropriate financial advice, we need you to provide details about your investment objectives.

    Download (127 kb)