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.

    Download (1009 kb)
  • 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.

    Download (1000 kb)

Join TelstraSuper

  • Personal Plus Application

    Complete this form to join TelstraSuper Personal Plus

    Download (941 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 (1 mb)
  • Member and Spouse Contribution

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

    Download (641 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 (628 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 (156 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 income stream

  • Condition of Release Notification

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

    Download (151 kb)
  • Income Stream Application

    Complete this form if you have retired or plan to retire and wish to join TelstraSuper RetireAccess.

    Download (1 mb)
  • Reinvestment Application

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

    Download (931 kb)
  • RetireAccess Withdrawal Application

    Complete this form to make a partial or full withdrawal from your TelstraSuper RetireAccess account.

    Download (971 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 (982 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 (1 mb)
  • 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 (779 kb)
  • Tax File Number (TFN) Notification and Super Search Consent

    Complete this form to notify us of your Tax File Number and/or to provide consent for us to use your TFN to search Australian Tax Office records for any other super accounts you may have.

    Download (626 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 (580 kb)
  • Change of Contact Details

    Complete this form to notify TelstraSuper of your new details.

    Download (784 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 (982 kb)
  • Condition of Release Notification

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

    Download (151 kb)
  • Nomination of Beneficiary

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

    Download (694 kb)
  • Tax File Number (TFN) Notification and Super Search Consent

    Complete this form to notify us of your Tax File Number and/or to provide consent for us to use your TFN to search Australian Tax Office records for any other super accounts you may have.

    Download (626 kb)

Update my insurance

  • Cancel or Reduce Insurance

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

    Download (119 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 (988 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 (1011 kb)
  • Insurance Telephone Application Request

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

    Download (150 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 (1000 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 (122 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 (925 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 (914 kb)
  • RetireAccess withdrawal application

    Complete this form to make a partial or full withdrawal from your TelstraSuper RetireAccess account.

    Download (971 kb)
  • Super Benefit Instruction - Cash Withdrawal

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

    Download (964 kb)
  • Super Benefit Instruction - Fund Transfer or SMSF

    Complete this form to transfer all or part of your benefit to either another superannuation fund or to a Self-Managed Super Fund.

    Download (912 kb)

Other

  • Authority to Release Information

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

    Download (1020 kb)
  • Fee Rebate Application Form

    TelstraSuper offers a fee rebate arrangement which caps the total administration fees payable at a maximum of $2,735 p.a. for individual members with an account balance over $1,328,181 or eligible couples* with a combined account balance over $1,289,181.

    Download (584 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 (624 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)
  • 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 (629 kb)