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.

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.

Personal Plus Application

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

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.

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.

Contributions splitting

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

Downsizer Contribution Into Super

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

Member and Spouse Contribution

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

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.

Refund or reclassify a contribution

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

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.

Surcharge Payment Defined Benefit

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

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.

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.

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.

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.

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.

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.

Condition of Release Notification

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

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.

Reinvestment Application

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

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.

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.

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.

Rollover Request - Partial account roll-in

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

Tax File Number (TFN) Notification

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

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.

Change of contact details

Complete this form to change your details with TelstraSuper

Change of Member Details

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

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.

Condition of Release Notification

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

Nomination of Beneficiary

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

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.

Tax File Number (TFN) Notification

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

Application member paid default insurance cover

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

Cancel or Reduce Insurance

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

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.

Insurance election form

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

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.

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.

Insurance Telephone Application Request

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

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.

Opt-in member paid default insurance cover

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

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.

Departing residents benefits payment form

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

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.

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.

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.

Super Benefit Instruction - External Super Fund

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

SUPER BENEFIT INSTRUCTIONS SELF MANAGED SUPER FUND

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

Super Benefit Instruction - Lump Sum Withdrawal

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

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.

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.

Fee Rebate Application Form

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

ATO Transfer Election Inactive low-balance account authorisation

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

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.

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.

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.

Revoking Authority to Release Information

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

Risk Profiler Form

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