Find a Form
Change my investment option
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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 (240 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 (190 kb)
Join TelstraSuper
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Income Stream Application
Complete this form if you have retired or plan to retire and wish to join TelstraSuper RetireAccess.
Download (562 kb)
Make or manage contributions
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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 (173 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 (197 kb) -
Super choice form
Complete this form to nominate TelstraSuper as your chosen fund for future super contributions.
Download (68 kb) -
Surcharge Payment Defined Benefit
Complete this form to advise Telstra Super that you wish to make a contribution into your Surcharge Account.
Download (177 kb)
Manage my advice fees
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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 (576 kb) -
Authority for TSFP to Release Information
Complete this form to authorise TelstraSuper Financial Planning to discuss relevant financial affairs with your other professional advisers. Before completing this form you should discuss your requirements with a financial adviser from TelstraSuper Financial Planning.
Download (87 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 (567 kb)
Manage my income stream
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Condition of Release Notification
Complete this form when you've met a condition of release.
Download (162 kb) -
Income Stream Application
Complete this form if you have retired or plan to retire and wish to join TelstraSuper RetireAccess.
Download (562 kb) -
Reinvestment Application
Complete this form to consolidate your existing income stream and accumulation account into a new income stream.
Download (437 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 (482 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 (388 kb)
Transfer money into TelstraSuper
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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 (323 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 (313 kb) -
Tax File Number (TFN) Notification
Complete this form to notify us of your Tax File Number.
Download (169 kb)
Update my details
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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 (163 kb) -
Change of contact details
Complete this form to change your details with TelstraSuper
Download (294 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 (388 kb) -
Condition of Release Notification
Complete this form when you've met a condition of release.
Download (162 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 (144 kb) -
Tax File Number (TFN) Notification
Complete this form to notify us of your Tax File Number.
Download (169 kb)
Update my insurance
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Application member paid default insurance cover
Complete this form if you’re eligible to apply for member paid default insurance cover
Download (197 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 (254 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 (300 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 (208 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 (206 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 (176 kb) -
Transfer External Insurance Application
If you have you have 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, you can either:
Download (244 kb)
Withdraw my super
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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 (402 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 (442 kb) -
RetireAccess withdrawal application
Complete this form to make a partial or full withdrawal from your TelstraSuper RetireAccess account.
Download (482 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 (436 kb) -
Super Benefit Instruction - Lump Sum Withdrawal
Complete this form to receive all or part of your benefit as a lump sum payment.
Download (437 kb)
Other
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Authorised Third Party Representative Identification 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 (377 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 (149 kb) -
Fee Rebate Application Form
Complete this form to apply for a fee rebate which caps the total administration fees payable.
Download (155 kb) -
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.
Download (118 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 (144 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 (164 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 (139 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)