How long does my request take? Review our service standards on a range of transaction types that we strive towards. These service standards are based on receiving the completed form with correct information and all supporting documents required.




Online Transactions

RetireAccess Withdrawal Application

Make a partial, one-off or full withdrawal from your TTR or Retirement income stream.

Complete Online

Super Benefit Instruction - Lump Sum Withdrawal (Accumulation Withdrawal Application)

To receive a full or partial withdrawal from your Personal Plus and Corporate Plus account.

Complete online

Super Benefit Instructions Self Managed Super Fund (Accumulation withdrawal application)

To transfer all or part of your benefit to a SMSF. Full transfers can also be initiated via the ATO portal.

Complete online

Investment Choice Update

Choose or update how your funds are currently invested and how you want your future contributions to be invested.

Complete online

Investment Choice - RetireAccess

Update your investment option(s) and you can also tell us how you want your investments to be automatically reweighted.

Complete Online

Change of Contact Details

Got a new email address or moved house? Complete this form to let us know.

Complete Online

Change of Details - Retire Access

To update your contact details or banking details complete this form.

Complete Online

Personal Plus Application

Join TelstraSuper today! We are open to everyone and everything we do is for every one of our members.

Complete online

Income Stream Application

Looking to wind down? Open a RetireAccess TTR or Retirement income stream account and receive a regular income whether you’re still working or in retirement.

Super Choice

Let your employer know that you want your future super contributions to go to your TelstraSuper account.

COMPLETE ONLINE

Consolidate your Super

Transfer all your super from another fund into TelstraSuper – if you wish to transfer super from more than one fund, you’ll need to complete a separate form for each transfer.

Complete Online

Account Consolidation

Complete this form if you have more than one account with us and you wish to consolidate them into a single account.

Complete Online

Nomination of Beneficiary

Let us know who you wish to nominate as your beneficiary(s). You can also update or remove beneficiaries at any time.

Complete Online

Life Event Insurance Application

If you already have Death only or Death & TPD cover you can apply for additional cover due to a life event.

Complete Online

Cancel or Reduce Insurance

Let us know if you wish to cancel or reduce your existing insurance cover.

Complete online

Continuing Income Protection

If you’ve left a TelstraSuper Corporate Plus or Defined Benefit employer in the last 120 days and want to continue your existing IP cover in your new super account, complete this form to let us know.

Complete Online

Insurance Special Offer - TelstraSuper Corporate Plus

Within 120 days of starting your new job you can apply to top-up your Death only or Death & TPD cover or change your benefit and waiting periods on your Income Protection cover without the need for health evidence.

Complete Online

Insurance Election Form

To elect to keep the insurance cover you have now and in the future.

Complete online

Change my investment option

Investment Choice

Choose or update how your funds are currently invested and how you want your future contributions to be invested.

Complete online Download (293 kb)

Investment Choice - RetireAccess

Update your investment option(s) and you can also tell us how you want your investments to be automatically reweighted.

Complete Online Download (326 kb)

Join TelstraSuper

Personal Plus Application

Join TelstraSuper today! We are open to everyone and everything we do is for every one of our members.

Complete online Download (362 kb)

Income Stream Application

Looking to wind down? Open a RetireAccess TTR or Retirement income stream account and receive a regular income whether you’re still working or in retirement.

Download (884 kb)

Make or manage contributions

Contribution Splitting

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

Download (298 kb)

Downsizer Contribution

If you’ve sold your home, you can use this form to make a downsizer contribution to your super.

Download (217 kb)

Member and Spouse Contribution

Make a contribution by cheque to your account or to your spouse’s account, and you can also notify us if you intend to claim it as a tax deduction.

Download (188 kb)

Notice of Intent to Claim a Tax Deduction

If you’ve made a personal post-tax contribution, complete this form to let us know if you’ll be claiming it as a tax deduction.

Download (173 kb)

Refund or Reclassify a Contribution

Make a request to have a contribution that was mistakenly made or incorrectly classified, refunded or reclassified.

Download (197 kb)

Super Choice

Let your employer know that you want your future super contributions to go to your TelstraSuper account.

COMPLETE ONLINE Download (68 kb)

Surcharge Payment Defined Benefit

Let us know that you wish to contribute to your Surcharge account either by cheque or transfer from another account.

Download (177 kb)

Manage my advice fees

Advice Fee - Payment by Invoice

Complete this form to consent to paying for your personal advice by invoice. Before doing so, you should talk to a financial adviser from TelstraSuper Financial Planning.

Download (67 kb)

One-Off Advice Fee: Consent & Deduction from TelstraSuper Account

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 allow your financial adviser to contact your other professional advisers. Before doing so, you should talk to a financial adviser from TelstraSuper Financial Planning.

Download (87 kb)

Ongoing Advice Service fee: Consent variation or withdrawal

Vary your advice fee deduction details or withdraw your consent to have fees deducted from your TelstraSuper account. Before doing so, you should talk to a financial adviser from TelstraSuper Financial Planning.

Download (101 kb)

Ongoing Advice Service Fee: Consent for Deduction from TelstraSuper Account

To pay for some or all of your ongoing advice fee from your TelstraSuper account. Before doing so, you should talk to a financial adviser from TelstraSuper Financial Planning.

Download (95 kb)

Scaled Advice - Advice Fee: Payment by Invoice

Provide consent to paying for your scaled personal advice by invoice. Before doing so, you should talk to a financial adviser from TelstraSuper Financial Planning.

Download (550 kb)

Scaled Advice - One-Off Advice Fee: Consent & Deduction from TelstraSuper Account

Provide consent to having some or all of your personal advice fee deducted from your account. Before doing so, you should talk to a financial adviser from TelstraSuper Financial Planning.

Download (93 kb)

Manage my income stream

Condition of Release Notification

Let us know that you have met a condition of release and are eligible to withdraw funds from your account.

Download (190 kb)

Income Stream Application

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

Download (884 kb)

Reinvestment Application

Consolidate your existing income stream and accumulation account into a new income stream.

Download (707 kb)

RetireAccess Withdrawal Application

Make a partial, one-off or full withdrawal from your TTR or Retirement income stream.

Complete Online Download (576 kb)

Change of Details - Retire Access

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

Complete online Download (518 kb)

Transfer money into TelstraSuper

Consolidate your Super

Transfer all your super from another fund into TelstraSuper – if you wish to transfer super from more than one fund, you’ll need to complete a separate form for each transfer.

Complete Online Download (324 kb)

Rollover Request - Partial Account Roll-in

Transfer part of your super from another fund into TelstraSuper.

Download (313 kb)

Tax File Number (TFN) Notification

If you haven’t already provided your TFN, use this form to notify us.

Download (210 kb)

Update my details

Account Consolidation

Complete this form if you have more than one account with us and you wish to consolidate them into a single account.

Complete online Download (169 kb)

Change of Contact Details

Got a new phone number or moved house? Complete this form to let us know.

Complete online Download (370 kb)

Change of Member Details

If you’ve changed your name or we have your date of birth recorded incorrectly, use this form to let us know.

Download (340 kb)

Change of Details - RetireAccess

To update your contact details, banking details or to vary your income payments complete this form.

Complete online Download (518 kb)

Condition of Release Notification

If you haven’t turned 65 but have met a condition of release, you can use this form to let us know.

Download (190 kb)

Nomination of Beneficiary

Let us know who you wish to nominate as your beneficiary(s). You can also update or remove beneficiaries at any time.

Complete online (non-binding beneficiaries only) Download (258 kb)

Indigenous Persons Identity Referral Form

Use this form if you’re of Aboriginal and/or Torres Strait Islander heritage and you’re not able to meet our proof of identity requirements.

Download (194 kb)

Tax File Number (TFN) Notification

To notify us of your Tax File Number.

Download (210 kb)

Update my insurance

Application Default Insurance Cover

To apply for default insurance if you joined TelstraSuper more than 120 days after starting work with your current employer or if you joined TelstraSuper more than 120 days from the date your employer nominated TelstraSuper to be its default fund.

Download (262 kb)

Cancel or Reduce Insurance

Let us know if you wish to cancel or reduce your existing insurance cover.

Download (201 kb)

Continuing Income Protection

If you’ve left a TelstraSuper Corporate Plus or Defined Benefit employer in the last 120 days and want to continue your existing IP cover in your new super account, complete this form to let us know.

Complete Online Download (309 kb)

Insurance Election Form

To elect to keep the insurance cover you have now and in the future.

Complete Online Download (114 kb)

Insurance Premium Payment - Defined Benefit

If you’re a defined benefit member use this form to make a contribution to your Defined Benefit Insurance Premium account.

Download (215 kb)

Insurance Special Offer - TelstraSuper Corporate Plus

Within 120 days of starting your new job you can apply to top-up your Death only or Death & TPD cover or change your benefit and waiting periods on your Income Protection cover without the need for health, occupation or lifestyle evidence.

Complete Online Download (279 kb)

Insurance Telephone Application Request

To apply for or increase your insurance cover over the phone with our insurer MLC Life Insurance.

Download (287 kb)

Life Event Insurance Application

If you already have Death only or Death & TPD cover you can apply for additional cover due to a life event.

Complete Online Download (231 kb)

Opt-in Default Insurance Cover

Complete this form if you’ve been advised you’re eligible to opt-in for default insurance.

Download (224 kb)

Transfer External Insurance Application

If you have Death only, Death & TPD and/or Income Protection cover through another super fund or eligible life insurer and wish to apply to transfer it into TelstraSuper.

Download (248 kb)

Withdraw my super

RetireAccess Withdrawal Application

If you wish to make a partial or full withdrawal from your income stream.

Complete online Download (576 kb)

Super Benefit Instruction - Lump Sum Withdrawal (Accumulation withdrawal application)

To make a partial or full withdrawal from your Personal Plus or Corporate Plus or voluntarily accumulation account as a lump sum payment.

Complete online Download (543 kb)

Super Benefit Instruction - External Super Fund (Accumulation withdrawal application)

To transfer all or part of your benefit to another super fund. Before transferring, you may wish to call us to discuss any potential impacts this may have, such as the cancellation of insurance cover.

Download (233 kb)

Super Benefit Instructions Self Managed Super Fund (Accumulation withdrawal application)

To transfer all or part of your benefit to a SMSF. Full transfers can also be initiated via the ATO portal.

Complete online Download (526 kb)

Departing Residents Benefits Payment Form

If you are an Australian resident permanently departing Australia for overseas.

Download (92 kb)

Early Release of Super on Compassionate Grounds

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

Download (481 kb)

Release of Preserved Benefit Due to Financial Hardship

To release part of your preserved benefits on the grounds of severe financial hardship.

Download (447 kb)

Other

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 (453 kb)

Authority for TelstraSuper to Release Information form

To authorise us to provide or send information about your TelstraSuper account to another person.

Download (233 kb)

Fee Rebate Application 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

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

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

Download (194 kb)

Proof of Identity Guide

This guide sets out the proof of identity documents that can be accepted and how to get your proof of identity documents certified.

Download (164 kb)

Request for Family Law Information

A request for this information can only be made by an eligible person who is intending to enter a superannuation agreement with the member.

Download (139 kb)

Revoking Authority to Release Information

To revoke your authority to release information about your TelstraSuper account to another person.

Download (643 kb)