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Member forms and guides

The Trustee has designed a number of easy-to-use forms to enable members to easily transfer other benefits into Accountants Super, to advise us of changes in their insurance requirements, investment options, personal details and when leaving Accountants Super, of their benefit payment requirements. The forms for these purposes and others shown below can be downloaded from this website.

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Member forms

Application for Membership Form

This form is for members wanting to join Accountants Super, including those who have been enrolled by their employer and those joining as a member's spouse.

Application for Membership Form

Super Choice Form

This form is used by eligible members to instruct their employers to send their contributions to Accountants Super.

The Accountants Super Letter of Compliance is also included to identify Accountants Super as a complying fund that can accept employer contributions.

Standard Choice Form NAT 13080
  • 113 KB

Voluntary Contributions Form

This form is for members wanting to make a voluntary contribution, especially to be eligible for a Government Co-contribution.

Voluntary Contributions Form
  • 26 KB

Change of Member Details Form

This form can be used by members to notify a change of address, employment status, name, employer or other changes to personal details.

Change of Member Details Form
  • 60 KB

Nomination of Beneficiary Form

Used by members for nomination of dependants in the case of death.

Nomination of Beneficiary Form
  • 72 KB

Direct Debit Form

Used by members who wish to make Member Voluntary Contributions through Member Online Sevices.

Direct Debit Form
  • 106 KB

Death and TPD Insurance Opt Out Form

Used by members who no longer require death and total and permanent disablement insurance.

Direct Debit Form
  • 67 KB

Insurance Application Form

Members who wish to increase their death and total and permanent disablement benefits should complete this insurance application form.

Personal Statement
If you are applying for Death and Total and Permanent Disablement insurance totalling more than $800,000, or have answered ‘Yes’ to any of the questions on the Insurance Application Form, you will need to complete this Personal Statement. Please return to Accountants Super, GPO Box 3607, Melbourne VIC 3001.

Insurance Application Form
  • 59 KB

Investment Choice form

This form allows members to change their investment options at any time. You can change investment options for your current balance, future contributions or both.

Investment Choice form
  • 55 KB

Transfer Form

Members who wish to transfer benefits held in other funds to Accountants Super should complete this form.

Alternatively, you may use OnlineExpress to populate this form.

Transfer Form
  • 57 KB

Income Protection Application Form

Used by member wanting to insure their income against illness or injury.

Personal Statement
If you are applying for Income Protection cover totalling more than $6,000 per month, or have answered ‘Yes’ to any of the questions on the Income Protection Application Form, you will need to complete this Personal Statement. Please return to Accountants Super, GPO Box 3607, Melbourne VIC 3001.

Income protection application form
  • 65 KB

Tax File Number (TFN) Notification Form

Members who did not notify Accountants Super of their tax file number when first joining who subsequently wish to do so should complete this form.

TFN Notification Form
  • 61 KB

Consent to Search Form

Members who would like us to assist them in searching for any old super accounts can complete this form. If you have had a number of jobs and moved house a few times, you may be surprised at how much missing super you have.

  • 57 KB

Third Party Authorisation Form

Members who would like a third party (e.g. their adviser or accountant) to have access to their account need to send this form to us. This authority can be revoked in writing at any time.

Third Party Authorisation Form
  • 54 KB

Third Party Authorisation Withdrawal Form

Members who no longer want a third party (e.g. their adviser or accountant) to have access to their account can cancel their authority by completing this form and returning it.

Third Party Authorisation Withdrawal Form
  • 54 KB
 

Benefit Withdrawal Form

The Benefit Withdrawal Form is used by members who are able to claim their super. To obtain a copy of this form and proof of identification requirements for your situation, please call our Customer Service Centre on 1300 651 331.
 

 
Member guides

Product Disclosure Statement

The Product Disclosure Statement (PDS) provides full details of the  features and benefits including detailed information about the investment choices available to members of Accountants Super.

Product Disclosure Statement