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Forms and documents
Tools and learning
Most popular forms
Super withdrawal form
PDF • 663 KB
Withdraw all or part of your super from your account.
Download
Flexi Pension withdrawal form
PDF • 548 KB
Make a full or partial withdrawal from your Flexi Pension account.
Complete online
Download
Combine my super form
PDF • 544 KB
Transfer/rollover your entire super balance from another fund to your UniSuper account.
Complete online
Download
Super choice - Fund nomination form
PDF • 82 KB
Tell your employer to pay your super into your UniSuper account (includes our Trustee Compliance Letter).
Complete online
Download
Change of details form (super members)
PDF • 160 KB
Update personal details such as your address, tax file number, or change your preferred beneficiary nomination.
Complete online
Download
Binding death benefit nomination form
PDF • 491 KB
Select the person who will receive your death benefits.
Download
Transfer from the DBD to Accumulation 2 form
PDF • 520 KB
Use this form to transfer your super from the Defined Benefit Division to Accumulation 2.
Download
Third party authority form
PDF • 537 KB
Authorise a person or party to access your super account details.
Download
Super forms
Access your super
Compassionate grounds application form
PDF • 147 KB
Apply to withdraw your super on compassionate grounds.
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Financial hardship application form
PDF • 216 KB
Apply to withdraw your super due to financial hardship.
Download
Super withdrawal form
PDF • 663 KB
Withdraw all or part of your super from your account.
Download
Portability and rollover form
PDF • 177 KB
This fact sheet explains how to make a rollover of all or part of your UniSuper account to another complying super funds. It also includes the relevant Portability and rollover form.
Download
Beneficiaries
Binding death benefit nomination form
PDF • 491 KB
Select the person who will receive your death benefits.
Download
Non-binding beneficiary nomination
PDF • 160 KB
Nominate or update your non-binding beneficiary online or download and complete the Change of details form.
Update beneficiaries online
Download
Contributions
After-tax voluntary contribution by cheque form
PDF • 102 KB
Make an after-tax voluntary super contribution by cheque.
Download
Default member contributions form
PDF • 632 KB
Change your default member contributions (previously known as contribution flexibility).
Download
Notice of intent to claim or vary a tax deduction for super contributions
PDF • 543 KB
Complete this notice if you intend to claim a tax deduction for after-tax contributions made to UniSuper or if you want to change a previous notice you sent to UniSuper.
Complete online
Download
Spouse contribution form
PDF • 80 KB
Make a contribution to your spouse's accumulation super account.
Download
Contribution splitting form
PDF • 156 KB
Complete this form to split your super contributions with your spouse.
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Work test declaration form
PDF • 90 KB
Confirm you've met the government work test and can make super contributions.
Download
Defined Benefit Division
Transfer from the DBD to Accumulation 2 form
PDF • 520 KB
Use this form to transfer your super from the Defined Benefit Division to Accumulation 2.
Download
Opt into the Defined Benefit Division factsheet and form
PDF • 216 KB
Please use this fact sheet and form if you’re considering a DBD membership.
Download
Fund nomination
Inactive low balance form
PDF • 270 KB
Stay with UniSuper if you have an inactive low balance.
Download
Super choice - Fund nomination form
PDF • 82 KB
Tell your employer to pay your super into your UniSuper account (includes our Trustee Compliance Letter).
Complete online
Download
Trustee Compliance letter
PDF • 522 KB
When you roll over money from another super fund to UniSuper, your other super fund may ask you for a copy of this letter.
Download
Roll over or transfer your super
Combine my super form
PDF • 544 KB
Transfer/rollover your entire super balance from another fund to your UniSuper account.
Complete online
Download
Transfer your super to KiwiSaver form
PDF • 190 KB
Transfer your super to a KiwiSaver scheme provider.
Download
Portability and rollover form
PDF • 177 KB
This fact sheet explains how to make a rollover of all or part of your UniSuper account to another complying super funds. It also includes the relevant Portability and rollover form.
Download
Retirement and pension forms
Flexi Pension
Flexi Pension withdrawal form
PDF • 548 KB
Make a full or partial withdrawal from your Flexi Pension account.
Complete online
Download
Reversionary beneficiary form
PDF • 214 KB
Add or remove a reversionary beneficiary if you're a Flexi Pension member.
Download
Transfer your Flexi Pension to a super account
PDF • 552 KB
Transfer all or some of your Flexi Pension account to a super account.
Download
Insurance forms
Insurance
Change your insurance cover form
PDF • 578 KB
Cancel or decrease your Death, TPD and/or Income Protection (IP) cover. You can also apply to increase your waiting period or decrease your IP benefit period.
Complete online
Download
Keep your insurance cover form
PDF • 66 KB
Notify us that you'd like to keep your insurance cover even if your account balance is below $6,000 and/or you're not making regular super contributions.
Download
Additional default cover application form
PDF • 533 KB
Apply for additional default insurance for DBD, Accumulation 1 and Accumulation 2 members.
Download
Insurance cover reinstatement form
PDF • 536 KB
Choose to have your insurance cover reinstated.
Download
Transfer insurance cover
PDF • 135 KB
Use this form to transfer existing insurance cover from a previous super fund across to your UniSuper membership.
Complete online
Download
Life Events and Salary Increase cover form
PDF • 235 KB
Top up your insurance cover using the Life Events option, or increase your Income Protection cover using the Salary Increase option provided by TAL Life Limited.
Download
Fixed insurance cover form
PDF • 175 KB
Convert your unitised Death and Total and Permanent Disablement (TPD), Death-only or TPD-only insurance cover to fixed cover.
Download
Updating your occupation rating form
PDF • 74 KB
Use this form to update your occupation rating if you're a Personal Account member.
Download
Application for insurance at UniSuper
PDF • 696 KB
Applications for cover require you to provide evidence of your health, and be approved by the Insurer.
Complete online
Download
Investment forms
Investments
Investment choice form (super members)
PDF • 178 KB
Make an investment switch and choose how your account is invested.
Switch online
Download
Investment choice form (pension members)
PDF • 627 KB
Make an investment swtich and choose how your account is invested.
Switch online
Download
Change details and manage account forms
Change details and manage your account
Change of details form (super members)
PDF • 160 KB
Update personal details such as your address, tax file number, or change your preferred beneficiary nomination.
Complete online
Download
Change bank account details form (pension members)
PDF • 124 KB
Add, remove or update the bank account your pension is paid to.
Complete online
Download
Change of details form (pension members)
PDF • 633 KB
Update your personal details or account details. Flexi Pension and Term Allocated Pension members can use this form to change your pension payment amount, the frequency of your pension payments, your drawdown method or make a non-binding beneficiary nomination.
Download
Third party authority form
PDF • 537 KB
Authorise a person or party to access your super account details.
Download
Employer forms
Employers
Application form for the reclassification or refund of contributions
PDF, 631 KB
A form and fact sheet for employers, members or clearing house who've incorrectly classified a contribution.
Download
Exception clearance form and guide
PDF, 260KB
This business process guide will help non-participating employers to understand the error codes they could receive when submitting contributions, their meaning and what action needs to be taken.
Download
Nomination of EFT details for refunds form
DOC, 61.3 KB
Nominate the financial institution to which UniSuper will refund money.
Download
Benefit Certificate
PDF, 165 KB
The Benefit Certificate has been prepared for employers in order to meet our obligations under the Superannuation Guarantee (Administration) Act 1992.
Download
Funding and Solvency Certificate
PDF, 38.9 KB
This Certificate has been prepared at the request of UniSuper Ltd, the Trustee of UniSuper, pursuant to Regulation 9.09(1) of the Superannuation Industry (Supervision) Act 1993.
Download
Fact sheets
Super
Departing Australia superannuation payment (DASP) fact sheet
PDF • 83 KB
This fact sheet explains the process to apply for your super benefits under the departing Australia superannuation payment (DASP) provisions and some of the consequences of not claiming your benefits when you permanently leave Australia.
Download
Redundancy fact sheet
PDF • 667 KB
This fact sheet provides information on things you may need to consider if you're facing redundancy and how we can help you.
Download
Salary reductions and working less fact sheet
PDF • 120 KB
This fact sheet provides information about how your super is affected if your salary is reduced or you're working less.
Download
Super and family law fact sheet
PDF • 120 KB
This fact sheet explains how superannuation interests can be split in the event of marriage or relationship breakdown.
Download
Your guide to proof of identity fact sheet
PDF • 85 KB
This fact sheet gives you information about providing certified copies of your proof of identity to prove you are the person to whom your super belongs.
Download
Your super when you leave your job
PDF • 861 KB
This booklet explains what you can do with your super when you leave your current job, and how you can stay with UniSuper.
Download
Defined Benefit Division
About leaving service benefits
Information for members who joined the Defined Benefit Division before 1 January 2015
Download
Choosing a style of super that suits you
PDF • 520 KB
You have 2 years from the date you joined the DBD to choose to stay a Defined Benefit Division (DBD) member or transfer to Accumulation 2. This fact sheet highlights some of the differences in membership types so you can choose a style of super that suits you.
Download
The concessional contributions cap and NTCs for DBD members receiving 14% employer contributions
PDF • 190 KB
Download
The concessional contributions cap and NTCs for DBD members receiving 17% employer contributions
PDF • 187 KB
Download
The concessional contributions cap and NTCs for former WEHI members
PDF • 185KB
Download
DBD explained
PDF • 492 KB
A summary of how the Defined Benefit Division works, including its advantages and risks.
Download
How your defined benefit component is affected after a partial withdrawal
PDF • 93 KB
This fact sheet explains how a partial withdrawal impacts the calculation of your defined benefit component.
Download
Options for grandfathered DBD members at risk of exceeding the concessional contributions cap
PDF • 107 KB
Your options if you're at risk of exceeding their concessional contributions cap as a DBD member who joined before 12 May 2009.
Download
Salary reductions and working less fact sheet
PDF • 120 KB
This fact sheet provides information about how your super is affected if your salary is reduced or you're working less.
Download
Options for non-grandfathered DBD members at risk of exceeding the concessional contributions cap
PDF • 177 KB
Your options if you're at risk of exceeding their concessional contributions cap as a DBD member who joined after 12 May 2009.
Download
Temporary allowances fact sheet
PDF • 75 KB
This fact sheet provides information on temporary allowances and clarifies how allowances commencing on or after 18 April 2015 are treated.
Download
Understanding your DBD if you purchased additional benefit service
PDF • 91 KB
This fact sheet explains how the defined benefit is calculated for members who purchased additional 'benefit service' prior to 1 July 1998.
Download
Your super when you leave your job
PDF • 861 KB
This booklet explains what you can do with your super when you leave your current job, and how you can stay with UniSuper.
Download
Insurance and inbuilt benefits
About inbuilt benefits
PDF • 125 KB
How inbuilt benefits are calculated for members who joined the DBD before 1 January 2015.
Download
Inbuilt terminal medical condition benefit for Defined Benefit Division members
PDF • 120 KB
Claim an inbuilt terminal medical condition benefit if you have a terminal illness or injury.
Download
Inbuilt disablement benefits for Defined Benefit Division members
PDF • 61KB
Download
Inbuilt temporary incapacity benefits for Defined Benefit Division members
PDF • 65 KB
Find out about the temporary incapacity benefit available to DBD members and how to make a claim.
Download
Terminal medical condition benefit
PDF • 94 KB
Claim a terminal medical condition benefit if you have a terminal illness or injury.
Download
Retirement
Transition to retirement fact sheet
PDF • 77 KB
This fact sheet explains how to open a Flexi Pension account and the eligibility requirements under the transition to retirement rules.
Download
How Defined Benefit Indexed Pensions are calculated
PDF • 115 KB
This fact sheet explains how Defined Benefit Indexed Pensions are calculated.
Download
How to calculate your annual Term Allocated Pension payment
PDF • 82 KB
This fact sheet explains how to calculate your annual pension from your Term Allocated Pension for the financial year.
Download
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