Forms and brochures

Did you know you can update your details and manage certain aspects of your UniSuper account online?

Log in to your account to:

  • update your personal details
  • update your TFN
  • make an investment switch
  • nominate your non-binding beneficiary/ies
  • manage insurance cover
  • transfer other super into your UniSuper account
  • verify your identity

Most popular forms (9)

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  • Super withdrawal fact sheet and form

    This fact sheet explains how to make a full or partial lump sum withdrawal from you super. It also includes the relevant Withdrawal form.

  • Binding death benefit nomination form

    Complete this form to make, update or cancel a Binding Death Benefit nomination. You can fill this form out online before printing and signing.

  • Flexi Pension withdrawal fact sheet and form

    This fact sheet explains how to make full or partial lump sum withdrawals from your Flexi Pension account. It also includes the relevant Flexi Pension withdrawal form which you can fill out online before printing and signing.

  • Combine my super (full rollover) form

    Complete this form to arrange the rollover of your super from a previous fund to your UniSuper account.

  • Super Choice - Fund nomination form

    This form contains everything you need to nominate UniSuper as your fund of choice. Complete and return the form to your new employer—you’ll just need to include your contact details and UniSuper member number. All the information your employer needs about us is included in the form.

  • Third party authority form

    Complete this authority form to authorise a person and/or nominated party to access details regarding a member's UniSuper account/s.

  • Trustee Compliance Letter

    When you roll over money from another fund to UniSuper, your other fund may ask you for a copy of this letter.

  • Change of details form - super members

    Complete this form if you want to update your personal details or make or change your preferred beneficiary nomination.

  • Choosing a style of super that suits you

    You may need to make an important decision about your super within the first 24 months of becoming a UniSuper member. Use this fact sheet and form to help you decide which style of super is right for you.

About UniSuper (9)

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  • Australian Financial Services Licence - USM (also referred to as UniSuper Advice)

    This document outlines our licence to carry out financial services.

  • Australian Financial Services Licence - USL

    This document outlines the licence to issue interests in UniSuper financial products.

  • Financial Services Guide - Personal Advice

    This document provides you with important information about the financial services we offer regarding personal advice. This includes the services we provide, how much our advice services cost and how our advisers are remunerated.

  • Financial Services Guide - General Advice

    This document explains UniSuper’s general financial advice offering in detail to help you decide whether to use these services.

  • Regulations

    This document sets out the regulations for how we operate the Fund.

  • Trust Deed

    The deed sets out the rules for the establishment and operation of the Fund.

  • Sponsorship guidelines and application form

    UniSuper's Sponsorship Guidelines outline how and when we will support organisations and events through paid sponsorship.

  • Trustee compliance letter

    When you roll over money from another fund to UniSuper, your other fund may ask you for a copy of this letter.

  • Privacy policy

    The policy sets out how we collect and manage your personal information.

Accessing your benefit (8)

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  • Super withdrawal fact sheet and form

    This fact sheet explains how to make a full or partial lump sum withdrawal from you super. It also includes the relevant Withdrawal form.

  • Flexi Pension withdrawal fact sheet and form

    This fact sheet explains how to make full or partial lump sum withdrawals from your Flexi Pension account. It also includes the relevant Flexi Pension withdrawal form which you can fill out online before printing and signing.

  • Portability and rollover fact sheet and form

    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.

  • Severe financial hardship fact sheet and form

    This fact sheet covers the circumstances in which you may be able to have your super benefits released on the grounds of severe financial hardship. It also includes the relevant Severe financial hardship form.

  • Departing Australia superannuation payment (DASP) fact sheet

    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.

  • Transfer your UniSuper account to KiwiSaver fact sheet and form

    This fact sheet and form explains how to transfer your UniSuper account to a KiwiSaver scheme provider.

  • How to claim a permanent incapacity benefit

    This fact sheet and form explains how to claim a permanent incapacity benefit.

  • Compassionate grounds application form

    This form is to be used to withdraw your super on compassionate grounds.

Choosing your fund (2)

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  • Super Choice - Fund nomination form

    This form contains everything you need to nominate UniSuper as your fund of choice. Complete and return the form to your new employer—you’ll just need to include your contact details and UniSuper member number. All the information your employer needs about us is included in the form.

  • Trustee compliance letter

    When you roll over money from another fund to UniSuper, your other fund may ask you for a copy of this letter.

Contributing to super (11)

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  • Combine my super (full rollover) form

    Complete this form to arrange the rollover of your super from a previous fund to your UniSuper account.

  • Change of details form - super members

    Complete this form if you want to update your personal details or make or change your preferred beneficiary nomination.

  • Contribution splitting fact sheet and form

    This fact sheet explains the rules and benefits of super contribution splitting with your spouse and includes the relevant Contribution splitting form.

  • Default member contributions fact sheet and form

    This fact sheet explains how you can reduce your default member contributions. Complete the form included to reduce your default member contributions (previously known as contribution flexibility).

  • Notice of intent to claim or vary a tax deduction for after-tax super contributions

    Complete this notice if you intend to claim a tax deduction for after-tax contributions made to UniSuper or want to change a previous notice you sent to UniSuper.

  • Lump sum voluntary member contribution by cheque form

    Complete this form if you want to make a voluntary lump sum member contribution. You can fill this form out online before printing and signing.

  • Spouse contribution form

    Complete this form to make a contribution to your spouse's accumulation super account.

  • Work test declaration - contribution eligibility form

    Complete this form to confirm you’ve met the government work test and are able to make certain super contributions.

  • The concessional contributions cap and NTC rates for DBD members receiving 14% employer contributions

    This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

  • The concessional contributions cap and NTC rates for DBD members receiving 17% employer contributions

    This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

  • The concessional contributions cap and NTC rates for former WEHI members

    This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

Defined Benefit Division and Accumulation 2 members (13)

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  • Choosing a style of super that suits you

    You may need to make an important decision about your super within the first 24 months of becoming a UniSuper member. Use this fact sheet and form to help you decide which style of super is right for you.

  • The concessional contributions cap and NTC rates for DBD members receiving 14% employer contributions

    This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

  • The concessional contributions cap and NTC rates for DBD members receiving 17% employer contributions

    This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

  • The concessional contributions cap and NTC rates for former WEHI members

    This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

  • Options for grandfathered DBD members at risk of exceeding the concessional contributions cap

    This fact sheet is for DBD members who joined prior to 12 May 2009 and have not lost grandfathering arrangements. It explains the options available to those at risk of exceeding their concessional contributions cap.

  • Options for non-grandfathered DBD members at risk of exceeding the concessional contributions cap

    This fact sheet is for DBD members who joined after 12 May 2009. It explains the options available to those at risk of exceeding their concessional contributions cap.

  • About leaving service benefits

    For members who joined the DBD before 1 January 2015, this fact sheet explains how leaving service benefits will be calculated.

  • Temporary allowance fact sheet

    This fact sheet provides information on temporary allowances and clarifies how allowances commencing on or after 18 April 2015 are treated.

  • About inbuilt benefits

    For eligible members who joined the DBD before 1 January 2015, this fact sheet explains how inbuilt benefits will be calculated.

  • DBD explained

    UniSuper’s Defined Benefit Division explained summarises how the DBD works. It covers membership advantages and risks.

  • What happens to my super if my salary is reduced?

    This fact sheet explains how a reduction in salary could affect your benefits and some options to consider.

  • Understanding your DBD if you purchased additional benefit service

    This fact sheet is for DBD members who purchased additional benefit service prior to 1 July 1998.

  • How your defined benefit is affected after a partial withdrawal

    This fact sheet explains how a partial withdrawal affects the calculation of your defined benefit component.

Family Law (1)

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  • Super and family law

    This fact sheet explains how super is generally treated under family law, particularly when it comes to super splitting, Court Orders and Superannuation Agreements.

Insurance (11)

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  • Electing to keep your insurance cover form

    Use this form to 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.

  • Changing your insurance cover

    Use this form to cancel (opt out of) or decrease your Death, Total and Permanent Disablement (TPD) and/or Income Protection (IP) cover. You can also use this form to apply to increase your waiting period or decrease your IP benefit period.

  • Terminal medical condition benefit

    This fact sheet explains how to claim a terminal medical condition benefit if you have a terminal illness or injury.

  • Inbuilt terminal medical condition benefit

    This fact sheet explains how to claim an inbuilt terminal medical condition benefit if you have a terminal illness or injury.

  • Inbuilt temporary incapacity benefits for DBD members

    This fact sheet provides information about the temporary incapacity benefit available to DBD members and explains how to make a claim for a temporary incapacity benefit claim.

  • Inbuilt disablement benefits for DBD members

    This fact sheet provides information about disablement benefits available for Defined Benefit Division members and how to make a disablement benefit claim.

  • Fixed insurance cover fact sheet and form

    This fact sheet provides information about converting unitised Death and Total and Permanent Disablement (TPD), Death-only or TPD-only insurance cover to fixed cover. It also includes the relevant Fixed insurance cover application form.

  • Life Events/Salary Increase cover fact sheet and form

    This fact sheet provides information about Life Events insurance cover and Salary Increase cover available through our Insurer TAL Life Limited. It also includes the relevant Life events insurance cover and Salary Increase cover application form.

  • Transfer of insurance cover form

    Use this form to transfer existing insurance cover from a previous superannuation arrangement across to your UniSuper membership.

  • Application for additional default cover

    Use this form to apply for additional default insurance for DBD, Accumulation 1 and Accumulation 2 members.

  • Application for additional default cover (Personal Account)

    Use this form to apply for additional default insurance for Personal Account members

Investments (2)

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Leaving your employer (2)

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  • Your super when you leave your job

    This brochure highlights the benefits of remaining a UniSuper member even if you’re leaving the higher education sector, how you can remain a member and the relevant forms you may need to complete.

  • Super Choice - Fund nomination form

    This form contains everything you need to nominate UniSuper as your fund of choice. Complete and return the form to your new employer—you’ll just need to include your contact details and UniSuper member number. All the information your employer needs about us is included in the form.

Managing your super (7)

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  • Change of details form - super members

    Complete this form if you want to update your personal details or make or change your preferred beneficiary nomination.

  • Tax file number collection form

    Use this form to notify us of your tax file number.

  • Your guide to proof of identity fact sheet

    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.

  • Combine my super (full rollover) form

    Complete this form to arrange the rollover of your super from a previous fund to your UniSuper account.

  • Third party authority form

    Complete this authority form to authorise a person and/or nominated party to access details regarding a member's UniSuper account/s.

  • Application for reclassification or refund of contributions form

    Use this form if your contribution has been classified incorrectly or was paid in error.

  • Inactive low balance form

    Use this form if you have an inactive low-balance account and want to stay with UniSuper.

Nominating beneficiaries (1)

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  • Binding death benefit nomination form

    Complete this form to make, update or cancel a Binding Death Benefit nomination. You can fill this form out online before printing and signing.

Pensions and payments (8)

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  • Change of details form - pension members

    Complete this form if you want update your personal details or financial account details. If you’re a Flexi Pension or Term Allocated Pension member, use this form to change the amount of your pension payments, change the frequency of your pension payments, change your pension drawdown method or make or change your non-binding beneficiary nomination.

  • Change bank account details

    Use this form to add, remove or update the bank account your pension is paid to.

  • Reversionary beneficiary fact sheet and form

    This fact sheet explains the rules that apply to reversionary beneficiary nominations for Flexi Pension members. It also includes the relevant Adding or removing a reversionary beneficiary form.

  • How Defined Benefit Indexed Pensions are calculated fact sheet

    This fact sheet is for DBD members who are eligible to open a Defined Benefit Indexed Pension and explains how the pension is calculated at age 65 under Division A and B of the DBD.

  • Transfer your Flexi Pension to a super account

    This fact sheet is for Flexi Pension members wanting to close their Flexi Pension and transfer the balance to a super account, or transfer part of their Flexi Pension account balance to a super account (generally not applicable to Flexi Pensions taken under Transition to Retirement (TTR) rules).

  • Flexi Pension - Annual pension payment election form

    Use this form to nominate your annual Flexi Pension payment and/or change the payment frequency.

  • Flexi Pension (TTR) - Annual pension payment election form

    Use this form to nominate your annual TTR Flexi Pension payment and/or change the payment frequency.

  • Term Allocated Pension - Annual pension payment election form

    Use this form to nominate your annual Term Allocated Pension payment and/or change the payment frequency.

Planning for retirement (1)

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  • Transition to retirement

    This fact sheet explains how to open a Flexi Pension account and the eligibility requirements under the transition to retirement rules.