Rollover tool

Before we begin, do you have the following?

Your UniSuper member number
Your Tax File Number
Details of your other funds

Remember to check whether your other funds charge exit fees and if any benefits like insurance will be affected.

These fields have been made mandatory for the purposes of collecting all the relevant details to allow us to communicate with you about this form and other services. Any information you provide is treated in strict confidence and in accordance with UniSuper’s Privacy Policy.

1 Your details Edit

Let's start with some personal details

Title

Given name

Surname

Date of birth

How can we identify you?

UniSuper member number

Tax File Number Why do we collect your TFN?

I consent to UniSuper using my TFN to access the ATO’s SuperMatch service to search for other super in my name.

How can we get in touch with you?

Phone number (include area code)

Residential address

Suburb/Town

Postcode

State

Country (if not Australia)

My postal address is different to my residential address.

Postal address

Suburb/Town

Postcode

State

Country (if not Australia)

2 Other fund details Edit

Fund to rollover

Start typing to select your fund name I can't see my fund

Your membership number

Previous Fund Name

Your membership number

Fund Type

Fund address

Suburb/Town

Postcode

State

Please provide two of the following:

ABN

Unique Super Identifier (USI)

Fund Product

- Remove fund

+ Add another fund

3 Sign and return forms Edit

Congratulations, you're nearly finished!

All you need to do now is download and save your form(s) which include the details you have submitted in the last two steps. Then you can print your form(s) and send a paper copy to UniSuper.

Step 1: Download and Save

Step 2: Print, sign and send your form(s)

Print and sign your form(s) and return to Unisuper:

UniSuper
Level 1, 385 Bourke Street,
Melbourne VIC 3000

If you have provided UniSuper with your Tax File Number (TFN) we will pass it on to the transferring fund and as a consequence the fund may be able to process your rollover request without additional proof of identity.

If your TFN cannot be validated, you will need to provide us or the transferring fund with certified copies of proof of identity.

If I have not supplied my TFN, how do I certify my ID?

Read Your guide to proof of identity to find out.

This tool is prepared by UniSuper Management Pty Ltd on behalf of UniSuper Limited, the trustee of UniSuper. This information is of a general nature only and does not take into account your individual circumstances, financial situation or needs. You should be aware of any exit or withdrawal fees that might apply in your other funds and whether any benefits such as insurance cover might cease if you transfer your super. Read our Privacy Policy.