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From nominating a beneficiary to managing your insurance, we can help you find what you need.

Super
Retirement
Insurance
For Employers

Most popular

Complete our most popular forms through your online account.

Set up online account

Manage your investment choices

Investment choice form – super • PDF, 568 KB

Change how your current balance, future contributions or rollovers are invested in your super account.

Complete online

Change your personal details

Change of details form – super • PDF, 671 KB

Update personal details such as your mobile number, email, address or tax file number.

Complete online

Withdraw your super

Super withdrawal form • PDF, 782 KB

If you are eligible, apply to withdraw all or part of your super.

Complete online

Claim a tax deduction on after-tax contributions

Notice of intent to claim or vary tax deduction form • PDF, 946 KB

Let us know if you’re planning to claim a tax deduction on your after-tax contributions to UniSuper or want to change a previous notice.

Complete online

Nominate a binding beneficiary

Binding death nomination form • PDF, 214 KB

Choose a beneficiary to receive your death benefits. Non-lapsing binding nominations can now be completed online, while lapsing binding nominations must be submitted via paper form.

Complete online

Combine your super

Combine your super form • PDF, 550 KB

Transfer/rollover your entire super balance from another fund to your UniSuper account.

Complete online

Nominate UniSuper as your super fund

Super choice – Fund nomination form • PDF, 549 KB

Inform your employer where to pay your super and get a Trustee Compliance Letter.

Complete online

Find by topic

Some forms can be completed quickly online. Others need to be downloaded as a PDF, then submitted using our upload document tool.

Upload document

Access your super

Withdraw your super on compassionate grounds
Compassionate grounds form • PDF, 653 KB
Apply to withdraw your super on compassionate grounds to cover specific expenses for you or your dependant.
Download

Withdraw your super due to financial hardship
Financial hardship form • PDF, 764 KB
Apply to withdraw your super early if you’re experiencing severe financial hardship.
Complete online

Withdraw your super
Super withdrawal form • PDF, 782 KB
If you are eligible, apply to withdraw all or part of your super.
Complete online

Request family law information
Family law information request form • PDF, 544 KB
Seek information about a superannuation interest under the Family Law Act 1975.
Download
Account

Change your personal details
Change of details form – super • PDF, 671 KB
Update personal details such as your mobile number, email, address or tax file number.
Complete online

Third party authority form
Third party authority form • PDF, 548 KB
Authorise a person or party to access your super account details.
Complete online
Beneficiaries

Nominate a binding beneficiary
Binding death nomination form • PDF, 214 KB
Choose a beneficiary to receive your death benefits. Non-lapsing binding nominations can now be completed online, while lapsing binding nominations must be submitted via paper form.
Complete online
Contributions

Make an after-tax voluntary contribution by cheque
After-tax voluntary contribution form • PDF, 541 KB
Use a cheque to make an after-tax voluntary super contribution.
Download

Change default member contributions
Default member contributions form • PDF, 647 KB
Change your default member contributions (previously known as contribution flexibility).
Download

Claim a tax deduction on after-tax contributions
Notice of intent to claim or vary tax deduction form • PDF, 946 KB
Let us know if you’re planning to claim a tax deduction on your after-tax contributions to UniSuper or want to change a previous notice.
Complete online

Contribute to your spouse’s super
Spouse contribution form • PDF, 532 KB
Make a contribution to your spouse's accumulation super account.
Download

Split contributions with your spouse
Contribution splitting form • PDF, 596 KB
Apply to split super contributions with your spouse.
Download
Default options

Change your Accumulation 1 default options
Changing your default options form – Accumulation 1 • PDF, 655 KB
Update the default investment and insurance options on your Accumulation 1 account.
Complete online

Change your Defined Benefit Division (DBD)/Accumulation 2 default options
Changing your default options form – DBD/Accumulation 2 • PDF, 642 KB
Update the default investment options on your DBD or Accumulation 2 account or insurance options on a DBD account.
Complete online
Defined Benefit Division

Opt into the Defined Benefit Division
Opt in the Defined Benefit Division form • PDF, 571 KB
Use this form if you’re considering a DBD membership.
Download

Transfer from DBD to Accumulation 2
Transfer from DBD to Accumulation 2 form • PDF, 660 KB
Use this form to transfer your super from the Defined Benefit Division to Accumulation 2.
Download
Fund nomination

Keep your low-balance account active
Inactive low balance form • PDF, 515 KB
Stay with UniSuper if you have an inactive, low balance account.
Download

Nominate UniSuper as your super fund
Super choice – Fund nomination form • PDF, 549 KB
Inform your employer where to pay your super and get a Trustee Compliance Letter.
Complete online

Download a Trustee Compliance letter
Trustee Compliance letter form • PDF, 46 KB
Your other super fund may ask for this letter when you roll over to UniSuper.
Download
Investments

Manage your investment choices
Investment choice form – super • PDF, 568 KB
Change how your current balance, future contributions or rollovers are invested in your super account.
Complete online
Roll over or transfer your super

Combine your super
Combine your super form • PDF, 550 KB
Transfer/rollover your entire super balance from another fund to your UniSuper account.
Complete online

Transfer your super to KiwiSaver
Transfer your super to KiwiSaver form • PDF, 649 KB
For New Zealand residents, you may transfer your super to a KiwiSaver scheme provider.
Download

Roll over to another fund
Portability and rollover form • PDF, 648 KB
Roll over all or part of your UniSuper account to another complying super fund, including self-managed super funds (SMSFs).
Download

Most popular

Complete our most popular forms through your online account.

Set up online account

Manage your investment choices

Investment choice form – pension • PDF, 539 KB

Change how your balance is invested in your pension account.

Complete online

Change your personal details or pension payments

Change of details form – pension • PDF, 718 KB

Update personal details such as your mobile number, email, address and tax file number or your pension payment options.

Complete online

Withdraw your Flexi Pension

Flexi Pension withdrawal form • PDF, 567 KB

Make a full or partial withdrawal from your Flexi Pension account.

Complete online

Change your bank account details

Change of bank account details form – pension • PDF, 526 KB

Add, remove or update the bank account where your pension is paid.

Complete online

Nominate a binding beneficiary

Binding death nomination form • PDF, 214 KB

Choose a beneficiary to receive your death benefits. Non-lapsing binding nominations can now be completed online, while lapsing binding nominations must be submitted via paper form.

Complete online

Find by topic

Some forms can be completed quickly online. Others need to be downloaded as a PDF, then submitted using our upload document tool.

Upload document

Access your pension

Withdraw your Flexi Pension
Flexi Pension withdrawal form • PDF, 567 KB
Make a full or partial withdrawal from your Flexi Pension account.
Complete online
Account

Change your personal details or pension payments
Change of details form – pension • PDF, 718 KB
Update personal details such as your mobile number, email, address and tax file number or your pension payment options.
Complete online

Change your bank account details
Change of bank account details form – pension • PDF, 526 KB
Add, remove or update the bank account where your pension is paid.
Complete online

Third party authority form
Third party authority form • PDF, 548 KB
Authorise a person or party to access your super account details.
Complete online
Beneficiaries

Nominate a binding beneficiary
Binding death nomination form • PDF, 214 KB
Choose a beneficiary to receive your death benefits. Non-lapsing binding nominations can now be completed online, while lapsing binding nominations must be submitted via paper form.
Complete online

Nominate a reversionary beneficiary
Reversionary beneficiary form • PDF, 642 KB
Add or remove a reversionary beneficiary if you're a Flexi Pension member.
Download
Investments

Manage your investment choices
Investment choice form – pension • PDF, 539 KB
Change how your balance is invested in your pension account.
Complete online
Roll over or transfer your pension

Rollover your Flexi Pension
Rollover your Flexi Pension form • PDF, 570 KB
Rollover all or part of your Flexi Pension account to another complying super fund.
Download

Transfer your Flexi Pension to a super account
Transfer Flexi Pension to super form • PDF, 551 KB
Transfer all or some of your Flexi Pension account to a super account.
Download

Most popular

Complete our most popular forms through your online account.

Set up online account

Apply for cover

Application for insurance form • PDF, 747 KB

Apply for new cover or increase existing insurance cover.

Complete online

Change your insurance cover

Change insurance cover form • PDF, 588 KB

Cancel or decrease your insurance cover, or apply to increase your Income Protection waiting period or decrease your benefit period.

Complete online

Transfer your cover

Transfer insurance cover form • PDF, 610 KB

Transfer insurance from another super fund or provider to UniSuper including Death cover, Total and Permanent Disablement cover, and Income Protection cover.

Complete online

Find by topic

Some forms can be completed quickly online. Others need to be downloaded as a PDF, then submitted using our upload document tool.

Upload document

Apply for insurance

Apply for cover
Application for insurance form • PDF, 747 KB
Apply for new cover or increase existing insurance cover.
Complete online

Top up your cover
Application for additional default insurance form • PDF, 554 KB
If you’re a DBD or Accumulation 1 member, apply for additional default insurance within 180 days of your cover starting.
Download
Manage insurance

Change your insurance cover
Change insurance cover form • PDF, 588 KB
Cancel or decrease your insurance cover, or apply to increase your Income Protection waiting period or decrease your benefit period.
Complete online

Convert between fixed and unitised cover
Fixed insurance cover form • PDF, 544 KB
Convert your Death or Total and Permanent Disability cover between unitised and fixed cover.
Complete online

Update your occupation classification
Occupational rating update form • PDF, 552 KB
Update your occupation rating if you're a Personal Account member.
Complete online

Elect to keep your insurance cover
Keep your insurance cover form • PDF, 527 KB
Let us know if you don’t want your cover cancelled when your account balance is below $6,000 or you’re not making regular contributions.
Complete online

Reinstate your cover
Insurance cover reinstatement form • PDF, 567 KB
If your cover was cancelled, apply to reinstate it within 90 days of it ending.
Complete online

Increase your cover after a life event
Life Events cover form • PDF, 669 KB
Apply to increase Death, TPD and/or Income Protection cover after a life event like having a child or a salary increase.
Download
Transfer insurance

Transfer your cover
Transfer insurance cover form • PDF, 610 KB
Transfer insurance from another super fund or provider to UniSuper including Death cover, Total and Permanent Disablement cover, and Income Protection cover.
Complete online

All forms

Use these forms to help manage your super obligations to your employees. You will need to download the form as a PDF, then submit it using our document upload tool.

Upload documents

Reclassify or refund contributions

Application form for the reclassification or refund of contributions form • PDF, 625 KB

Use this form and fact sheet if you or your employer/clearing house have incorrectly classified a contribution.

Download

Exception clearance guide

Exception clearance guide • PDF, 607KB

Use this guide if you're an employer who has made a contribution to UniSuper and received a notification of error.

Download

Nominate EFT details for refunds

Nomination of EFT details for refunds form • PDF, 529 KB

Nominate the financial institution to which UniSuper will refund money.