Here are all the forms you need to help you manage your super.
forms
Looking for vision super forms?
Some forms are not currently available to download. However, you can contact Member Care on 1300 547 873 or log into your account to complete the form online.
General forms
Choice of Fund (Including Letter of Compliance)
Where your super should be paid is your choice. From 1 November 2021, if you start a new job and you do not advise your employer of your choice of super fund by completing this form, most employers will need to check with the ATO if you have an existing super account to pay your super into.
Change of membership details
Use this form to change your membership details. For changes that don’t require certified documentation, such as contact details, you can update your details through Member Online.
Beneficiary Nomination Form
You can use this form to make a binding beneficiary nomination, revoke an existing beneficiary nomination
or make a preferred beneficiary nomination
or make a preferred beneficiary nomination
Confirmation of existing binding death benefit nomination
Use this form to confirm an existing binding death benefit nomination.
Notification of tax file number
Provide us with your TFN to keep your contributions as tax-friendly as possible.
Proof of identity
Providing proof of identity is necessary when applying for a payment, or may be requested from you when rolling money over between super funds.
Lump Sum Member Contribution
Use this form to make a one-off post-tax superannuation contribution via cheque or EFT.
If you don’t like filling out forms, you can make contributions through BPAY®, For details, log into Member Online.
Payroll Deduction Agreement
Members wishing to make additional contributions to their super from their pay should complete this form and submit it to their employer.
Rollover/transfer into Active Super
If you’d like to transfer funds from a previous super fund into your Active Super account, this is the form to use.
Application for contribution splitting
Use this form to split your concessional (pre-tax) contributions with your spouse.
Opt in to insurance cover
Use this form if you want to opt in to keep your insurance cover.
Application to Remove Five-Year Pre-Existing Condition Exclusion
For further information on removing the Five-year Pre-existing Condition Exclusion, please contact Member Services on 1300 547 873.
Reduce or cancel your insurance
Use this form to reduce or cancel your insurance cover.
Insurance transfer form
Use this form to transfer your existing Death and/or Total and Permanent Disablement or Salary Continuance insurance cover to your Active Super Accumulation Scheme account.
Life Events application form
Use this form if you wish to increase your existing Death cover, Total and Permanent Disability cover, or Salary Continuance Insurance cover upon the occurrence of a significant Life Event.
Voluntary insurance cover
Use this form to apply for or alter your voluntary insurance cover.
Occupation Classification Change
Complete this form if you currently hold Voluntary Insurance Cover within the Active Super Saver product and want to change your Occupation Classification due to a change of duties and/or income since your previous application for Voluntary Insurance Cover.
Family law – Regulation 72 Notice
Account consolidation
Active Super Saver
Investment Choice Election Form
Use this form to change your investment options.
Active Super Choice
Investment Choice Election Form
Use this form to change your investment options.
Beneficiary Nomination Form
You can use this form to:
Make a binding beneficiary nomination, which means Vision Super must pay your death benefit in accordance with your wishes (provided the nomination is valid at the time it is made)
Revoke an existing beneficiary nomination
Make a preferred beneficiary nomination, which means Vision Super will consider your wishes but can exercise its discretion about who to pay your death benefit to and how much each beneficiary receives.
Make a binding beneficiary nomination, which means Vision Super must pay your death benefit in accordance with your wishes (provided the nomination is valid at the time it is made)
Revoke an existing beneficiary nomination
Make a preferred beneficiary nomination, which means Vision Super will consider your wishes but can exercise its discretion about who to pay your death benefit to and how much each beneficiary receives.
Active Super Pension (including Transition to Retirement)
Investment Choice Election Form
Use this form to change your investment options.
Active Super Lifetime Pension
Pension Bank Account Details Form - Active Super Lifetime Pension
Active Super Retirement Scheme
Application for information under the family law act
Use this form to apply for information under the Family Law Act.
Election to reduce contribution rate due to financial hardship
Use this form if you’d like to reduce your contribution rate on the grounds of financial hardship.
Investment Choice Election Form
Use this form to change your investment options.
Transfer of contributory membership
Use this form to transfer membership to the Active Super Retirement Scheme.
Use this form if you were a contributing member of the State Authorities Superannuation Scheme (SASS); and have transferred in employment to a Local Government employer; and commenced employment with your Local Government employer within three (3) months of terminating employment with your SASS employer; and have not applied for payment, or rollover, of any part of your SASS benefits (including the Basic Benefit).
Transfer in authority from external fund
If you’d like to transfer funds from a previous super fund into your Active Super Retirement Scheme account, this is the form to use.
Active Super Defined Benefit Scheme
Application for information under the family law act
Use this form to apply for information under the Family Law Act.
can't find what you were looking for?
Email us 24/7 at hello@activesuper.com.au or call us on 1300 547 873 weekdays between 8.30am and 6.00pm. We’re here to help.
