Super Forms

Application Form (Online)

Complete this form to become a member of the Future Super fund. Alternatively, you can contact us for a copy of our paper application form.

General Compliance Certificate

Send this to your employer if they need a letter confirming that we’re a complying fund that will accept employer contributions.

Rollover Form

Complete this form if you are already a member of the Future Super fund, and would like to rollover some money from another super fund into your Future Super account.

Please note: If you rollover your entire balance, your other super account will automatically be closed, and any insurance attached to your account will be cancelled. You will no longer be able to file a notice of intent to claim or vary a deduction for any personal super contributions made to your other account once it is exited.

Standard Choice Form

You can use this form to ask your employer to pay your super contributions into your Future Super account. We’ve pre-filled this version with Future Super’s details to make things faster for you.

Alternative Contribution Form

Complete this form if you are intending to make a spouse, child or downsizer contribution to your account.

Life Insurance Application Form

Complete this form if you would like to access death, total permanent disablement, or income protection insurance through your Future Super account. Please contact us for a quote.

Life Insurance Transfer Form

Complete this form if you would like to transfer your current insurance coverage from another fund to your Future Super account. Please note that insurance cover transferred from another provider will be subject to premiums set by AIA Australia. Please contact us for a quote.

Non-Binding Nomination of Beneficiaries Form

Complete this form to nominate who you would like to receive the funds in your Future Super account in the case of your death.

The Trustee must consider your nomination but is not bound to follow it. The Trustee has the discretion to pay to any one or more of your dependants or your Legal Personal Representative.

Binding Nomination of Beneficiaries Form

Complete this form to nominate who will receive the funds in your Future Super account in the case of your death.

Please note that due to the legally binding nature of this document, it must comply with strict requirements to be applied as a Binding Non-Lapsing Nomination. Please read the information contained in the form carefully to ensure your nomination is valid.

In particular, please adhere to the following:

  • You (member) sign the form in the presence of two witnesses who also sign the form on the same day.
  • The form should be completed consistently with the same pen and handwriting.
  • You can make a correction on the form without invalidating it as long as all corrections are made clearly (i.e. it’s clear which information is the correction).
  • If you do make a correction, you must write your initials and the date of the correction beside it, and both of your witnesses must also add their initials and the correction date.

Withdrawal Form

Application for Early Release of Super due to Permanent Incapacity Form

Complete this form if you would like to access all or some of your super money as you are unable to work due to a medical condition.

Change of Details Form

Complete this form to update your personal details with Future Super.

Contribution Splitting Form

Complete this form to split your superannuation contributions with your spouse.

Application for Early Release of Super due to Terminal Illness Form

Complete this form if you are intending to make a withdrawal from your Future Super account on the grounds of terminal illness release.

Application for Payment of a Death Benefit Form

Complete this form if you are a dependant of a deceased member of Future Super and would like to make a claim for a death benefit.

Third Party Authority Form

Complete this form if you would like a Third Party to have access to your account details and information. The TPA form must have the member’s wet ink signature (signed with a pen) and/or be sent with a certified copy of the member’s photo ID.

Certified ID Fact Sheet

Use this Fact Sheet to understand the types of documents that we can accept as proof of your identity and what you need to do to ensure that they are certified correctly.

Early Release Due to Financial Hardship Fact Sheet

To access some or all of your super due to severe financial hardship, please read this information carefully.

Pension Documents and Forms

Application Form

If you wish to apply for an account-based pension with Future Super, please fill out this form.

Product Disclosure Statement

Contains all the important information needed to make an informed decision about joining the Future Super Pension Plan.

Financial Services Guide

Contains important information about who we are and your rights as a client.

Rollover Form

You can make a transfer from another super fund before you commence taking income payments from your Future Super Pension Plan. The best way to do this is by providing your rollover details on the online pension application form. You can also do this by completing the Rollover Form. Once you are receiving an income from your Future Super Pension Plan, you are unable to make additional rollovers to your account.

Please note: If you rollover your entire balance, your other super account will automatically be closed, and any insurance attached to your account will be cancelled. You will no longer be able to file a notice of intent to claim or vary a deduction for any personal super contributions made to your other account once it is exited.

Pension Plan Target Market Determination

Identifies the target market for the Future Super Pension Plan.

Binding Nomination of Beneficiaries Form

Complete this form to inform the trustee about who you would like to receive the money in your Future Super account in the case of your death.

Withdrawal Form

Complete this form if you would like to withdraw funds from your account. If the form is not completed correctly, or information is missing, this may delay your withdrawal - so we ask that you read the requirements in the form and fill it out carefully to help us process your request as quickly as possible.

Change of Details Form

Complete this form to update your personal details with Future Super.