Forms for all members
Forms for all Personal, Employer Sponsored, and Superannuation Income Stream members of Prime Super.
Non-Residents departing Australia – How to claim your superannuation
Information for non residents leaving Australia on how to claim superannuation paid on their behalf while they were working in Australia.
Member personal details change form
For members to complete whenever their personal details change.
Provision of Financial Planning Advice
Complete this form when wishing to seek financial planning advice.
Tax file number collection form
For Members to update their taxation details.
Contributions Splitting Application
This is a link that will take you the the ATO web site. You will be able to download the ATO contributions Splitting Application.
Capital Gains Tax Cap Election Form
This is a link that will take you the the ATO web site. You will be able to download the ATO Capital Gains Tax Cap Election Form.
Who should complete this election?
You should complete this election if contributions have been made to your super, during the financial year from the disposal of certain small business assets, and you:
- want to exclude these contributions from the non-concessional contributions cap, and
- have not reached your $1 million CGT cap amount - this amount is indexed on an annual basis and rounded down to the nearest $5,000.
Personal & Employer Sponsored Member Forms
Forms for existing and potential members of Prime Super (excluding Superannuation Income Stream members).
Choice of superannuation fund - standard choice form
You can choose the superannuation fund or retirement savings account (referred to below as superannuation funds) to which your employer will make future superannuation guarantee contributions (9%). Give your employer details of your chosen fund by completing Part B of this form or by a written statement including the necessary information. This information may be provided by your chosen fund.
Insurance application and personal statement
Use this form if you are varying your Total & Permanent Disability Cover or if you are applying for Income Protection Cover.
Investment switch application form - Accumulation member
Use this form to alter your investment choice for future contributions or for the existing balance of your Member
Account.
Member application
Please complete this form to apply to become a personal member of the Fund.
MetLife short form health statement
Complete this form if you are applying for Death & TPD Cover of $300,000 or less.
MetLife short form occupation statement
Unless a Short Form Occupation Statement
is provided, default insurance is provided at
standard rates. White collar employees can
apply at any time to be covered under white
collar rates, which provides a higher benefit
at no additional cost.
Nomination of beneficiary
Use this form to nominate your preferred
beneficiary or beneficiaries. These are the
people who you would prefer to receive your
Death Benefit should you die while a
member of the Fund.
Personal Contributions by EFT - Internet Banking Only
Complete this form when making a Personal Contribution via Electronic Funds Transfer.
Rollover your Super form
Complete this form if you want to roll over your super benefits from other funds into Prime Super. A separate form
must be completed for each old fund from which you wish to roll over benefits into your Prime Super account.
Superannuation Income Stream Forms
“Superannuation Income Stream” is a new
term used by the Government to describe
some investment products that pay regular
income to members, including Allocated
Pensions. These forms are for existing and potential Income Stream members.
Income Streams Investment Switch
Use this form to alter your investment choice for the balance of your Income Stream
Member Account.
Income Streams Member application
Please complete this form to apply to join the Prime Super Allocated Income Stream or Non Commutable Allocated Income Stream.
Income Streams Nomination of Beneficiary
Use this form to nominate your preferred
beneficiary or beneficiaries for your Income Stream Member Account. These are the
people who you would prefer to receive your
Death Benefit should you die while a
member of the Fund.
Income Streams Rollover your Super form
Complete this form if
you have superannuation in other funds and you want it transferred to your Member Account. This form authorises Prime
Super to approach your other superannuation fund(s) to arrange for the transfer of your other account(s) to your Member
Account with Prime Super. If you are a member of Prime Super, you must
complete a separate Rollover Application form for each institution that is rolling money
into your Account with Prime Super in preparation for commencing your Income stream
Account.
Income Streams Investment switch application form
Use this form to alter your investment choice for future contributions to your Member Account.
Can’t find the form you’re after?
If you are looking for any member forms not available on this page, the form you’re after may be contained within the Product Disclosure Statement for your superannuation category.
If you’ve already looked in the Product Disclosure Statement, but still can’t find the form you’re after, contact us.
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