Superannuation Administration Forms

Complete relevant form/s and return to: Wealth Administration Centre (LS004) GPO Box 1453 Brisbane QLD 4001 Or fax to: (07) 3002 3259

Administration Forms for Easy Super Personal Superannuation

Form Name Description
Rollover Authorisation Form - Personal Super (PDF 29k) Use this form to rollover money from another superannuation fund to your existing Suncorp Easy Super Personal Superannuation account.
Change of Options Form - Personal Super (PDF 69k) Use this form to instruct us to change your Easy Super Personal Superannuation account.
Personal Health Statement (PDF 51k) Use this form when applying for insurance cover under Easy Super Personal Superannuation.
Direct Debit Request (PDF 51k) Use this form if you wish us to direct debit another account to make contributions into your Easy Super Personal Superannuation account.
Death Benefit Nomination Form (PDF 32k) Use this form to make, amend, confirm or revoke binding death benefit nominations and non-binding death benefit nominations.
Issuer Fee Discount Form (PDF 24k) Use this form to link multiple or spouse accounts for the purpose of combining account balances to reduce the issuer fee payable.
Withdrawal Form (PDF 74k) Use this form if you wish to request a withdrawal from your Easy Super Personal Superannuation account.
Deposit Slips (PDF 83k) Use these slips to make deposits into your Easy Super account.
Complying Fund Letter (PDF 31k) Send this letter to your employer if you wish them to make superannuation contributions into your Suncorp Easy Super Personal Superannuation account.

Administration Forms for Easy Super Pension and Term Allocated Pension

Form Name Description
Rollover Authorisation Form – Pensions (PDF 29k) Use this form to rollover money from another superannuation fund to Suncorp Easy Super Pension or Term Allocated Pension when you are establishing your account.
Pension Alteration Form (PDF 56k) Use this form to alter pension payments for an existing pension.
Change of Options Form - Pensions (PDF 52k) Use this form to instruct us to change your Easy Super Pension account.
Issuer Fee Discount Form (PDF 28k) Use this form to link multiple or spouse accounts for the purpose of combining account balances to reduce the issuer fee payable.
Death Benefit Nomination Form - Pensions (PDF 39k) Use this form to make, amend, confirm or revoke binding death benefit nominations and non-binding death benefit nominations.
Withdrawal Form (PDF 38k) Use this form if you wish to request a withdrawal from your Easy Super Pension account.

Administration Forms for Employees of Easy Super Employer Sponsored plans which commenced prior to 24 June 2002

Form Name Description
Rollover Authorisation Form - Employees (PDF 28k) Use this form to rollover money from another superannuation fund to Suncorp Easy Super Employer Sponsored.
Change of Options Form - Employees (PDF 62k) Use this form to instruct us to change your Easy Super Employer Sponsored account.
Personal Health Statement (PDF 52k) Use this form when applying for insurance cover under Easy Super Employer Sponsored.
Direct Debit Request (PDF 51k) Use this form if you wish us to direct debit another account to make contributions into your Easy Super Employer Sponsored account.
Death Benefit Nomination Form (PDF 39k) Use this form to make, amend, confirm or revoke binding death benefit nominations and non-binding death benefit nominations.
Deposit Slips (PDF 48k) Use these slips to make deposits into your Easy Super account.
Withdrawal Form (PDF 74k) Use this form if you wish to request a withdrawal from your Easy Super Employer Sponsored account.

Administration Forms for Employees of Easy Super Employer Sponsored plans which commenced after 24 June 2002

Form Name Description
Rollover Authorisation Form - Employees (PDF 30k) Use this form to rollover money from another superannuation fund to Suncorp Easy Super Employer Sponsored.
Change of Options Form - Employees (PDF 68k) Use this form to instruct us to change your Easy Super Employer Sponsored account.
Personal Health Statement (PDF 52k) Use this form when applying for insurance cover under Easy Super Employer Sponsored.
Direct Debit Request (PDF 51k) Use this form if you wish us to direct debit another account to make contributions into your Easy Super Employer Sponsored account.
Death Benefit Nomination Form (PDF 39k) Use this form to make, amend, confirm or revoke binding death benefit nominations and non-binding death benefit nominations.
Application for Spouse Membership (PDF 74k) Use this form to apply for your spouse to join Easy Super Employer Sponsored.
Deposit Slips (PDF 48k) Use these slips to make deposits into your Easy Super account.
Withdrawal Form (PDF 74k) Use this form if you wish to request a withdrawal from your Easy Super Employer Sponsored account.

Administration Forms for Employers of Easy Super Employer Sponsored plans

Form Name Description
Employee Membership Application (PDF 41k) Use this form to add new employees to the Suncorp Easy Super Employer Sponsored plan.
Employee Contribution Sheet (PDF 85k) Use this form to submit contributions for your employees.
eSuper Application (PDF 29k) Use this form to apply to eSuper access.
Direct Debit Request - Employer (PDF 51k) Use this form if you wish us to direct debit an account to make monthly contributions to your employees' accounts.

Administration Forms for Former Metway Super members

Form Name Description
Change of Options Form (PDF 43k) Use this form to instruct us to change your Former Metway Super account.

Administration Forms for Advisers

Form Name Description
Identification Form - Individuals (PDF 242k) Please use this form when assisting individual clients with superannuation withdrawals or pension applications.
 
 
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