Summary:
Find all of our Superannuation forms here.
Unsure of which form to use? just call us and we'll let you know.
Suncorp WealthSmart forms
Please send the completed form to:
Suncorp WealthSmart
GPO Box 2585
Brisbane QLD 4001
Or fax to: 1300 172 693
| Additional investment form | Use this form to make an additional investment to your Suncorp WealthSmart account. |
| Application to update smoking status | Use this form to tell us that you have stopped smoking and change your smoking status. |
| Authorised representative form | Use this form to appoint another person or entity with the legal capacity as your authorised representative. |
| Change of adviser form | Use this form to change the advisor on your Suncorp WealthSmart account. |
| Change of details form | Use this form to change your name, contact details, method of receiving your annual report, your pension payment bank account details, or to provide your tax file number. |
| Child pension details form | Use this form if you’d like to nominate either part or all of your death benefit to be paid out as a child pension to one or more of your children under age 18. |
| Contribution splitting application form | Use this form to split your super contributions to your spouse. |
| Death claim form | Use this form to notify us of the death of a Suncorp WealthSmart member. |
| Deposit slips form | Use to form when making contributions into your account at a Suncorp branch. |
| Direct Debit Request form |
Use this form to set up a regular contribution plan, or change your nominated bank account. |
| Insurance application form | Use this form to apply for Death, Total and Permanent Disablement (TPD) or Income Protection insurance cover. |
| Investment change form | Use this form to change your existing or future investment strategy, or both, or to change your pension payment strategy. |
| Letter of compliance | This letter confirms that your Suncorp fund is a complying superannuation fund. |
| Lifestyle event insurance form | Use this form to apply for the Lifestyle Event Cover option. |
| Non-lapsing death benefit nomination form | Use this form to nominate who you’d like to receive your superannuation benefits upon your death. |
| Proof of identity form | Use this form to complete the proof of identity requirements. You don’t need to complete this form if you’ve completed the ’Proof of identity’ section in the withdrawal form. |
| Reinstatement of Income Protection after leaving employer form | Use this form to reinstate your Income Protection cover attached to your Suncorp WealthSmart Business Super account, after leaving your employer |
| s290-170 Notice of intent to deduct | Use this form if you wish to claim a tax deduction for your personal contributions. |
| Severe financial hardship form | Use this form to request to release superannuation monies on the grounds of severe financial hardship. |
| Standard choice form – Suncorp WealthSmart Business Super | Use this form to have your employer direct SG contributions into your Suncorp WealthSmart Business Super account. |
| Standard choice form – Suncorp WealthSmart Personal Super | Use this form to have your employer direct SG contributions into your Suncorp WealthSmart Personal Super account. |
| Super rollover form | Use this form to consolidate all your other super funds into your Suncorp WealthSmart account. |
| Withdrawal form – Super | Use this form to make a cash withdrawal from your account or transfer to another super fund. |
| Withdrawal form – Pension | Use this form to make a cash withdrawal from your account or transfer to another super fund. |
Suncorp Employee Superannuation Plan Forms
If you’re not sure what form you need, give us a call on 1800 652 489.
Please send the completed form to:
Suncorp Employee Superannuation Plan
GPO Box 2585 (IPC: LS004)
Brisbane QLD 4001
| Additional investment form | Use this form to make an additional investment to your Suncorp Employee Superannuation Plan account. |
| Authorised representative form | Use this form to appoint another person or entity with the legal capacity as your authorised representative. |
| Cancellation of insurance form | Use this form to cancel your insurance cover under the Suncorp Employee Superannuation Plan. |
| Change of details form | Use this form to change your name, contact details, method of receiving communications from us, your occupation status or to provide your tax file number. |
| Child pension details form | Use this form if you'd like to nominate either part or all of your death benefit to be paid out as a child pension to one or more of your children under age 18. |
| Confirmation of insurance after leaving form | Use this form to confirm your insurance arrangements after leaving employment with the Suncorp Group or associated employer. |
| Contribution splitting application form | Use this form to split your super contributions to your spouse. |
| Death claim form | Use this form to notify us of the death of a Suncorp Employee Superannuation Plan member. |
| Deposit slips form | Use this form when making contributions into your Suncorp Employee Superannuation Plan account at a Suncorp branch. |
| Direct Debit Request form | Use this form to set up a regular contribution plan, or change your nominated bank account. |
| Family account application form | Use this form to open a family account which will be linked to a current member's account in the Suncorp Employee Superannuation Plan. |
| Insurance application form | Use this form to apply for Death, Total and Permanent Disablement (TPD) or Income Protection insurance cover in the Suncorp Employee Superannuation Plan. |
| Investment change form | Use this form to change your existing or future investment strategy, or both. |
| Letter of compliance | This letter confirms that your Suncorp fund is a complying superannuation fund. |
| Non-lapsing death benefit nomination form | Use this form to nominate who you'd like to receive your superannuation benefits upon your death. |
| s290-170 Notice of intent to deduct form | Use this form if you wish to claim a tax deduction for your personal contributions. |
| Severe financial hardship request form | Use this form to request to release superannuation monies on the grounds of severe financial hardship. |
| Standard choice form | Use this form to have your employer direct SG contributions into your Suncorp Employee Superannuation Plan account. |
| Super rollover form | Use this form to consolidate all your other super funds into your Suncorp Employee Superannuation Plan account. |
| Super withdrawal form | Use this form to make a cash withdrawal from your account or transfer to another super fund. |
