forms and publications

• Member publications
• Member forms
• Employer publications and forms

Member forms

About your membership

- Member handbook (PDS) - Superannuation

(Please note - the pds is currently being updated and is expected to be be available again in early February) 

- Member handbook (PDS) - Pension

(Please note - the pds is currently being updated and is expected to be be available again in early February)

- Member application form

- Pension application form

- Nominate legalsuper as fund of choice (please give this form to your employer)

- Change personal details (Superannuation) 

- Switch investment choice

- Change personal details (Pension)

- Lodge Tax File Number

- Update beneficiary details

- Letter of compliance (often requested when you choose legalsuper or transfer an old super fund to legalsuper)

- Employment questionaire for members aged 65-74

- ASX 200 Shares Investment Choice

- Corporate Member Application

- Pension Claim Form

Consolidating super/Making extra contributions

- Transfer other super into legalsuper 

- Make voluntary contributions

- Salary sacrifice into legalsuper

- Pay a lump sum into legalsuper 

- Make a tax deductible contribution into legalsuper for the 2010/2011 financial year

- Direct debit payments into legalsuper

- Make a payment for my spouse 

- Split my contributions with my spouse

- Make a Capital Gains Tax Exempt contribution

Insurance

- Apply for Death, TPD  and/or Salary Continuance insurance

- Application to convert between unitised and fixed cover

- Life Events Application Form

- Insurance roll-in form

- Personal Health Statement

- Special offer to increase insurance (existing members at 31 July 2011 - note this offer expires 31 January 2012)

- Special offer to increase insurance (new members from 1 August 2011)