Forms

Complete this form and return it to your employer. It will provide your employer with everything they'll need to pay your super contributions into legalsuper.

Complete this form to make a tax deductible contribution into legalsuper.

You will need to complete a separate transfer form for each fund you want to transfer into legalsuper.

Allows you to apply to make changes to your insurance cover.

Use to request legalsuper to pay your adviser's fees from your legalsuper account.

Allows you to register as an AFSL holder to receive Advice fee(s) payments and RCTI(s) following the provision of advice services to a legalsuper member(s).

Complete if you are an Employer-Sponsored insured member of legalsuper who wishes to convert your current level of death or TPD insurance between fixed/unitised cover.

Allows you to apply to make changes to your insurance cover.

Complete this form to request a benefit payment due to financial hardship.

Complete this form to request a benefit payment from your pension account.

Complete this form to request a benefit payment from your superannuation account.

When you're contributing to legalsuper and you intend to make a capital gains tax cap election.

Use when you are contributing to legalsuper and you intend to make a capital gains tax (CGT) cap election

Use when you are contributing to legalsuper and you intend to make a capital gains tax (CGT) cap election

Use when you are contributing to legalsuper and you intend to make a capital gains tax (CGT) cap election

Use when you are contributing to legalsuper and you intend to make a capital gains tax (CGT) cap election.

Use when you are contributing to legalsuper and you intend to make a capital gains tax (CGT) cap election.

Complete this form and return it to your employer. It will provide your employer with everything they'll need to pay your super contributions into legalsuper.

Use to transfer contributions made to your legalsuper account into your spouse's super.

Set up a direct debit for contributions to legalsuper.

For members 67-74 years old required to confirm their employment & super contributions.

Complete this form if you have an inactive low-balance account and want this account to remain with legalsuper.

If you are a legalsuper member and want to apply to transfer your current insurance cover (under another life insurance policy as a member of a different super fund or under a retail policy) to legalsuper.

Contains a summary of the important information that you should know about the features of legalsuper pension products and the paperwork required to be completed to join.

Provide this Letter of Compliance to your employer if you wish to nominate legalsuper as your chosen fund for your super contributions.

Allows you to increase your Death Only cover or Death & TPD cover without having to provide medical evidence when a specific Life Event occurs.

Use to inform legalsuper of your binding, non-binding or reversionary beneficiaries.

Use to inform legalsuper of your binding or non-binding beneficiaries.

Complete this form to make a tax deductible contribution into legalsuper.

Use this form to notify your super fund of re-contribution of COVID-19 early release superannuation amounts.

Allows you to: update your personal details, switch your investment options and/or change your pension payment & drawdown options.

Use when required to apply for or change insurance cover.

Complete this form to reinstate your cover within 60 days of it ceasing due to your account being “Inactive”.

Request a refund or reclassification of a contribution made in error. It can also be used by employers and needs to be signed by the primary contact on the employer’s account.

Allows Advisers to obtain quotes on behalf of a legalsuper member.

Please use this form to declare your retirement date and convert your legalsuper Transition to Retirement to a Pension account.

Use this form for all rollover benefits transactions other than death benefit rollovers.

You will need to complete a separate transfer form for each fund you want to transfer into legalsuper.

Available to new employer-sponsored members only. Use to increase cover and/or apply for Salary Continuance cover.

Use if you wish to make a contribution to your spouse's legalsuper account.

Allows you to: update your personal details and/or switch your investment option.

Complete if you wish to make a voluntary lump sum payment.

Let legalsuper know your Tax File Number (TFN).

Authorise another person(s) to be provided with information and/or documentation they request about your legalsuper account

Allows you to increase your Salary Continuance cover without having to provide medical evidence when a specific Work Event occurs.