Forms

Need a form? Find all of the necessary paperwork for members, employers & advisers.

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Popular forms

Choice of fund form

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.

76kb (.pdf)

Notice of intent to claim

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

648kb (.pdf)

Rollover initiation request

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

119kb (.pdf)

Apply to change insurance

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

152kb (.pdf)

Forms A-Z

Advice fee request

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

61kb (.pdf)

Agreement for payment of advice fees

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).

56kb (.pdf)

Application to convert between unitised and fixed cover

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.

67kb (.pdf)

Apply to change insurance

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

152kb (.pdf)

Benefit payment request (Financial hardship)

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

228kb (.pdf)

Benefit payment request (Pension)

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

133kb (.pdf)

Benefit payment request (Superannuation)

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

124kb (.pdf)

Capital gains tax cap election (2018/19)

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

90kb (.pdf)

Capital gains tax election form (2019/20)

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

80kb (.pdf)

Capital gains tax election form (2020/21)

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

84kb (.pdf)

Capital gains tax election form (2021/22)

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

71kb (.pdf)

Capital gains tax election form (2022/23)

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

54kb (.pdf)

Capital gains tax election form (2023/24)

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

126kb (.pdf)

Choice of fund form

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.

76kb (.pdf)

Contributions splitting application

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

62kb (.pdf)

Direct debit request

Set up a direct debit for contributions to legalsuper.

50kb (.pdf)

Employment questionnaire

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

55kb (.pdf)

Inactive low-balance account authorisation

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

48kb (.pdf)

Insurance roll-in

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.

279kb (.pdf)

Join: Pension membership

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.

1257kb (.pdf)

Letter of Compliance for Contributions

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

57kb (.pdf)

Life events application

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

85kb (.pdf)

Nomination of beneficiary/ies - pension

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

150kb (.pdf)

Nomination of beneficiary/ies - superannuation

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

155kb (.pdf)

Notice of intent to claim

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

648kb (.pdf)

Notice of re-contribution of COVID-19 early release amounts

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

251kb (.pdf)

Occupation guide

141kb (.pdf)

Pension member change of details form

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

97kb (.pdf)

Personal health statement

Use when required to apply for or change insurance cover.

122kb (.pdf)

Protecting your super reinstatement form

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

47kb (.pdf)

Refund or reclassify contributions

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.

73kb (.pdf)

Request for Adviser access to legalsuper Guaranteed Income quotation platform

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

49kb (.pdf)

Retirement declaration

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

69kb (.pdf)

Rollover benefits statement

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

303kb (.pdf)

Rollover initiation request

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

119kb (.pdf)

Special offer to increase insurance

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

233kb (.pdf)

Spouse contribution

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

64kb (.pdf)

Superannuation member change of details form

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

94kb (.pdf)

Superannuation voluntary member contribution

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

78kb (.pdf)

Tax file number notification

Let legalsuper know your Tax File Number (TFN).

50kb (.pdf)

Third party authority

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

60kb (.pdf)

Work events application

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

173kb (.pdf)