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.
Notice of intent to claim
Complete this form to make a tax deductible contribution into legalsuper.
Rollover initiation request
You will need to complete a separate transfer form for each fund you want to transfer into legalsuper.
Apply to change insurance
Allows you to apply to make changes to your insurance cover.
Forms A-Z
Advice fee request
Use to request legalsuper to pay your adviser's fees from your legalsuper account.
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).
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.
Apply to change insurance
Allows you to apply to make changes to your insurance cover.
Benefit payment request (Financial hardship)
Complete this form to request a benefit payment due to financial hardship.
Benefit payment request (Pension)
Complete this form to request a benefit payment from your pension account.
Benefit payment request (Superannuation)
Complete this form to request a benefit payment from your superannuation account.
Capital gains tax cap election (2018/19)
When you're contributing to legalsuper and you intend to make a capital gains tax cap election.
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
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
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
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.
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.
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.
Contributions splitting application
Use to transfer contributions made to your legalsuper account into your spouse's super.
Direct debit request
Set up a direct debit for contributions to legalsuper.
Employment questionnaire
For members 67-74 years old required to confirm their employment & super contributions.
Inactive low-balance account authorisation
Complete this form if you have an inactive low-balance account and want this account to remain with legalsuper.
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.
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.
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.
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.
Nomination of beneficiary/ies - pension
Use to inform legalsuper of your binding, non-binding or reversionary beneficiaries.
Nomination of beneficiary/ies - superannuation
Use to inform legalsuper of your binding or non-binding beneficiaries.
Notice of intent to claim
Complete this form to make a tax deductible contribution into legalsuper.
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.
Occupation guide
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.
Personal health statement
Use when required to apply for or change insurance cover.
Protecting your super reinstatement form
Complete this form to reinstate your cover within 60 days of it ceasing due to your account being “Inactive”.
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.
Request for Adviser access to legalsuper Guaranteed Income quotation platform
Allows Advisers to obtain quotes on behalf of a legalsuper member.
Retirement declaration
Please use this form to declare your retirement date and convert your legalsuper Transition to Retirement to a Pension account.
Rollover benefits statement
Use this form for all rollover benefits transactions other than death benefit rollovers.
Rollover initiation request
You will need to complete a separate transfer form for each fund you want to transfer into legalsuper.
Special offer to increase insurance
Available to new employer-sponsored members only. Use to increase cover and/or apply for Salary Continuance cover.
Spouse contribution
Use if you wish to make a contribution to your spouse's legalsuper account.
Superannuation member change of details form
Allows you to: update your personal details and/or switch your investment option.
Superannuation voluntary member contribution
Complete if you wish to make a voluntary lump sum payment.
Tax file number notification
Let legalsuper know your Tax File Number (TFN).
Third party authority
Authorise another person(s) to be provided with information and/or documentation they request about your legalsuper account
Work events application
Allows you to increase your Salary Continuance cover without having to provide medical evidence when a specific Work Event occurs.