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Change my details

How to complete this form


Compulsory details Nomination of preferred beneficiary
Please complete your member number, full name and date of Complete sections 1, 3 and 6.
birth details. If you don’t know your member number, please Further information about nominating your preferred beneficiaries
complete your full name and date of birth to help us find your
To make sure that your nomination of preferred beneficiaries is valid,
account.
please read the following information.
Change of name or date of birth Who can I nominate?
Complete sections 1, 2 and 6. Under the AustralianSuper Trust Deed, benefits payable in the event of
your death may only be paid out to your dependants, or to your legal
What do I use to prove my change of name or date personal representative. It is important that you take account of who
of birth? may qualify as a dependant in your nomination.
If you have changed your name or are updating your date of The definition of ‘dependant’ under AustralianSuper Trust Deed includes:
birth, you’ll need to provide certified proof.
• your spouse (including de facto);
Certified copies of the following documents may be used • your children of any age (including step, adopted or ex-nuptial);
to prove: • any other person who is or was wholly or partially financially
• Change of name: Marriage certificate, deed poll, decree nisi, dependent on you; or
or change of name certificate from the Births, Deaths and • your interdependants (those with whom you have a close personal
Marriages Registration Office. relationship; you live with; and you provide them or they provide you
• Date of birth: Driver’s license or birth certificate. with financial support, and domestic and personal care. You also have
an interdependent relationship if you have a close personal relationship
Change of address or email but are unable to meet the other requirements because one or both
of you suffer from a physical, intellectual or psychiatric disability).
Complete sections 1, 2 and 6. You don’t need to provide any
supporting documents. Who decides?
Under the Trust Deed, the Trustee alone is generally responsible for
How to certify your documents deciding to whom, and in what proportion, your death benefit should
be paid. In making this decision however, the Trustee will take into
Read this section if you choose to attach paper copies of certified
account your nomination of preferred beneficiary(ies).
documentation for providing proof of your identity.
For your nomination to be effective, it is important that you keep it up
1. Go to your local police station to date, particularly if your family or marital circumstances change. If
Take both the ORIGINAL and a photocopy of your CURRENT you have no eligible dependants to whom the benefit can be paid, the
driver’s licence or passport to your local police station. If you Trustee may pay the benefit to your legal personal representative for
are using your driver’s licence, you’ll need to photocopy inclusion in your estate.
BOTH sides. Can I make a binding nomination?
All ID must have the same name and mailing address that we Yes, you can make a binding beneficiary nomination by completing
have for your super account. and returning the Binding death nomination form available at
australiansuper.com/forms
2. Ask them to certify your identification (ID)
Choice Income members can make a binding nomination or reversionary
To certify your ID, the authorised person needs to compare beneficiary nomination by visiting australiansuper.com/forms, selecting
the photocopy to the ORIGINAL and include the following Forms in the Retirement tab and completing the relevant form.
details on the copy:
Change of bank account (Choice Income and
• stamp or write ‘This is a true and correct copy of the TTR only)
original’
Complete sections 1, 4 and 6.
• their qualification (such as police officer)
• their name Change payment instructions (Choice Income
• their address and phone number, and and TTR only)
• their signature and the date it was signed. Complete sections 1, 5 and 6.
If you can’t get to a police station, a number of other people
can certify your ID for you. Go to australiansuper.com/IDHelp Declaration
for more information. You must sign and date Section 6 before returning this form.

Issued by AustralianSuper Pty Ltd ABN 94 006 457 987 AFSL 233788 Trustee of AustralianSuper ABN 65 714 394 898 1264.3 12/19 ISS4 page 1 of 4
Change my details

Please complete in pen using CAPITAL letters and print 7 to mark boxes. Read the Privacy Collection Statement on
this form to see how AustralianSuper uses your personal information.

1. EXISTING MEMBER DETAILS


Last name Mr Ms Mrs Miss Dr

X X X X X
First name Date of birth

D D M M Y Y Y Y
Street address

Suburb State Postcode


Telephone (business hours) Telephone (after hours)


Email

Please supply your member number and/or account number – whichever is relevant to the account you currently hold. If you have
more than one of the same type of account, you’ll need to complete another form.
Member number – Super account Account number – Choice Income / TTR Income

2. UPDATED MEMBER DETAILS


Please only fill in the details that you want us to change.
If you’ve made changes to your name or your date of birth is different from your current details, you need to provide evidence.
To update your address or email, you don’t need any supporting documents.
I’m changing my:
X  ame: I have attached my certified proof of identity to this application (e.g. marriage certificate, deed poll, decree nisi or
N
change of name certificate from the Births, Deaths and Marriages Registration Office).
X Date of birth: I have attached my certified proof of identity to this application (e.g. driver’s license or birth certificate).

Please ensure that you provide photocopies of your original identification documents and that they are correctly certified.
For instructions on how to get your ID documents certified, go to australiansuper.com/IDHelp
Last name Mr Ms Mrs Miss Dr

X X X X X
First name Date of birth

D D M M Y Y Y Y
Street address

Suburb State Postcode

If you’d like to change your mobile phone number please call us on 1300 300 273.
Email

OFFICE USE ONLY


Member number
Please return this completed form to:
AustralianSuper, GPO Box 1901, MELBOURNE VIC 3001
Telephone 1300 300 273 Web australiansuper.com 1264.3 12/19 ISS4 page 2 of 4
3. NOMINATION OF PREFERRED BENEFICIARIES
Benefits payable in the event of your death may only be paid out to your dependants, or to your legal personal representative. It is
important that you take account of who may qualify as a dependant in your nomination. See ‘Who can I nominate?’ on page 1 for
more information. You can nominate more than one person and you can change this at any time in writing. The Trustee will take
this nomination into account but is not bound by it, as it must consider all dependants at the time of your death.
Name % of benefit Relationship

TOTAL 100% (must be whole numbers)


If you have more than six nominees, please photocopy this page, add your additional nominees, initial and attach to this form.

4. CHANGE YOUR BANK ACCOUNT DETAILS


If you want to have your payments made to a different bank account enter the new account details here.
Choice Income
To change your bank account details, you’ll need to provide proof of your identity. and TTR Income
X members only.
I have attached my certified proof of identity to this application.
Please ensure that you provide photocopies of your original identification documents and that they are
correctly certified. For instructions on how to get your ID documents certified, go to australiansuper.com/IDHelp
Name of bank, building society or credit union BSB number

Your account name (this must be a personal account, held solely or jointly in your name) Account number

X Mark this box if you’ve provided a copy of your bank statement so we can double check your details to avoid any payment delays.

5. CHANGE HOW OFTEN AND HOW MUCH TO RECEIVE PAYMENTS


a) How much do you want to receive each year?
Choice Income
You have three options – please choose (7) one option only. See the Choice Income and and TTR Income
TTR Income Product Disclosure Statements (PDS) for further information. members only.
X Option 1. The minimum amount allowed (including any temporary Government relief available)

X Option 2. Specific amount (each financial year) $ , (must be within payment limits and may be
subject to tax). Payment is pro-rated for the first year, if you open a Choice Income account after the financial year has started.
How much do you want this specific amount to increase by each year?
X None X CPI X 1% X 2% X 3% X 4% X 5% (go to step b)

X Option 3. The maximum amount (TTR Income members only)

b) How often do you want to receive payments*?

Please make my payments: X Fortnightly


If you choose fortnightly payments, they’ll start from the next available pay date after your application is fully processed.

Please make my payments: X Monthly X Quarterly X Half-yearly X Yearly

What month should payments start?

Please choose the payment date: X 15th  X 28th X Next scheduled payment date (as soon as possible)

Issued by AustralianSuper Pty Ltd ABN 94 006 457 987 AFSL 233788 Trustee of AustralianSuper ABN 65 714 394 898 1264.3 12/19 ISS4 page 3 of 4
6. SIGN THIS FORM

The information I have provided is correct and I have read the Privacy Collection Statement and I understand how AustralianSuper
will use my personal information.

Sign here:
Date

D D M M 2 0 Y Y
Print full name

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Privacy Collection Statement


Please read this Privacy Collection Statement to see how AustralianSuper uses your personal information.
AustralianSuper Pty Ltd (ABN 94 006 457 987) of 26/50 Lonsdale Street, Melbourne, Victoria, collects your personal
information (PI) to run your super account (including insurance), improve our products and services and keep you informed.
If we can’t collect your PI we may not be able to do these tasks. PI is collected from you but sometimes from third parties like
your employer. We will only share your PI where necessary to perform our activities with our administrator, service providers,
as required by law or court/tribunal order, or with your permission. Your PI may be accessed overseas by some of our service
providers. A list of countries can be found at the URLs below. Our Privacy Policy details how to access and change your PI, as
well as the privacy complaints process. For complete details on the above go to australiansuper.com/CollectionStatement
and australiansuper.com/privacy or call us on 1300 300 273.

Please return this completed form to:


AustralianSuper, GPO Box 1901, MELBOURNE VIC 3001
Telephone 1300 300 273 Web australiansuper.com 1264.3 12/19 ISS4 page 4 of 4

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