Find more forms
Find the forms you need for your clients now, or for easy access in the future.
What you need to know
Submit forms via the portal
Upload advice fee and Member Direct forms
Submit forms one at a time
Know the wait time for processing
Track your form’s status
How long does it take to process forms?
We can process these forms within three days, if the form is complete and all the details are correct:
- Apply for a payment
- Pension request – full withdrawal
- ATO request for rollover NAT
- Pension request – partial withdrawal
- Apply for a payment (family law)
- Apply for a payment (compassionate grounds)
- Apply for a payment (financial hardship)
Do I have to upload one form at a time?
Yes. Please upload each form separately, so we can direct them correctly and process them efficiently. If not, we’ll ask you to re-submit your forms.
There are exceptions, e.g. when you open a new super or pension account for clients.
If you submit a Join AustralianSuper form, Open a Choice Income account form, or Open a TTR Income account form, you can submit any combination of the following forms with it.
| Forms to upload with the Join AustralianSuper form | Forms to upload with Open a Choice Income or Open a TTR Income form |
|---|---|
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Provide proof of identity documentation
Need to prove your client’s identity? Most things can be done electronically without needing to provide original documents. Read on to discover the finer details.
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Do I need to provide original documents to prove my client's identity?
Most of the time, no. The only time we require original documentation is when you’re submitting a guardianship order, Power of Attorney or other certified documents.
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How do I provide certified documents?
If you need to provide certified documents, the certification must:
- be easy to read
- include the adviser’s full name and occupation, e.g. financial adviser
- include the adviser’s ASIC Authorised Representative or AFSL number
- be signed by the adviser
- show the date of certification, which must be within the last 6 months.
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Can I provide a digital signature?
Yes. We accept digital signatures on most of our forms.
There are a few exceptions:
- binding death nominations
- guardianship documents
- power of attorney, and
- certified documents.
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How should power of attorney (POA) documents be prepared and submitted?
Help us process POA documents efficiently by ensuring they are:
- in writing
- made by a person aged 18 years or over, who can understand the nature of a POA
- scanned certified copies
- certified on the first and last pages and initialled on all other pages, at a minimum. If all POA pages are certified, we will accept this.
You should include:
- the original certified identification you used for the nominated POA. Acceptable forms of photo ID are driver’s licence or passport
- at least three client identification points, for security reasons. Examples include client’s full name, date of birth, member number, address.
Alternatively, a cover letter accompanying the POA document is acceptable. This letter must be dated and signed by the nominated attorney, adviser with third-party authority, or the client. It should contain three points of member identification.