Guide to submitting forms

Need to submit a form to AustralianSuper?

This guide explains the requirements for submitting forms in the correct manner. This will ensure efficient processing and avoid any unnecessary delays.

Upload forms via the Adviser Portal

Advisers can submit all forms via the Adviser Portal, instead of email. If you’re not registered for the portal, visit our registration page.

Please note:

  • If a form can be sent via email, we accept an online copy and supporting Proof of ID documents to Adviser Services
  • You can download most of the forms in the tables below.
  • Before submitting a form, check whether a digital signature1 is accepted.
  • If you’re submitting forms on behalf of a client, avoid submitting multiple forms at the same time. Please submit individually for efficient processing.
  • A wet or ink signature is required for the following: Power of Attorney, Guardianship documents, Certified documents, and Binding death benefit nomination

1 Digital Signatures should always be used in keeping with your Licensee’s Digital Signature Policy requirements. Digital Signatures are a specific type of electronic signature with unique electronic identifiers and that meet the identification, reliability and consent requirements as outlined in the Electronic Transaction Act 1999.

Retirement forms

Form name Digital signature acceptable Proof of ID required Member self service Upload via Adviser Portal Send via email
Combine your super into AustralianSuper N/A
Give account access to my financial adviser (Retirement Income account) N/A
Investment choice (Retirement Income account) N/A
Making, changing or cancelling a binding death benefit nomination N/A
Making, changing or cancelling a reversionary nomination (pension members) N/A
Open a Choice Income account
Open a TTR Income account
Refresh your income account and top-up your savings - - - - -
Request a full withdrawal of your account
Request a partial withdrawal of your account
Tell us if you've retired or changed jobs after 60 N/A
Withholding declaration (ATO form) N/A
Change my details -   -
  • Change of name or date of birth
  • Change of bank account
  • Any other changes N/A
Form name Digital signature acceptable Proof of ID required Member self service Upload via Adviser Portal Send via email

Here to help

Did you know?

AustralianSuper members can submit many forms themselves by logging into the Member Portal. Check under ‘Member self service’ to see which forms they can submit.

Contact us

If you have any questions or require assistance, we’re here to help.
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