Forms

In some cases you will need to send us certified copies of documents to prove you are the person making the transaction. Please click here to find out more about proof of identity.

Consolidation

Rollover/Transfer authority

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To combine your super from other funds into your NGS Super account. Please use one form for each fund outside of NGS Super


Statement of Fund Compliance


Choice - Members

Superannuation Choice eForm

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To notify your employer that NGS Super is your choice of superannuation fund.


Contributions

Payroll deductions eForm

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For making regular voluntary contributions through your payroll. Please return this form to your employer. 


Lump sum contribution eForm

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To contribute one-off voluntary lump sums into your NGS Super account.


Contribution splitting eForm

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To split your super contributions with your partner (pre-tax contributions). 


Spouse contribution eForm

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To make a super contribution for your partner (after-tax contributions).


Investments

Investment switching eForm

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To change your NGS Super investment options. More information about each of the investment options offered is available in our Investments fact sheet.


Term deposit cancellation


Insurance

Insurance transfer form


Insurance variation (reduction or cancellation) form


Insurance variation (increase cover) form


Insurance variation (change fixed cover occupation category) form


Life events cover option


Estate Planning

Making a binding death benefit nomination eForm

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To make, change or cancel a binding death benefit nomination.


Nominating your beneficiaries eForm

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This is a non-binding nomination meaning the Trustee is not legally bound by your wishes but will take them into consideration.


Benefit Payments

Early release of superannuation benefits on grounds of severe financial hardship eForm


Request for withdrawal eForm

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Request a super payment from your NGS Super account.


Family Law

Family law instructions for payment of entitlement eForm

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Splitting superannuation interests under Family Law.


Tax invoice - Family law information (members) eForm


Tax invoice - Family law information (non-Members) eForm


ATO forms

Deduction for personal super contributions form - ATO notice of tax deduction


Other

Change details advice eForm

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To update your personal details and/or advise us of any change to your working status after age 55 (for preserved benefit purposes).


Providing your tax file number eForm


Third party authorisation eForm

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To give permission to third parties, such as financial planners to access your account information.


Transferring your pension benefit from a UK scheme to NGS Super eForm

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More information about this option is available in our Transferring your pension benefit from a UK scheme to NGS Super fact sheet.


Advice fee deduction authority form


Trans Tasman Portability


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