Forms

Accumulation account forms

Looking for eForms?

We’re currently working on some improvements to our eForms, in the meantime you can still access all our forms in pdf format below.

Consolidation

Rollover/Transfer Authority Form

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

 Download PDF

 

Contributions

Payroll Deductions

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

Complete online Download PDF

Lump Sum Contribution form

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

Complete online Download PDF

Contribution Splitting Form

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

Complete online Download PDF

Spouse Contribution Form

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

Complete online Download PDF

Request for Withdrawal

Request for withdrawal Form

This form is used to request a withdrawal from your account, and to provide instructions on how you want your benefit paid

 Download PDF

Insurance

Insurance New Member Option Form

For new members applying within 120 days of their Welcome Letter, to increase life cover, disability (TPD) cover or income protection (IP) cover.

Download PDF

Insurance Variation Change Occupation Category Form

This form is used to change your occupation category. If your new category is accepted, this may result in reduced premiums.

Download PDF

Insurance Variation Increase Cover Form

Use this form to increase your NGS life cover, disability (TPD) cover or income protection (IP), reduce your NGS Income Protection (IP) cover waiting period, or increase your NGS Income Protection (IP) cover benefit payment period.

Download PDF

Insurance Variation Reduction or Cancellation Form

This form is used to reduce or cancel your life cover, disability (TPD) or income protection (IP) cover or reduce your IP benefit payment period or increase your waiting period within NGS Super.

Download PDF

Insurance Variation Change Form (Fixed Cover)

This form is used to if you wish to convert your existing aged-based cover to fixed sum insurance.

Download PDF

Life Events Cover Options Form

You should use this form if you wish to increase your life cover, disability cover or income protection cover within 90 days of the occurrence of a significant life event, including:

  • marriage
  • birth or adoption of a child
  • new mortgage for Australian home
  • divorce
  • death of a spouse
  • child's first day at Primary or Secondary school
  • first becoming eligible for Centrelink carer's allowance
  • increase in salary.

Download PDF

Insurance Transfer Form

This form is used to transfer insurance cover that you have outside of NGS Super.

Download PDF

 

Investments

Investment Switching Form

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

 Download PDF


Term deposit cancellation

Breaking your Term Deposit investment option prior to maturity.

Download PDF

Estate Planning

Making a Binding Death Benefit Nomination Form

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

 Download PDF

Nominating Your Non-Binding Beneficiaries Form

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

 Download PDF

Family Law

Family Law Instructions for Payment of Entitlement

To be completed by the non-member spouse following the split of the superannuation benefit of a member of the NGS Super as per instructions received by the trustee of the NGS Super in a court order or agreement.

 Download PDF

Tax Invoice - Family Law Information (members)

For Members

 Download PDF

Tax invoice - Family Law Information (Non-Members)

For Non-Members

 Download PDF

Benefit Payments

Early Release of Superannuation Benefits on Grounds of Severe Financial Hardship Form

Used to determine whether you are experiencing severe financial hardship. This form includes a Statutory Declaration that must be signed and witnessed.

  Download PDF

Early Release of Superannuation Benefits on Compassionate Grounds

Used to withdraw your super benefits based on compassionate grounds. You must apply to Medicare to have your benefit or part thereof released. To apply for the early release of your super benefit based on compassionate grounds, please read the following Centrelink information or contact Medicare by calling them on 132 011.

More Info

Request for withdrawal Form

To request a withdrawal from your account, and to provide instructions on how you want your benefit paid

 Download PDF

ATO Forms

Notice of intent to claim or vary a deduction for personal super contributions

To claim a tax deduction for your personal super contributions, or vary a previous valid notice of intent you have provided.

Download PDF

Choice - Members

Superannuation Choice Form

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

 Download PDF

 

Other Forms

Change Details Advice Form

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

Download PDF

Providing Your Tax File Number Form

To provide the Trustee of NGS Super with your Tax File Number.

 Download PDF

Third Party Authorisation Form

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

 Download PDF

Advice fee deduction authority form

To request the trustee to deduct the portion of a personal financial advice fee directly related to your super in the NGS Super fund from your super account.

Download PDF

Trans Tasman Portability

To transfer your super to a KiwiSaver Scheme in New Zealand

Download PDF

Departing Australia Superannuation Payment

If your super is in your NGS Super account, you can use the Departing Australia Superannuation Payment Application form to notify the Department of Immigration and NGS Super of the change.

Download PDF


Statement of Fund Compliance

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

Download PDF

Income account forms

Looking for eForms?

We’re currently working on some improvements to our eForms, in the meantime you can still access all our forms in pdf format below.

Pension Forms

Request for pension withdrawal eForm

To withdraw money from your NGS Income Stream.

Download PDF

Request to vary your pension payment eForm

To vary your income stream payment (including bank account details).

  Download PDF

Transfer Authority

To transfer your balance from other funds into your NGS Income Stream. Please use one form for each fund you have outside of NGS Super.

 Download PDF

Request for Pension Reset Form

Use this form to combine another rollover or additional lump sums (if eligible) with your existing NGS Income Stream

Investment Forms (Income Account)

Pension investment switching eForm

To change your NGS Income account investment options. You can read more about each of the investment options offered in our Investment Guide.

 Download PDF

Term deposit cancellation

This form only applies if you have a NGS Self-Managed term deposit that you wish to close before the maturity date (terms and conditions apply).

Download PDF

Estate Planning Forms

Making a binding death benefit nomination eForm

Nominate one or more persons that you require NGS Super Pty Limited (the Trustee) to pay your income stream account to should you die while a member of NGS Super.

Nominating your beneficiaries eForm (non-binding)

Nominate who you would like to receive your death benefit should you die while a member of NGS Super. The Trustee of NGS Super is not legally bound by your wishes but will take them into account.

 Download PDF

ATO Forms (Income Account)

Tax file number declaration

You should complete this notice if you:

  • intend to claim a tax deduction for your personal super contributions
  • want to vary a previous valid notice of intent you provided to NGS.

Download PDF

Withholding declaration

Download PDF

Request for Withdrawal (Income Account)

Request for pension withdrawal eForm

To withdraw money from your NGS Income Account

   Download PDF

Other Income Account Forms

Change pension details advice eForm

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

 Download PDF

Third party authorisation eForm

To give permission for a third party, such as a financial planner, to access your NGS Super account information.

Download PDF

Advice fee deduction authority form

To request the trustee to deduct the portion of a personal financial advice fee directly related to your super in the NGS Super fund from your super or income stream account.

Download PDF

Transition to retirement forms

Looking for eForms?

We’re currently working on some improvements to our eForms, in the meantime you can still access all our forms in pdf format below.

Request For Withdrawal (Transition to retirement)

Request for Withdrawal form (Transition to retirement)

This form is used to request a withdrawal from your Transition to retirement account, and to provide instructions on how you want your benefit paid.

Download PDF

Investment Forms (Transition to retirement)

Investment Switching Form

This form is for use by members with a Transition to retirement account, and can be used to change how your account is invested and which option(s) your future income payments are to be made from.

Download PDF

Forms for employers

Employer Choice

ATO choice form - to select NGS Super or another fund

Used to to offer eligible employees their choice of super fund.

Fund information including USI numbers can be found here.

Publications for Employers

Publication order form

Request additional copies of NGS publications for your workplace, such as Product Disclosure Statements, Employer Guides and more.