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


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

Contributions

Payroll Deductions

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

 Download PDF

Lump Sum Contribution form

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

 Download PDF

Contribution Splitting Form

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

 Download PDF

Spouse Contribution Form

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

 Download PDF

Request for Withdrawal

Request for withdrawal Form

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

 Download PDF

Insurance

Insurance Variation (reduction or cancellation) Form

To reduce or cancel your life cover, disability (TPD) or income protection (IP) cover or reduce your IP benefit payment

Download PDF

NGS 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

Looking for other insurance forms?

We are currently updating these forms as we transition to our new insurer, TAL. You will be able to apply to make changes through your Member Online account (with copies of forms also being available here) from early June.

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

Income account forms

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

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

Forms for employers

Employer Contributions

Contribution payment eForm

To provide employer and contribution details.

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.