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FORMS

We have included forms on this website for you to print as required. You will need Acrobat Reader to view and print the forms. If you do not have Acrobat Reader, click here to install it.

If you have any questions in relation to these forms, or any superannuation matter, please contact Client Services on 1800 800 002.

FuturePlus Super Individual Superannuation Forms

  • Application for Membership (Gold) - please also view the FuturePlus PDS
  • Binding Nomination of Beneficiary
  • Transfer-in Authority
  • Selecting or Changing Investment Option
  • Statutory Declaration - Permanent Retirement
  • Direct Debit Request Form
  • TPD Claim Form
  • Group Risk Insurance Personal Statement
  • Application for Payment - Early Release
  • Application for Payment – Fund Exit
  • Optional Contributions
  • Incapacity Certificate
  • Change of Membership Details
  • Statutory Declaration - Financial Hardship
  • Notification of Tax File Number (TFN)
  • Application for Payment - While still employed
  • Application for Information Under the Family Law Act
  • Application for payment – Death
    (This form is only available through Client Services, please phone 1800 800 002)

    FuturePlus Super Account-Based Pension (formerly Allocated Pension) and Rollover Forms

  • Allocated Pension Fund - Application for Membership
  • Rollover Fund - Application for Membership
  • Tax File Number Declaration
  • Rollover and Allocated Pension Fund/Transfer-in Authority
  • Rollover and Allocated Pension Plan - Nomination of Beneficiary
  • Rollover and Allocated Pension Fund - Changing Investment Option
  • Rollover Fund - Additional Contributions
  • Privacy Statement
  • Chifley Financial Services Limited is an Australian Financial Services Licensee No 231148
    Copyright © 2002 Chifley Financial Services
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    Chifley Financial Services Limited | ABN 75 053 704 706 | RSE Licence Number L0001120
    FuturePlus Superannuation | ABN 76 829 356 693 | Scheme Registration Number R1004366
    Personal advice is provided by Chifley Financial Services Limited | ABN 75 053 704 706 | AFSL Number 231148