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Forms

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    Updated File Size
 

Application to transfer insurance cover

Use this form if you would like to transfer insurance cover held with another fund to Prime Super.

May 2010 0.06 MB
 

Beneficiaries form - binding

Complete this form when you wish to nominate a binding beneficiary.

July 2009 0.10 MB
 

Beneficiaries form - non-binding

Complete this form when you wish to nominate a preferred beneficiary.

July 2009 0.07 MB
 

Capital gains tax cap election form

You should complete this election if contributions have been made to your super, during the financial year from the disposal of certain small business assets.

July 2009 0.15 MB
 

Change of details form

For members to complete whenever their personal details change.

July 2009 0.09 MB
 

Choice of superannuation fund form

This form is for employees who wish to choose their own super fund.

July 2009 0.19 MB
 

Contribution payment form

Employers should use this form to make super contributions for their employees.

November 2009 0.07 MB
 

Direct debit request form

By completing this form, you are authorising us to debit a specified amount from your bank/financial institution account.

July 2009 0.45 MB
 

Electronic funds transfer (EFT) form

For use by employers to notify Prime Super when a contribution payment has been made by EFT. This form should accompany the contributions breakdown and be sent to us on the day of payment.

July 2009 0.42 MB
 

Employee schedule

Use this form to add employees to Prime Super.

July 2009 0.04 MB
 

Employer application form

Complete this form to become a registered Prime Super employer.

July 2009 0.04 MB
 

Employer change of details form

Use this form to update your employer details.

July 2009 0.09 MB
 

Income streams investment switch application form

Use this form to alter your investment choice for your member account.

July 2009 0.04 MB
 

Income streams member application form

Please complete this form to open an allocated or non-commutable allocated income stream account.

July 2009 0.11 MB
 

Income streams nomination of beneficiary form

Complete this form if you wish to nominate a beneficiary for your income stream product.

July 2009 0.07 MB
 

Income streams roll over form

Complete this form if you want to roll in money from other super funds into your Prime Super allocated or non-commutable allocated income stream account.

July 2009 0.06 MB
 

Insurance application/variation form

Use this form to apply for,increase, decrease or cancel your insurance cover. You should also use this form if you wish to increase or decrease your Income Protection waiting period.

May 2010 0.07 MB
 

Insurance long personal statement form

Use this form if the total sum of your Death only or Death and TPD insurance through Prime Super will exceed $300,000 including any cover you already hold or if you are applying for Income Protection cover. Note: This form must be returned with the Prime Super Insurance Application.

July 2009 0.19 MB
 

Insurance occupation statement form

This form is to be used when applying for white collar or professional insurance plans.

July 2009 0.13 MB
 

Insurance short personal statement form

Complete this form if you are applying for Death & Total and Permanent Disability cover of $300,000 or less.

July 2009 0.12 MB
 

Investment switch form

Use this form to alter your investment choice for future contributions or for the existing balance of your member account.

July 2009 0.04 MB
 

Letter of Compliance

This letter confirms that Prime Super can receive superannuation contributions under the Commonwealth Government’s Choice of Fund Scheme.

July 2009 0.08 MB
 

Member application form

Please complete this form to join Prime Super.

July 2009 0.28 MB
 

Personal contributions form

Complete this form when making a personal contribution via BPAY, EFT, direct debit or cheque.

July 2009 0.05 MB
 

Roll over form

Complete this form if you want to roll over your super benefits from other funds into Prime Super. You must complete a separate form for each fund you wish to roll over.

July 2009 0.05 MB
 

Tax file number collection form

Use this form to let us know your tax file number.

July 2009 0.10 MB
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The advice contained on the Prime Super website does not take into account your particular objectives, needs or financial situation. Before making a decision regarding the acquisition or disposal of a financial product, you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to make this assessment yourself or seek the help of an adviser. Prime Super takes no responsibility for you acting on the information provided. Any decision that you make is at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.

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