Forms & publications

Information and making changes

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Forms & publications

Member Booklets

The booklets for all our different schemes and more

Publications

Accumulation Scheme (Division 5) - including Retained and Spouse members Income Stream RG Scheme (Division 4) Pension Scheme (Division 3) Lump Sum Scheme (Division 2) Preparing for Retirement Booklet Scheme Summary Member Outcomes Report 2022-23

Calculators

Access our planning, projection and budget calculators

Planning tools & calculators

Do you have enough super? Retirement planner Income calculator Budget planner Your lifestyle cost

New Member

Forms and links to help support you as a new member

Publications and forms

Choice of fund and Scheme compliance Information Accumulation Scheme (Division 5) Booklet - including Retained and Spouse members Your Super Comparison Dashboard Spouse Membership form Target Market Determination for Division 5 Accumulation Scheme Completing proof of identity

Contributions

Resources to help you learn about and make contributions to your super

Publications and forms

Make a lump sum contribution form Vary your contributions form Rollover your super form Contribution splitting form Notice of intent to claim tax deduction form COVID-19 recontribution form Make a spouse contribution form The Contribution Tax Offset and tax on benefits Choice of Fund form and Compliance letter

Insurance

Resources to set up or change your insurance through ElectricSuper and

Claim Kits to start an insurance claim with ElectricSuper

Beneficiaries

Forms to set up your beneficiaries

Publications and forms

Making a Binding Death Benefit Nomination form Nominating a reversionary beneficiary form (Income Stream only)

Investments

Forms for Income Stream and Defined Benefit members to change their investment option

Forms

Changing investment options form (Lump Sum, Pension & RG Schemes) Changing investment options form (Account-based Pension)

Retirement and Income Streams

The resources to help you learn about, set up and then make adjustments as you approach retirement and beyond

Publications and forms

Benefit payment form Request a partial/full withdrawal from your Income Stream form Under 55 - Defined Benefit options form Vary your pension payment details form Nominate a reversionary beneficiary form Preparing for Retirement Booklet Income Stream Booklet Opening a Retained Division 5 Account Application (current members only) Benefit payment form (Division 3 Pension Scheme members only) Lifetime Pension (Centrelink and Taxation Treatment) Completing Proof of Identity Target Market Determination for the Income Stream

Financial Planning

Financial planning fees form

Forms

Advice fees: Financial advice fee deduction form Mercer Financial Advice: Financial Services Guide

Glossary

Learn the meanings behind all the superannuation terms

Glossary

Glossary of terms

Annual Reports

Our latest annual reports, financial statements and other annual documents

Publications

2023 Strategic Plan 2023 Annual Report 2023 Financial Statements Member Outcomes Report 2022-23 Your Super Comparison Dashboard

What our members say

“I gained a better understanding of my current superannuation position, other superannuation products available to me & general retirement options.”

Learn more about your membership from our publications, articles and FAQs. Use our planning tools for help making decisions then download the forms you need to make changes to your super.

Come and talk to us

Get your super sorted with a face to face consultation.

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