Forms and brochures

Did you know you can update your details and manage certain aspects of your UniSuper account online?

Log in to your account to:

  • update your personal details
  • update your TFN
  • make an investment switch
  • nominate your non-binding beneficiary/ies
  • manage insurance cover
  • transfer other super into your UniSuper account
  • verify your identity

Australian Financial Services Licence - USM (also referred to as UniSuper Advice)

This document outlines our licence to carry out financial services.

Download PDF (235.23 KB)

Australian Financial Services Licence - USL

This document outlines the licence to issue interests in UniSuper financial products.

Download PDF (126.78 KB)

Financial Services Guide - Personal Advice

This document provides you with important information about the financial services we offer regarding personal advice. This includes the services we provide, how much our advice services cost and how our advisers are remunerated.

Download PDF (611.68 KB)

Financial Services Guide - General Advice

This document explains UniSuper’s general financial advice offering in detail to help you decide whether to use these services.

Download PDF (386.33 KB)

Sustainable Investment Policy

This document outlines how we pursue sustainable investment principles and practices, including the integration of ESG in our investment processes.

Download PDF (261.62 KB)

Regulations

This document sets out the regulations for how we operate the Fund.

Download PDF (856.99 KB)

Trust Deed

The deed sets out the rules for the establishment and operation of the Fund.

Download PDF (1.93 MB)

Sponsorship guidelines and application form

UniSuper's Sponsorship Guidelines outline how and when we will support organisations and events through paid sponsorship.

Download PDF (92.37 KB)

Trustee compliance letter

When you roll over money from another fund to UniSuper, your other fund may ask you for a copy of this letter.

Download PDF (522.15 KB)

Privacy policy

The policy sets out how we collect and manage your personal information.

Download PDF (389.35 KB)

Why UniSuper

Our award-winning products, competitive fees and investment returns - along with support to help you make smart financial decisions - all contribute to making us a great choice for your super.

Download PDF (1.63 MB)

Super withdrawal fact sheet and form

This fact sheet explains how to make a full or partial lump sum withdrawal from you super. It also includes the relevant Withdrawal form.

Download PDF (209.66 KB)

Flexi Pension withdrawal fact sheet and form

This fact sheet explains how to make full or partial lump sum withdrawals from your Flexi Pension account. It also includes the relevant Flexi Pension withdrawal form which you can fill out online before printing and signing.

Download PDF (117.95 KB)

Portability and rollover fact sheet and form

This fact sheet explains how to make a rollover of all or part of your UniSuper account to another complying super funds. It also includes the relevant Portability and rollover form.

Download PDF (163.44 KB)

Early release of super benefits fact sheet

This fact sheet covers the circumstances in which you may be able to access your super benefits before you retire.

Download PDF (458.14 KB)

Severe financial hardship fact sheet and form

This fact sheet covers the circumstances in which you may be able to have your super benefits released on the grounds of severe financial hardship. It also includes the relevant Severe financial hardship form.

Download PDF (216.61 KB)

Departing Australia superannuation payment (DASP) fact sheet

This fact sheet explains the process to apply for your super benefits under the departing Australia superannuation payment (DASP) provisions and some of the consequences of not claiming your benefits when you permanently leave Australia.

Download PDF (75.33 KB)

Transfer your UniSuper account to KiwiSaver fact sheet and form

This fact sheet and form explains how to transfer your UniSuper account to a KiwiSaver scheme provider.

Download PDF (155.23 KB)

How to claim a permanent incapacity benefit

This fact sheet and form explains how to claim a permanent incapacity benefit.

Download PDF (650.07 KB)

Compassionate grounds application form

This form is to be used to withdraw your super on compassionate grounds.

Download PDF (556.05 KB)

Super Choice - Fund nomination form

This form contains everything you need to nominate UniSuper as your fund of choice. Complete and return the form to your new employer—you’ll just need to include your contact details and UniSuper member number. All the information your employer needs about us is included in the form.

Download PDF (81.61 KB)

Trustee compliance letter

When you roll over money from another fund to UniSuper, your other fund may ask you for a copy of this letter.

Download PDF (522.15 KB)

Combine my super (full rollover) form

Complete this form to arrange the rollover of your super from a previous fund to your UniSuper account.

Download PDF (128.24 KB)

Change of details form - super members

Complete this form if you want to update your personal details or make or change your preferred beneficiary nomination.

Download PDF (123.50 KB)

Contribution flexibility fact sheet and application form

Complete this form to reduce the level of your standard member contributions under our contribution flexibility arrangements.

Download PDF (144.18 KB)

Contribution splitting fact sheet and form

This fact sheet explains the rules and benefits of super contribution splitting with your spouse and includes the relevant Contribution splitting form.

Download PDF (646.83 KB)

Notice of intent to claim or vary a tax deduction for after-tax super contributions

Complete this notice if you intend to claim a tax deduction for after-tax contributions made to UniSuper or want to change a previous notice you sent to UniSuper.

Download PDF (140.28 KB)

Lump sum voluntary member contribution by cheque form

Complete this form if you want to make a voluntary lump sum member contribution. You can fill this form out online before printing and signing.

Download PDF (527.56 KB)

Spouse contribution form

Complete this form to make a contribution to your spouse's accumulation super account.

Download PDF (80.20 KB)

Work test declaration - contribution eligibility form

Complete this form to confirm you’ve met the government work test and are able to make certain super contributions.

Download PDF (554.09 KB)

The concessional contributions cap and NTC rates for DBD members receiving 14% employer contributions

This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

Download PDF (189.50 KB)

The concessional contributions cap and NTC rates for DBD members receiving 17% employer contributions

This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

Download PDF (191.47 KB)

The concessional contributions cap and NTC rates for former WEHI members

This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

Download PDF (190.53 KB)

Choosing a style of super that suits you

You may need to make an important decision about your super within the first 24 months of becoming a UniSuper member. Use this fact sheet to help you decide which style of super is right for you.

Download PDF (144.13 KB)

Contribution flexibility fact sheet and application form

Complete this form to reduce the level of your standard member contributions under our contribution flexibility arrangements.

Download PDF (144.18 KB)

The concessional contributions cap and NTC rates for DBD members receiving 14% employer contributions

This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

Download PDF (189.50 KB)

The concessional contributions cap and NTC rates for DBD members receiving 17% employer contributions

This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

Download PDF (191.47 KB)

The concessional contributions cap and NTC rates for former WEHI members

This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

Download PDF (190.53 KB)

Options for grandfathered DBD members at risk of exceeding the concessional contributions cap

This fact sheet is for DBD members who joined prior to 12 May 2009 and have not lost grandfathering arrangements. It explains the options available to those at risk of exceeding their concessional contributions cap.

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Options for non-grandfathered DBD members at risk of exceeding the concessional contributions cap

This fact sheet is for DBD members who joined after 12 May 2009. It explains the options available to those at risk of exceeding their concessional contributions cap.

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About leaving service benefits

For members who joined the DBD before 1 January 2015, this fact sheet explains how leaving service benefits will be calculated.

Download PDF (578.33 KB)

Temporary allowance fact sheet

This fact sheet provides information on temporary allowances and clarifies how allowances commencing on or after 18 April 2015 are treated.

Download PDF (74.21 KB)

About inbuilt benefits

For eligible members who joined the DBD before 1 January 2015, this fact sheet explains how inbuilt benefits will be calculated.

Download PDF (122.07 KB)

DBD explained

UniSuper’s Defined Benefit Division explained summarises how the DBD works. It covers membership advantages and risks.

Download PDF (735.72 KB)

What happens to my super if my salary is reduced?

This fact sheet explains how a reduction in salary could affect your benefits and some options to consider.

Download PDF (66.45 KB)

Understanding your DBD if you purchased additional benefit service

This fact sheet is for DBD members who purchased additional benefit service prior to 1 July 1998.

Download PDF (87.43 KB)

Super and family law

This fact sheet explains how super is generally treated under family law, particularly when it comes to super splitting, Court Orders and Superannuation Agreements.

Download PDF (108.81 KB)

Changing your insurance cover

Use this form to cancel (opt out of) or decrease your Death, Total and Permanent Disablement (TPD) and/or Income Protection (IP) cover. You can also use this form to apply to increase your waiting period or decrease your IP benefit period.

Download PDF (93.99 KB)

Terminal medical condition benefit

This fact sheet explains how to claim a terminal medical condition benefit if you have a terminal illness or injury.

Download PDF (55.63 KB)

Inbuilt terminal medical condition benefit

This fact sheet explains how to claim an inbuilt terminal medical condition benefit if you have a terminal illness or injury.

Download PDF (110.03 KB)

Inbuilt temporary incapacity benefits for DBD members

This fact sheet provides information about the temporary incapacity benefit available to DBD members and explains how to make a claim for a temporary incapacity benefit claim.

Download PDF (99.86 KB)

Inbuilt disablement benefits for DBD members

This fact sheet provides information about disablement benefits available for Defined Benefit Division members and how to make a disablement benefit claim.

Download PDF (55.14 KB)

Fixed insurance cover fact sheet and form

This fact sheet provides information about converting unitised Death and Total and Permanent Disablement (TPD), Death-only or TPD-only insurance cover to fixed cover. It also includes the relevant Fixed insurance cover application form.

Download PDF (163.54 KB)

Life Events/Salary Increase cover fact sheet and form

This fact sheet provides information about Life Events insurance cover and Salary Increase cover available through our Insurer TAL Life Limited. It also includes the relevant Life events insurance cover and Salary Increase cover application form.

Download PDF (209.11 KB)

Transfer of insurance cover form

Use this form to transfer existing insurance cover from a previous superannuation arrangement across to your UniSuper membership.

Download PDF (98.88 KB)

Application for additional default cover

Use this form to apply for additional default insurance for DBD, Accumulation 1 and Accumulation 2 members.

Download PDF (562.97 KB)

Application for additional default cover (Personal Account)

Use this form to apply for additional default insurance for Personal Account members

Download PDF (565.29 KB)

Investment choice form - super members

Log in to your account to quickly and securely switch your investment options. You can choose to switch your current account balance, future contributions or rollovers received into your account. 

If you'd prefer to complete the paper form and post it back to us, please download the Investment choice form - super members (PDF, 627KB).

Investment choice form - pension members

Log in to your account to quickly and securely switch your investment options for your pension account.

If you'd prefer to complete the paper form and post it back to us, please download the Investment choice form - pension members (PDF, 627KB).

Your super when you leave your job

This brochure highlights the benefits of remaining a UniSuper member even if you’re leaving the higher education sector, how you can remain a member and the relevant forms you may need to complete.

Download PDF (1.26 MB)

Super Choice - Fund nomination form

This form contains everything you need to nominate UniSuper as your fund of choice. Complete and return the form to your new employer—you’ll just need to include your contact details and UniSuper member number. All the information your employer needs about us is included in the form.

Download PDF (81.61 KB)

Change of details form - super members

Complete this form if you want to update your personal details or make or change your preferred beneficiary nomination.

Download PDF (123.50 KB)

Tax file number collection form

Use this form to notify us of your tax file number.

Download PDF (71.60 KB)

Your guide to proof of identity fact sheet

This fact sheet gives you information about providing certified copies of your proof of identity to prove you are the person to whom your super belongs.

Download PDF (66.90 KB)

Combine my super (full rollover) form

Complete this form to arrange the rollover of your super from a previous fund to your UniSuper account.

Download PDF (128.24 KB)

Third party authority form

Complete this authority form to authorise a person and/or nominated party to access details regarding a member's UniSuper account/s.

Download PDF (544.61 KB)

Application for reclassification or refund of contributions form

Use this form if your contribution has been classified incorrectly or was paid in error.

Download PDF (630.78 KB)

Binding death benefit nomination form

Complete this form to make, update or cancel a Binding Death Benefit nomination. You can fill this form out online before printing and signing.

Download PDF (481.28 KB)

Change of details form - pension members

Complete this form if you want update your personal details or financial account details. If you’re a Flexi Pension or Term Allocated Pension member, use this form to change the amount of your pension payments, change the frequency of your pension payments, change your pension drawdown method or make or change your non-binding beneficiary nomination.

Download PDF (150.07 KB)

Change bank account details

Use this form to add, remove or update the bank account your pension is paid to.

Download PDF (124.61 KB)

Reversionary beneficiary fact sheet and form

This fact sheet explains the rules that apply to reversionary beneficiary nominations for Flexi Pension members. It also includes the relevant Adding or removing a reversionary beneficiary form.

Download PDF (174.70 KB)

How Defined Benefit Indexed Pensions are calculated fact sheet

This fact sheet is for DBD members who are eligible to open a Defined Benefit Indexed Pension and explains how the pension is calculated at age 65 under Division A and B of the DBD.

Download PDF (111.59 KB)

Transfer your Flexi Pension to a super account

This fact sheet is for Flexi Pension members wanting to close their Flexi Pension and transfer the balance to a super account, or transfer part of their Flexi Pension account balance to a super account (generally not applicable to Flexi Pensions taken under Transition to Retirement (TTR) rules).

Download PDF (95.44 KB)

Flexi Pension - Annual pension payment election form

Use this form to nominate your annual Flexi Pension payment and/or change the payment frequency.

Download PDF (568.58 KB)

Flexi Pension (TTR) - Annual pension payment election form

Use this form to nominate your annual TTR Flexi Pension payment and/or change the payment frequency.

Download PDF (568.82 KB)

Term Allocated Pension - Annual pension payment election form

Use this form to nominate your annual Term Allocated Pension payment and/or change the payment frequency.

Download PDF (568.03 KB)

Transition to retirement

This fact sheet explains how to open a Flexi Pension account and the eligibility requirements under the transition to retirement rules.

Download PDF (77.26 KB)

Your income when you retire

This booklet outlines the different income streams we offer and what you need to consider before deciding on the best retirement income for you.

Download PDF (2.00 MB)