Forms

Use this form to rollover other funds into your Tasplan account.

Want a free comparison between Tasplan and your current retail super fund? What’s the difference in the fees you pay and the returns you get for both funds? Simply fill in the form, send it to us and we'll send you a free report showing the fees and performance of Tasplan versus the other fund.

If you are requesting additional Death or Death and TPD cover, or Income Protection cover you must also complete this form.

This form is for members that have not been occupationally rate for insurance purposes or who have changed their occupation and are now able to be rated as White Collar or Professional.

Use this to transfer eligible superannuation contributions from your Tasplan account to the account of a spouse.

This form can be used to make, update or cancel a Binding Death Benefit nomination for your Tasplan benefit.

This guide should be used to provide guidance in relation to completing a death claim form.

Use this for personal contributions to super through direct debit from your account.

Use this form to tell the Government into which superannuation fund account you want a benefit to be paid.

This form can be used to authorise an employer to make deductions to Tasplan from a member's pay.

This is a template of an agreement between an employee and employer to begin salary sacrifice. Consult with your employer over the availability of salary sacrifice.