Member forms

  • Product disclosure statement

    Tasplan Pension Member guide

    This contains all the information about our Tasplan Pension. It includes the Join Tasplan Pension form.


  • Update your account

    Change your details

    Use this form to tell us whenever your personal details change.

    Change your investments

    Use this form to change your investment options.

    Make a binding death benefit nomination

    Use this form to make a binding death benefit nomination on who’ll receive your death benefit.

    Extra binding death benefit nomination

    Use this form if you have extra nominations to make for your binding death benefit nomination.

    Cancel a binding death benefit nomination

    Use this form to cancel your binding death benefit nomination.

    Choose your non-binding beneficiaries

    Use this form to make a non-binding nomination on who'll receive your death benefit.

    Change your pension payments

    Use this form if you want to change your pension payments.

    Tax file number declaration

    If you're under 60 years of age, use this form to tell us your TFN before you start your pension.

    Pension payments calendar 2018-19

    Here are the scheduled pension payments for the 2018-19 financial year.


  • Everything else

    Third party authorisation form

    Use this form to give someone else permission to access your account information. 

    Partial withdrawal from your Tasplan Pension

    Use this form to request a lump sum payment from your standard Tasplan Pension.

    Downsizer contribution into super

    This is an ATO form. Use this form to make a downsizer contribution into your super if you're over 65 (you can't contribute to Tasplan Pension accounts). Check out the Thinking of downsizing your home? fact sheet or ato.gov.au for more information.