Member forms

  • Join Tasplan

    Tasplan Super Member Guide Tasplan Protect 1

    This is a summary of significant information members need to know about becoming a member of Tasplan Super. This Member guide is for members who are not Tasmanian State Government employees or former RBF Tasmanian Accumulation Scheme members.

    It includes the Join Tasplan Super - Tasplan Protect 1 form but you can also join online.

    Tasplan Super Member Guide Tasplan Protect 2

    This is a summary of significant information members need to know about becoming a member of Tasplan Super. This Member guide is for members who are Tasmanian State Government employees or former RBF Tasmanian Accumulation Scheme members.

    Your Tasmanian State Government employer will arrange to open a Tasplan Super - Tasplan Protect 2 account and pay super guarantee contributions on your behalf.


  • 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.

    Provide your tax file number

    Use to form to tell us your tax file number (TFN). If you don’t provide your TFN, you may pay more tax than you need to. Plus you won’t be able to make some types of contributions.

    Tax file number declaration for pensions

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

    Third party authorisation form

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


  • Choice

    Pay your super to Tasplan Super

    Give this form to your employer, so they can pay your super to Tasplan.


  • Manage your Tasplan Pension

    Change your pension payments

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

    Partial withdrawal from your Tasplan Pension

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

    Pension payments calendar 2018-19

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


  • Boost your savings

    Combine your super with Tasplan - Tasplan Protect 1

    Use this form to combine your super with another fund with Tasplan Protect 1.

    Combine your super with Tasplan - Tasplan Protect 2

    Use this form to combine your super with another fund with Tasplan Protect 2.

    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. Check out the Thinking of downsizing your home? fact sheet or ato.gov.au for more information.

    Make a super contribution

    Use this form to make extra after-tax contributions to your account.

    Notice of intent to claim or vary a deduction for personal super contributions

    You can do this in Tasplan Online through the Contributions menu. If you'd like a paper form, visit the ATO website at ato.gov.au. Check out the Claiming tax deductions for contributions fact sheet for more information.

    Superannuation contributions splitting application

    This is an ATO form. Use this form to split contributions with your spouse. Check out the Super contribution splitting fact sheet for more information.


  • Nominate beneficiaries

    Choose your non-binding beneficiaries

    Use this form to make a non-binding nomination on who'll receive your death benefit. Check out the Nominating your beneficiaries fact sheet for more information.

    Make a binding death benefit nomination

    Use this form to make a binding death benefit nomination on who’ll receive your death benefit. Check out the Make or renew a binding death benefit nomination fact sheet for more information.

    Extra binding death benefit nomination

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

    Renew your binding death benefit nomination

    Use this form to renew your binding death benefit nomination. Check out the Make or renew a binding death benefit nomination fact sheet for more information.

    Cancel a binding death benefit nomination

    Use this form to cancel your binding death benefit nomination.


  • Insurance - Tasplan Protect 1

    Apply for insurance with personal health statement

    Use this form to apply for insurance. It also includes a personal health statement. 

    Cancellation or reduction of insurance

    Use this form to cancel or reduce your insurance.

    Occupation rating

    Use this form if you’ve changed occupation ratings.

    Short form underwriting

    Use this form to apply for fixed cover up to certain age-based limits, without having to provide detailed health information. 

    Transfer your insurance to Tasplan

    Use this form to transfer your existing insurance with another fund to Tasplan. 


  • Insurance - Tasplan Protect 2

    Apply for insurance with personal health statement

    Use this form to apply for or increase your insurance or change your income protection cover. It also includes a personal health statement.

    Change your basic income protection cover

    Use this form to provide us with your salary information so we can update your basic income protect cover. This form should be completed and returned to us within 90 days of the date shown on the letter from us advising that default cover has been provided.

    Insurance variation

    Use this form to convert, reduce or cancel your cover, or change your occupation rating.

    Introductory income protection cover

    Use this form to get additional income protection cover for employment outside of your Tasmanian State Government employer. Conditions apply.

    Life events

    Use this form to increase existing death and total and permanent disablement cover if you've experienced a ‘life event’. Conditions apply.

    Transfer your insurance to Tasplan

    Use this form to transfer your existing insurance with another fund to Tasplan.


  • Access your super

    Apply to access your super under financial hardship

    Use this form to apply for early access to your super under financial hardship. Check out the Early access to your super fact sheet for more information.

    Transfer from Tasplan to a KiwiSaver scheme

    Use this form if you've permanently moved to New Zealand and you want to transfer your super. Check out the Transferring your super to a KiwiSaver fact sheet for more information.

    Withdrawing your super

    Use this form to make a withdrawal or payment from your super account.

    Withdrawing your super - DB

    Use this form to make a withdrawal or payment from your defined benefits account.


  • Everything else

    Pay advice fees from your Tasplan account

    If you get personal financial advice about your Tasplan super, you can use this form to have the advice fee paid from your nominated Tasplan account.