Member forms

  • Join Tasplan

    Tasplan Super Guide

    This is a summary of significant information members need to know about becoming a member of Tasplan Super.

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

    Tasplan Pension Guide

    This provides important information members need to know about our Tasplan Pension options. 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 in Tasplan Super.

    Change your Tasplan Pension investments

    Use this form to change your investment options in your Control or Transition Pension account.

    DB members stopping employment

    Your employer must complete this to let us know if a defined benefit member stops employment.

    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.

    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.


  • Tasplan Pension

    Change your pension payments

    Use this form if you want to change your pension payments in your Control or Transition Pension.

    Change your details

    Use this form to update your details, including where your Managed Pension is paid. Refer to the Pension payments calendar 2019-20 for payment dates.

    Change your Control Pension to a Managed Pension

    Use this form to change some or all of your Control Pension to a Managed Pension.

    Change your Managed Pension to a Control Pension

    Use this form to change some or all of your Managed Pension to a Control Pension.

    Convert your Transition Pension

    Use this form to convert your Transition Pension to a Control or Managed Pension.

    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.


  • Boost your savings

    Combine your super with Tasplan

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

    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 Nominating your beneficiaries 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 Nominating your beneficiaries fact sheet for more information.

    Cancel a binding death benefit nomination

    Use this form to cancel your binding death benefit nomination.

    Reversionary beneficiary nomination

    Use this form to add, change or remove a reversionary beneficiary to/from your Tasplan Pension account. Check out the Nominating your beneficiaries fact sheet for more information.


  • Insurance

    Apply for cover

    Use this form to apply for insurance. 

    Keep my cover

    Use this form to tell Tasplan you don't want your cover cancelled due to inactivity.

    Life events

    If you’ve recently experienced a major life event such as buying a home, getting married or having a child, you may be eligible to increase your death and total and permanent disablement cover without needing to provide medical evidence. Conditions apply and you must apply within 60 days of the event. Refer to the Insurance guide or contact us for more information.

    Manage your cover

    Use this form to update your cover, including converting your default cover to fixed cover. You can also use this form to reduce or cancel your cover.

    Occupation rating

    Use this form if you’ve changed occupation ratings.

    Transfer your insurance

    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 Tasplan Super account.

    Withdraw from your Tasplan Pension

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

    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. Check out the Paying advice fees from a Tasplan account fact sheet for more information.