Member forms
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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.
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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.
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Choice
Pay your super to Tasplan Super
Give this form to your employer, so they can pay your super to Tasplan.
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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.
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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.
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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.
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Insurance - Tasplan Protect 1
For members who aren't Tasmanian State Government employees or former RBF Tasmanian Accumulation Scheme members.
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.
Keep my cover
Use this form to tell Tasplan you don't want your cover cancelled due to inactivity.
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Insurance - Tasplan Protect 2
For members who are Tasmanian State Government employees or a former RBF Tasmanian Accumulation Scheme members.
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.
Keep my cover
Use this form to tell Tasplan you don't want your cover cancelled due to inactivity.
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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.
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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.