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.
This provides important information members need to know about our Tasplan Pension options. It includes the Join Tasplan Pension form.
Use this form to tell us whenever your personal details change.
Use this form to change your investment options in Tasplan Super.
Use this form to change your investment options in your Control or Transition Pension account.
Your employer must complete this to let us know if a defined benefit member stops employment.
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.
Use this form to give someone else permission to access your account information.
Give this form to your employer, so they can pay your super to Tasplan.
Use this form if you want to change your pension payments in your Control or Transition Pension.
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.
Use this form to change some or all of your Control Pension to a Managed Pension.
Use this form to change some or all of your Managed Pension to a Control Pension.
Use this form to convert your Transition Pension to a Control or Managed Pension.
If you're under 60 years of age, use this form to tell us your tax file number before you start your pension.
Use this form to combine your super with another fund with Tasplan.
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.
Use this form to make extra after-tax contributions to your account.
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.
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.
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.
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.
Use this form if you have extra nominations to make for 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.
Use this form to cancel your binding death benefit 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.
Use this form to apply for insurance.
Use this form to tell Tasplan you don't want your cover cancelled due to inactivity.
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.
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.
Use this form if you’ve changed occupation ratings.
Use this form to transfer your existing insurance with another fund to Tasplan.
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.
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.
Use this form to make a withdrawal or payment from your Tasplan Super account.
Use this form to request a lump sum payment from your Tasplan Pension.
Use this form to make a withdrawal or payment from your defined benefits 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.