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Help with BTOE
Forms
Find out whether you belong to the BT Lifetime Super - Employer Plan or the BT Business Super plan by looking at your Product Disclosure Statement (PDS), or any correspondence you have received from BT.
BT Business Super
- Pre-populated Standard Choice Form (RTF 351KB)
- New Employee Details form (PDF 464KB)
- Contribution advice form (PDF 40KB)
- Member Additional Information Form (PDF 30KB)
- Spouse, sole trader and business partner application booklet (PDF 95KB)
- Request to Transfer form (PDF 33KB)
- Compliance letter (PDF 34KB)
- Withdrawal Request form (PDF 50KB)
- Tax File Number declaration (PDF 655KB)
- Investment Choice/Switch Request form (PDF 722KB)
- Life Insurance Application form (PDF 82KB)
- Personal statement for insurance cover (PDF 49KB)
- Change of details form (PDF 23KB)
- Payroll deduction authority form (PDF 27KB)
- BT Online and BT Link application form (PDF 74KB)
- Nomination of beneficiaries form (PDF 30KB)
- Personal, Spouse and Third Party Employer Contributions (PDF 110KB)
- Eligibility to contribute - declaration form (PDF 67KB)
- Contributions splitting form (PDF 110KB)
- BT Online Employer New Access form (PDF 96KB)
- BT Online Employer Additional Pay Centre Application (PDF 156KB)
BT Lifetime Super - Employer Plan
- Payroll deduction authority form (PDF 80KB)
- Pre-populated Standard Choice Form (RTF 351KB)
- New employee details form (PDF 40KB)
- Tax File Number declaration (PDF 41KB)
- Investment Choice/Switch Request form (PDF 50KB)
- Life Insurance Application form (PDF 61KB)
- Personal statement for insurance cover (PDF 53KB)
- Nomination of beneficiaries form (PDF 30KB)
- Withdrawal Request form (PDF 70KB)
- Exit form guide (PDF 78KB)
- Change of details form (PDF 45KB)
- Personal advice fee form (PDF 46KB)
- Personal, Spouse and Third Party Employer Contributions (PDF 110KB)
- Spouse, sole trader and business partner application booklet (PDF 123KB)
- Request to Transfer form (PDF 59KB)
- BT Online and BT Link application form (PDF 74KB)
- Contributions splitting form (PDF 110KB)
- BT Online Employer New Access form (PDF 96KB)
- BT Online Employer Additional Pay Centre Application (PDF 156KB)
Other useful information
Super tax briefs and technical information