Forms for BT Classic Lifetime – Personal Super

Forms to arrange a transaction

1. Consolidate your super
   Consolidate your super funds quickly and easily using BT's Easy Rollover Tool. You simply provide your details once, and the Tool will automatically create all the forms you need to bring your super investments together.
   
   Alternatively you can use the Request to Transfer From (PDF 165KB) to roll money invested in any previous superannuation funds into your BT superannuation account. Use a separate form for each previous fund.
   
   
2. Super Choice Fund Form (PDF 115KB)
   To nominate BT Classic Lifetime – Personal Super to receive your Superannuation Guarantee (SG) contributions, complete this form and return it to your employer. This form may be used instead of the 'Choice of Superannuation Fund – Standard Choice' form.
   
   
3. Letter of Compliance (PDF 30KB)
   If you are rolling money invested in any previous superannuation funds into your BT superannuation account, the previous fund may request that you provide BT’s Letter of Compliance. The letter states that your BT super fund complies with applicable law.
   
   
4. Additional Contributions and Direct Debit Request Form (PDF 70KB)
   Use this form to make additional contributions. The form can also be used to set up a direct debit arrangement. Alternatively, if you already have a direct debit arrangement in place, log into BT Online, use BT Link or call customer relations to make an additional contribution. You may also arrange an additional contribution without a form by sending funds via BPAY.
   
   • ‘How to’ guide for making superannuation contributions (Personal Superannuation Accounts) (PDF 220KB)
   
   
5. Switch Request (PDF 50KB)
   Use this form to switch funds from one investment option to another. Alternatively, log into BT Online, use BT Link or call customer relations to arrange a switch.
   
   
6. Contribution Splitting (PDF 100KB)
   Use this form if you intend splitting superannuation contributions with an eligible spouse. Please see attached form for definition of an eligible spouse.
   
   
7. Eligibility to Contribute (PDF 61KB)
   Use this form to confirm that you are eligible to make superannuation contributions into your account
   
   
8. Personal Tax Deduction Notice - for contributions on or after 1 July 2007 (PDF 167KB)
   Use this form to advise whether a tax deduction will be claimed on personal contributions received in BT Personal Super on or after 1 July 2007.
   
   
9. Downward Variation of a Previous Tax Deduction Notice (PDF 163KB)
   Use this form if you have already provided us with a Personal Tax Deduction Notice for your personal contributions and you wish to reduce the amount stated in that notice.
10. Withdrawal Request
    This form is used to roll over your superannuation to another fund or, if you are eligible, make a withdrawal. If you require this withdrawal form, please call BT Customer Relations on 132 135.
    
11. Advice Fee form (PDF 206KB)
    Use this form if you have agreed with your financial adviser to set-up a new advice fee arrangement to have an ongoing advice fee deducted from your BT account. You can also use this form to amend or replace an existing advice fee arrangement on your BT account, if you have previously set-up an ongoing advice fee by completing an Advice Fee form or the Advice Fee section of your application form on or after 14 December 2011.
12. Advice Fee Cancellation form (PDF 148KB)
    This form can only be completed for members who have already set-up a monthly ongoing advice fee arrangement with their financial adviser on or after 14 December 2011 by completing an Advice Fee form (or Advice Fee section of their application form). If you have not previously set-up an ongoing advice fee for your BT account in this way, please contact your financial adviser to discuss your arrangement with them. This form can be completed by you, or your financial adviser associated with the monthly ongoing advice fee arrangement that is being cancelled (or a financial adviser authorised under the same AFSL).

Forms to update your account details

13. Nomination of Beneficiaries (PDF 686KB)
    Use this form to nominate who you would like to receive your superannuation benefits in the event of your death.
    
14. Change of Details Request (PDF 50KB)
    Use this form to change personal or account details such as your address. Alternatively, log into BT Online or call customer relations.
    
    If you would like to provide new bank account details or advise of a change of name, a printed and signed form needs to be provided.
    
    
15. BT Link and BT Online Registration (PDF 80KB)
    Use this form to register for both BT Link (our automated telephone service) and BT Online (the secure section of this website). Alternatively, call customer relations.
    
    
16. Appoint an Authorised Representative (PDF 40KB)
    Use this form to appoint someone to operate your account.
    
    
17. Nominate a Tax File Number (PDF 50KB)
    Use this form to nominate a tax file number and avoid penalties.