Forms for BT Super for Life

Use one of the forms below to update the details of your investment.

 

  1. Choice of Superannuation Fund Form (PDF 135KB)
    Complete this form and hand it to your employer or payroll manager to ask them to pay your super into your BT Super for Life account.

  2. Rollover Form (PDF 160KB)
    Complete this form if you wish to rollover your existing super funds into your BT Super for Life account. Simply complete the details of your existing super fund/s. You will need a new form for each fund you wish to rollover. After completing the form, attach a copy of certified ID. You can certify your ID at your local Westpac branch, Australia Post outlet or Police Station. Make sure you have a separate copy of certified ID for each form you complete. Then send the form/s and your certified ID to your existing super funds.
  3. Super For Life Compliance Letter (PDF 130KB)
    Provide this letter as evidence of BT Super For Life being a complying superannuation fund when requesting to rollover your existing super funds into your BT Super For Life account.

If you would like any help completing these forms call us on 1300 653 553 between 8am and 6:30pm.

Alternatively you can access BT Super for Life forms while doing your internet banking with Westpac. Follow the link to log in to Westpac Online (opens in a new window) and go to Forms and Publications in the Superannuation section.