Forms for BT Lifetime – Flexible Pension

Use one of the forms below to arrange a transaction or to update the details of your investment.

Forms to arrange a transaction

  1. Tax file number declaration (PDF 1MB)
    Use this form to lodge your tax file number declaration.

  2. Letter of Compliance (PDF 30KB)
     If you are rolling money invested in any previous superannuation funds into BT to start a BT flexible pension, 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.

  3. Switch and Change of Income Payment Details Form (PDF 360KB)
     Use this form to switch between Investment Options within the Plan and change income payment details. Alternatively call customer relations.

  4. 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.

Forms to update your account details

  1. Change of Details Request (PDF 50KB)
     Use this form to change personal or account details such as your address. Alternatively, log into BT Online (opens in a new window) 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.

  2. BT Link and BT Online Registration (PDF 80KB)
     Use this form to register for both BT Link (our automated telephone service) and BT Online (opens in a new window) (the secure section of this website). Alternatively, call customer relations.

  3. Appoint an Authorised Representative (PDF 40KB)
     Use this form to appoint someone to operate your account.

  4. Nomination of Beneficiaries (PDF 70KB)
     Use this form to nominate who you would like to receive your superannuation benefits in the event of your death. The form can also be used to revoke a current nomination.