Forms for BT Lifetime Super – Employer Plan

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

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 Form (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 Lifetime Super – Employer Plan 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. 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.

  5. Investment Choice (PDF 20KB)
     Use this form if you would like to specify the investment options where your future contributions and rollovers are to be invested. Unless you advise BT that you would like to specify your investment strategy, your investments will be placed in the default investment option selected by your employer. Alternatively, log into BT Online or call customer relations.

  6. Withdrawal Form (PDF 120KB)
     Use this form to rollover your superannuation to another fund or, if you are eligible, make a full withdrawal

  7. Partial Withdrawal Request (PDF 50KB)
     Use this form to partially rollover your superannuation to another fund or, if you are eligible, make a partial withdrawal.

  8. Personal Tax Deduction (PDF 166KB)
    Use this form to advise whether a tax deduction will be claimed on personal contributions received in BT Lifetime Super - Employer Plan on or after 1 July 2007.

  9. Downward Variation of a Previous Tax Deduction Notice (PDF 160KB)
    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. Eligibility to Contribute – Declaration Form (PDF 70KB)
     Use this form to confirm that you are eligible to make superannuation contributions into your account.

  11. Payroll Deduction Authority (PDF 80KB)
     Use this form if you wish to make voluntary super contributions from your salary. Provide this form to your employer.

  12. Personal, Spouse and Third Party Employer Contributions (PDF 110KB)
     Use this form each time an employer contribution is made for a spouse or retained member account, and for all other types of contributions after the initial contribution.

  13. Spouse, sole trader and business partner application booklet (PDF 123KB)
    Use this booklet to add spouses, Business Partners and Sole Traders to an existing BT Lifetime Super – Employer Plan.

  14. Contribution Splitting (PDF 123KB)
    Use this form if you intend splitting superannuation contributions with an eligible spouse. Please see attached form for definition of an eligible spouse.

Forms to update your account details

  1. Change of Details Request (PDF 40KB)
     Use this form to change personal or account details such as your address. Alternatively call customer relations.
    If you would like to advise of a change of name, a printed and signed form needs to be provided.

  2. BT Link and BT Online Registration (PDF 50KB)
     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.

  3. Tax File Number (PDF 40KB)
     Use this form to provide your Tax File Number to BT. Alternatively, log into BT Online or call customer relations.

  4. Personal Advice Fee (PDF 20KB)
     Use this form if you wish to have a personal advice fee deducted directly from your super account and paid to the Plan’s adviser (this cannot be paid to any other adviser).

  5. Nomination of Beneficiaries (PDF 30KB)
     Use this form to nominate who you would like to receive your superannuation benefits in the event of your death.

  6. Life Insurance Application (PDF 138KB)
     Use this form to apply for insurance cover, or increase your current insurance arrangements under your superannuation plan.

  7. Personal Statement for Insurance Cover (PDF 90KB)
     Use this form if you answered ‘yes’ to any of the questions in the Health declaration section of the Life Insurance Application form (above).

  8. Questionnaires for Insurance Cover (PDF 64KB)
    Use this form if you have been directed to do so when completing the Personal Statement for Insurance Cover form (above).

  9. Application to Reduce or Cancel Insurance Cover (PDF 97KB)
     Use this form to reduce or opt-out of insurance cover under your superannuation plan.