BT Superannuation forms

Here you'll find all the forms you need to maximise your super, including:

  • Rolling over your other super funds into your BT Super account

  • Employer contribution forms - to ensure your current employer makes contributions to your BT Super account

BT Super for Life

  • Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.

  • Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form

BT Lifetime Super - Personal Super Plan

  • Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.

  • Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form

  • Switch Request - Use this form to switch funds from one investment option to another.

BT Classic Lifetime Super - Personal Super Plan

  • Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.

  • Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form

BT Retirement Selection - Personal Super Plan

  • Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.

  • Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form

BT Superannuation Investment Fund

  • Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.

  • Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form

BT Superannuation Savings Fund

  • Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.

  • Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form

BT Lifetime Super - Employer Plan

  • Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.

  • Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form

BT Business Super

  • Rollover form - Use this form to consolidate your current super funds into your BT Super account. Note you will need one form for each super fund you're rolling over from.

  • Super Choice form - Request your employer to make contributions to your BT Super account with a Super Choice form

Unsure which BT Super account you have or need help?

See more superannuation forms

More information about your fund can be found in the Product Disclosure Statements (PDSs) and Financial Services Guides (FSGs).

Superannuation is a long-term investment. The Government has placed restrictions on when you can access your preserved benefits. The Government has set caps on the amount of money you can add to superannuation each year on a concessionally taxed basis. In addition, the Government has set a non-concessional contributions cap. For more detail, speak with a financial adviser or visit the ATO website.