Change of name and/or date of birth must be done in writing, please choose your product below for instructions.
If you have already registered to use our online services, please login to the Desktop.
Alternatively call us on 1300 657 010 or speak with your financial adviser.
Download the form for your product from those listed below. Print it out, complete it and return to us at the address printed on the form. You will need a separate form for each product.
BT Super (PDF 325KB)
BT Lifetime - Personal Super (PDF 183 KB)
BT Classic Lifetime Personal Super (PDF 183 KB)
BT Retirement Selection Personal Super Plan (PDF 183 KB)
BT Superannuation Investment Fund (PDF 183 KB)
BT Superannuation Savings Fund (PDF 183 KB)
BT Classic Lifetime Flexible Pension (PDF 183 KB)
BT Lifetime Super - Employer Plan (PDF 286 KB)
BT Business Super (PDF 285 KB)
If you cannot download or print the form Contact us to ask for a form to be sent to you.
Call us on 132 135 with your four digit PIN
Alternatively please send a written and signed request to retailprocessing@btfinancialgroup.com. Your letter should include your account/member number, full name, date of birth and new and old address.