Forms

Your Financial Checklist

Your Financial Checklist is a tool which will help you collate the information that you will need when you meet with your financial planner.

Download - Financial Checklist

Declaration of Compliance

You may require a declaration or letter of compliance if you have asked your employer to (a) pay your Superannuation Guarantee (SG) contributions to the State Super Retirement Fund or (b) pay salary sacrifice contribution to the State Super Retirement Fund or (c) you instruct another fund to transfer money to this product.

This declaration confirms that the State Super Retirement Fund is a regulated superannuation fund under the Superannuation Industry (Supervision) Act 1993 (‘SIS’).

Download - Declaration of Compliance

Change of Details

As a client of State Super Financial Services, use this form to advise us of any changes to your personal information including your contact details or bank related information.

Download - Change of Details

Beneficiaries

As a client of State Super Financial Services, and a member of our superannuation funds, use this form to advise us of your beneficiary nomination.

Download - Beneficiaries Notification

Redemption

As a client of State Super Financial Services, use this form to withdraw funds from your investment.

Download Here - Redemption Notification

Switching

As a client, use this form to provide instructions relating to changing your investment mix.

Download - Switching Notification

Transfer

By completing this form, you will request the transfer of your superannuation benefits between funds. This form will NOT change the fund to which your employer pays your contributions. The Standard Choice Form must be used by you to change funds.

Download - Request to Transfer