Superannuation forms

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Superannuation forms
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Authorisation to transfer superannuation benefits between funds

Type: pdf (583Kb)

Use this form if you want to transfer monies from your previous superannuation fund to your existing Zurich superannuation plan.

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Superannuation direct debit request form

Type: pdf (188Kb)

This Direct debit request form should be used by existing investors only and may be used to set up a new or change an existing regular direct debit payment from your Australian bank, building society or credit union account.

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Retirement forms
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Tax File Number declaration

Please refer to www.ato.gov.au for Tax file number declaration form (reference number NAT3092).


Withholding declaration form

Please refer to www.ato.gov.au for Withholding declaration - short version for seniors and pensioners form (reference number NAT5072).


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