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Member Forms

You can download a range of forms and important information from this section – from Product Disclosure Statements and Guides, to insurance and claim forms.

Keep in mind that you can manage most things online through your MemberAccess account.

To download these documents you will need the free Adobe Acrobat Reader program installed on your computer.

Fact Sheets
Superannuation Basics

A simple fact sheet to help you understand the basics of superannuation – what it’s designed for, and how it can help you fund a great life after work


Making Additional Contributions

Information on the different types of additional contributions you can make to help boost your super savings


Consolidating Your Super

Information on the benefits of consolidating multiple super accounts into a single account and how to consolidate into your Nationwide Super account


Contribution Limits

Information on the different types of contributions you can make to your Nationwide Super account and any limits imposed by the government


Accessing Your Super

Information on when and how you can access your super savings


Super Co-Contributions

Information on the government’s super co-contribution initiative and how to work out if you qualify


 Death Benefits

A guide to help you understand what happens to your super benefits in the event of your death, how to make a claim and how you can nominate who receives a benefit


 TPD Benefits

A guide to help you understand what happens to your super benefits in the event of your permanent disability, how to make a claim and how you can nominate who receives a benefit


Beneficiary Nominations

This fact sheet explains who you can nominate to receive you super benefits in the event of your death, the two types of nominations available, and how to make a beneficiary nomination


 Protecting Your Super

A guide to help you understand the process for providing proof of identity and certifying of documents to Nationwide Super including a list of who can certify documents for you


Departing Australia Superannuation Payment

Information for temporary residents on departing Australia and how to take your super with you


First Home Super Saver Scheme 

Information about the Government’s First Home Super Saver Scheme including eligibility criteria and how to apply


 Super & Relationship Breakdown

Information to assist members and their legal representatives to understand how their super is treated in the event of a relationship breakdown


Taking Care of Your Finances

General information with suggestions to help manage your finances during tougher periods, including reference to a number of helpful resources


 

PDS & Guides

Product Disclosure Statement
Provides important information about the features, costs, benefits and risks of investing in a Nationwide Super – Employer or Nationwide Super – Personal product.


Super Guide
Provides further details about how super works, our fees and costs, how super is taxed and how to open an account


Investment Guide
To help you make an informed investment choice from our range of investment options.


Insurance, Fees and Costs Guide
A guide for members on our Death, Total & Permanent Disablement and Income Protection insurance options, along with further details of Fees and Costs associated with Nationwide Super products


Target Market Determinations/ DDO Information
Design and Distribution Obligations (DDO) are designed to help retail investors obtain financial products that are suitable for their objectives, financial situation and needs, and include the Target Market Determinations. These are published on the Russell Investments website.


Joining & Consolidating

Member Application Form – Employer
To join Nationwide Super – Employer. Where your employer will be paying Superannuation Guarantee (SG) contributions for you. The application form is attached to the back of the Product Disclosure Statement(PDS). Please return to the PO Box address on the form


Member Application Form – Personal
To join Nationwide Super – Personal. The application form is attached to the back of the Product Disclosure Statements (PDS). Please return to the PO Box address on the form


New Member Form
Use this form to update the important details of your Nationwide Super – Employer account after your employer has joined you to the Fund online. Please return to the PO Box address on the form


Choosing Nationwide Super Form
To choose Nationwide Super for your super payments – provide this completed form to your employer


 Rollover Form

To rollover your super from other accounts into your Nationwide Super account. Please return to the PO Box address on the form


Managing your details

Change of Details
To update your address or other details or to advise us of a name change, or change of employer


Investment Choice Form
To make or change your investment choice/s from our menu of 23 investment options


Nomination of Beneficiaries
To make a preferred (non-binding) or binding beneficiary nomination for your superannuation benefit


Tax File Number Notification
To advise us of your Tax File Number and provide consent to use your TFN to search for any other super accounts for you.


Protecting Your Super
A fact sheet with instructions for having identification or statutory declarations properly certified
Contributions

Contributions Form

Provide this form to your employer to request super contributions by payroll deduction


Deduction for Personal Contributions
To advise us of your intent to claim a tax deduction on personal contributions made in this financial year or a previous financial year. Please return the completed form to the PO Box address on the form

Insurance

Insurance, Fees and Costs Guide
A guide for members on our Death, Total & Permanent Disablement and Income Protection insurance options, along with further details of Fees and Costs associated with Nationwide Super products


Insurance Application

Use this form to apply for Death, TPD and/or Income Protection insurance cover


Request to Change Insurance
Use this form to change your level of insurance cover


Insurance Occupation Declaration
Use this form to advise us that you qualify as a white collar or professional worker, in order to receive a higher Death & TPD insured benefit at no extra cost


Insurance Increase Life Event
Use this form to apply to increase your insurance cover by up to 2 units when a specific life event has occurred


Insurance Cover Transfer
Use this form to apply to transfer and replace your current insurance cover from another super fund to us

Access your super

Benefit Payment Direction Form
Use this form to request a partial or total withdrawal from your Nationwide Super account to either rollover to an external superannuation fund, transfer to iQ Retirement, or withdraw your benefit in cash