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Combined Fund
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Other Information
Forms
Eligible Rollover Fund (ERF)
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Combined Fund HomearrowFor MembersarrowForms

Forms

Employer instructions to make super contributions

arrow  Download “Employer instructions to make super contributions”
1 page, 68kb PDF

This notice should be given to your employer as your request for future contributions to be paid to Combined Fund

Transfer Forms – for Members

arrow  Download “Transfer In Form”
2 pages, 74kb PDF

Use this Form to amalgamate other non Combined Fund Superannuation Policies into your current Account with the Combined Fund.

Request for Lump Sum payment

arrow  Download “Request for payment Form”
2 page, 32kb PDF

Request for Partial Transfer of Benefits to Another Fund

arrow  Download “Partial Transfer Out Form”
1 page, 68kb PDF

Use this form if you wish to transfer some of your money out of Combined Fund to another fund.

Request for Total Transfer of Benefits to Another Fund

arrow  Download “Total Transfer Out Form”
1 page, 68kb PDF

Use this form if you wish to transfer all of your money out of Combined Fund to another fund.

Termination Advice – for Employers

arrow  Download “Termination Advice”
1 page, 82kb PDF

Employer use only for notification of Terminated Employees.

Investment Switch Form

arrow 

If you wish to change your current investment options you can do so using the online ‘Investment Switch Form’, or complete this Investment Switch Form (1 page, 33kb PDF ).

Please refer to the ‘Fund Performance’ page for more important information.

Standard Death Benefit Distribution Form

arrow  Download “Death Benefit Distribution Form”
1 page, 59kb PDF

This form helps the Trustee determine who should receive the Death Benefit from the Fund if you die whilst a member.

Remittance Advice Form for a Personal Contribution

arrow  Download “Remittance Advice Form for a Personal Contribution”
1 page, 76kb PDF

Use this form if you wish to contribute directly to the Fund.

Notice of Intention to Claim a Tax Deduction

arrow  Download “Notice of Intention to Claim a Tax Deduction for personal contributions - year ended 30 June 2008”
1 page, 9kb PDF

Download “Notice of Intention to Claim a Tax Deduction for personal contributions - year ended 30 June 2009”
1 page, 64kb PDF

Use this form if you wish to claim a tax deduction for your personal contribution.

Member Account Amendment Form

arrow  Download “Member Account Amendment Form”
1 page, 22kb PDF

Use this form if you wish to advise us of changes to your personal details or nominated dependants.

 

Combined Fund spacer Level 9, 155 Queen Street spacer Telephone: (03) 9691 2900
E-mail: super@combinedfund.com.au Melbourne, Victoria 3000 Facsimile: (03) 9640 0787
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