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Combined Fund HomearrowForms

Forms

Download forms for:

arrow  Employers arrow  Members

Employers

Termination Advice – for Employers

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

Employer use only for notification of Terminated Employees.

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

Members

Transfer Forms – for Members

arrow  Download “Transfer In Form”
3 pages, 26kb 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, 26kb PDF

Request for Partial Transfer of Benefits to Another Fund

arrow  Download “Partial Transfer Out Form”
2 page, 30kb 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”
2 page, 33kb PDF

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

Investment Switch Form

 

If you wish to change your current investment options you can do so using the online forms:

Or complete the:


arrow  Download “Investment Switch form for Superannuation Accounts”
(1 page, 71kb PDF).

arrow  Download “Investment Switch form for Pension Accounts only”
(1 page, 71kb 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, 22kb 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, 15kb 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 2010”
1 page, 21kb PDF

arrow

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”
3 page, 78 kb PDF

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

Applications for Spouse Membership

arrow  Download “Application form for Spouse Members working less than 15 hours per week”
2 pages, 47kb PDF

arrow  Download “Application form for Spouse Members working more than 15 hours per week”
2 pages, 28kb PDF

arrow  Download “Benefit Summary for Spouse Members working less than 15 hours per week”
2 pages, 18kb PDF

Compliance Letter

The Trustee of the Fund confirms that the Combined Fund is a complying fund.

arrow  Download the Combined Fund “Complying Fund Declaration”
1 page, 61kb PDF

Have you provided your Tax File Number?

arrow  Download “Notice re TFN”
1 page, 68kb PDF
arrow  Download “Tax File Number Notification CF”
1 page, 64kb PDF

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Combined Fund Level 9, 155 Queen Street Telephone: (03) 9691 2900
E-mail: super@combinedfund.com.au Melbourne, Victoria 3000 Facsimile: (03) 9640 0787
© Combined Fund. All Rights Reserved. Fund ABN: 46 921 400 504 | RSE ABN: 32 064 976 138