Forms and publications

Download documents regarding our products and services as well as information about different aspects of super and investments.

Popular documents


Choice of fund form
Use this form to have your employer contributions made into your Plum Personal Plan account.


Proof of Identity Guide

Use this guide to access information on how to provide us with acceptable identification documents when submitting cash withdrawals.

  • Authority to release information form

    Would you like a third party (such as an adviser or family member) to call Plum to make enquiries about your account? Please complete this form and post, email or fax it to Plum. Please note a third party is not authorised to make changes to your account

Disclosure and Governance

Fund Information