Forms & publications

Proof of identity guide (PDF)

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

Authority to release information form (PDF)

Complete this form to provide a third party (such as an adviser or family member) with access to all relevant information or documentation on your investments, insurances and superannuation or other financial information.

This form can be signed electronically.

ATO Notice of intent to claim or vary a deduction for personal super contributions 

We accept the standard ATO form if you wish to claim or vary a super contribution as a tax deduction.

This form can be signed electronically.

Contribution form (PDF)

Complete this form to make a contribution to your account.

This form can be signed electronically.

Payment instruction form (PDF)

Use this form to provide your payment instructions.

This form can be signed electronically.

Consolidation form

Have more than one super account? Complete this form to combine your super.

Complete online

Download PDF

This form can be signed electronically.

Apply for or increase your insurance

If you’d like to apply for insurance cover, simply complete and submit the Insurance Form by logging in to your online account or by calling us on 
1300 55 7568.

Fix your Death and TPD cover

Complete this form to fix your Death-only or Death and TPD cover in the Plum Personal Plan.

Complete online

Download PDF

Beneficiary nomination form (PDF)

Complete this form to make, amend or cancel a binding nomination. Learn about beneficiary nominations.

This form cannot be signed electronically.

Choice of fund form (PDF)

Use this form to have your employer contributions made into your Plum Super account.

This form cannot be signed electronically.

Letter of Compliance (PDF)

If you have completed the generic ATO Super standard choice form, attach this letter to your form
to give to your employer.

This form cannot be signed electronically.

Personal statement form (PDF)

This form can be used to obtain or change your insurance cover.

This form cannot be signed electronically.

Personal statement short form (PDF)

This form cannot be signed electronically.

Personal statement - SCI benefits (PDF)

This form cannot be signed electronically.

Update personal details (PDF)

Inactive low balance authorisation form (PDF)

If you’d like your Super to remain with Plum please complete and return this form.

This form cannot be signed electronically.