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.

Beneficiary nomination form (PDF)

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

Choice of fund form (PDF)

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

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.

Consolidation form

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

Complete online

Download PDF

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.

Contribution form (PDF)

Complete this form to make a contribution to your account.

Insurance form (PDF)

This form allows you to change your level of insurance cover for the Plum Personal Plan.

Fix your insurance cover

Login opens in new window to fix your Death or Death and Total and Permanent Disablement (TPD) cover online or download the form and return it to us.

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Download PDF

Increase your insurance

It's quick and easy to increase your insurance cover when you apply online. Our Change Cover online applications help you avoid unnecessary questions and allow the insurer to assess your application faster.

Personal statement form (PDF)

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

Personal statement short form (PDF)

Personal statement - SCI benefits (PDF)

Payment instruction form (PDF)

Use this form to provide your payment instructions.

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.

Inactive low balance authorisation form (PDF)

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