Forms & Publications

Forms

We’re completing our merger
You’re now a member of a bigger and stronger fund. We have a service transition period in place until 21 November. Go to the merger hub for all the details.

Combine your super with CareSuper

Form / PDF

Use this form to combine your super from another fund into your CareSuper account.

Make a super contribution

Form / PDF

Use this form when making extra contributions to your account.

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

Form / PDF

You can also do this in Member Online through the Contributions menu.

Withdrawing from your Defined Benefit

Form / PDF

Use this form to make a withdrawal or payment from your defined benefit account.

Withdrawing your super

Form / PDF

Use this form to make a withdrawal or transfer to another super fund.

ATO TFN declaration pensions

Form / PDF

Use this form to provide your tax file number if you’re under age 60 and starting a pension account.

Change your Flexible Income account to a Managed Income account

Form / PDF

Use this form to change some or all of your Flexible Income account to a Managed Income account.

Change your income payments

Form / PDF

Use this form to update your income payments. If you have a Managed Income account, you can only change where your income payments are paid.

Change your Managed Income account to a Flexible Income account

Form / PDF

Use this form to change some or all of your Managed Income account to a Flexible Income account.

Convert your Transition to Retirement Income

Form / PDF

Use this form to convert your Transition to Retirement Income to a Flexible or Managed Income.

Open a Retirement Income account

Form / PDF

To apply for a Retirement Income account use the form at the back of our Retirement Income PDS.

Open a Transition to Retirement Income account

Form / PDF

To apply for a TTR Income account use the form at the back of our Transition to Retirement PDS.

Reboot your income account

Form / PDF

Use this form when you'd like to combine your retirement savings into a new retirement income account.

Retirement income payments calendar

Form / PDF

This calendar shows the payment dates for retirement incomes from 1 July 2024 - 30 June 2025.

Withdraw from your retirement income account

Form / PDF

Use this form to request a lump sum payment from your retirement income account.

Apply to access your super under financial hardship

Form / PDF

Use this form to apply for early access to your super under financial hardship.

Transfer from CareSuper to a KiwiSaver scheme

Form / PDF

Use this form if you've permanently moved to New Zealand and want to transfer your super.

Withdraw from your retirement income account

Form / PDF

Use this form to request a lump sum payment from your retirement income account.

Withdrawing from your Defined Benefit

Form / PDF

Use this form to make a withdrawal or payment from your defined benefit account.

Withdrawing your super

Form / PDF

Use this form to make a withdrawal or transfer to another super fund.

Pay advice fees from your account

Form / PDF

Use this form to have your personal financial advice fee paid from your CareSuper account.

Additional binding death benefit nomination

Form / PDF

Use this form if you have extra nominations to make for your binding death benefit nomination.

Cancel a binding death benefit nomination

Form / PDF

Use this form to cancel your binding death benefit nomination.

Choose your non-binding beneficiaries

Form / PDF

Use this form to make a non-binding nomination.

Make a binding death benefit nomination

Form / PDF

Use this form to make a binding death benefit nomination.

Renew your binding death benefit nomination

Form / PDF

Use this form to renew your binding death benefit nomination.

Reversionary beneficiary nomination

Form / PDF

Use this form to add, change or remove a reversionary beneficiary to/from your CareSuper Retirement Income account.

Application to fix contribution errors

Form / PDF

Application to fix contribution errors – additional information

Form / PDF

Employer details

Form / PDF

Termination of defined benefits membership

Form / PDF

Family law regulation 72 notice

Form / PDF

This form should be completed by the individual who’s receiving a super benefit from their former spouse, after a splitting order or agreement has been completed.

Family law request for super information (Form 6 declaration)

Form / PDF

Use this form to request information about a super account following the breakdown of a marriage or de facto relationship, or to enter into a super agreement.

Super and family law

Form / PDF

Information on the process of what can happen with your super while going through a divorce.

Apply for cover

Form / PDF

Use this form to apply for cover.

Keep my cover

Form / PDF

Use this form to tell us you don't want your insurance cancelled while your super account is inactive.

Life event

Form / PDF

Use this form to increase your cover because you’ve recently experienced a life event.

Manage your cover

Form / PDF

Use this form to make changes to your cover, including reducing or cancelling your cover.

Occupation rating

Form / PDF

Use this form to apply to change your occupation rating.

Parental leave insurance fee waiver

Form / PDF

Use this form to apply for your insurance fees to be waived for up to 12 months while you’re on employer-approved parental leave.

Transfer your insurance

Form / PDF

Use this form to transfer your existing insurance with another fund to CareSuper.

Apply for cover - Legacy insurance

Form / PDF

If you were a CareSuper member before 1 November 2024 and held insurance, use this form to apply for cover.

Keep my cover

Form / PDF

Use this form to tell us you don't want your insurance cancelled while your super account is inactive.

Life event - Legacy insurance

Form / PDF

If you were a CareSuper member before 1 November 2024 and held insurance, use this form to increase your cover because you’ve recently experienced a life event.

Manage your cover

Form / PDF

Use this form to make changes to your cover, including reducing or cancelling your cover.

Occupation rating - Legacy insurance

Form / PDF

Use this form to apply to change your occupation rating.

Parental leave insurance fee waiver

Form / PDF

Use this form to apply for your insurance fees to be waived for up to 12 months while you’re on employer-approved parental leave.

Transfer your insurance - Legacy insurance

Form / PDF

Use this form to transfer your existing insurance with another fund to CareSuper.

Change your investments

Form / PDF

Use this form to change your investment options.

Change your details

Form / PDF

Use this form to update your personal details.

Provide your TFN

Form / PDF

Use this form to tell us your tax file number (TFN).

Third Party authorisation form

Form / PDF

Use this form to give someone else permission to access your account information.