Forms & Publications

Combine your super with CareSuper

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

Make a super contribution

Use this form when making extra contributions to your account.

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

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

Withdrawing from your Defined Benefit

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

Withdrawing your super

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

ATO TFN declaration pensions

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

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

Change your income payments

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

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

Convert your Transition to Retirement Income

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

Open a Retirement Income account

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

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

Reboot your income account

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

Retirement income payments calendar

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

Withdraw from your retirement income account

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

Apply to access your super under financial hardship

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

Transfer from CareSuper to a KiwiSaver scheme

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

Withdraw from your retirement income account

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

Withdrawing from your Defined Benefit

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

Withdrawing your super

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

Pay advice fees from your account

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

Additional binding death benefit nomination

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

Cancel a binding death benefit nomination

Use this form to cancel your binding death benefit nomination.

Choose your non-binding beneficiaries

Use this form to make a non-binding nomination.

Make a binding death benefit nomination

Use this form to make a binding death benefit nomination.

Renew your binding death benefit nomination

Use this form to renew your binding death benefit nomination.

Reversionary beneficiary nomination

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

Application to fix contribution errors

Application to fix contribution errors – additional information

Employer details

Termination of defined benefits membership

Family law regulation 72 notice

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)

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

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

Apply for cover

Use this form to apply for cover.

Keep my cover

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

Life event

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

Manage your cover

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

Occupation rating

Use this form to apply to change your occupation rating.

Parental leave insurance fee waiver

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

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

Apply for cover - Legacy insurance

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

Keep my cover

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

Life event - Legacy insurance

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

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

Occupation rating - Legacy insurance

Use this form to apply to change your occupation rating.

Parental leave insurance fee waiver

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

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

Change your investments

Use this form to change your investment options.

Change your details

Use this form to update your personal details.

Provide your TFN

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

Third Party authorisation form

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