Useful forms and documents
Application for membership and PDS
To join TransPension, download and read the Pension Product Disclosure Statement (PDS) and complete the Membership Application form at the back. Find out more about your retirement income options.
The PDS changes from time to time and the most updated version will always be available on the TWUSUPER website.
How you could boost your super in your 60's
Find out how a Transition to Retirement (TTR) strategy could help you if you choose to open a Pre-retirement Super Pension. This short document includes an overview of how this strategy works and includes worked examples and a case study.
Pension variation
Note: Instead of using the form, you can make this variation over the phone if you prefer. Call 1800 222 071 between 8am and 8pm (AEST/AEDT) weekdays.
Use this form to change your pension payments details. You can fill out most of the form online, before printing it out and sending it to TWUSUPER with your Proof of ID.
Update bank details for your Super Pension
Use this form to update your bank account details. You can fill the form in online before printing it out and returning it to TWUSUPER with your Proof of ID.
Update binding nominations
Binding nominations can be made for super and pension accounts and can only be made via a paper form. You will need two witnesses and your nomination will remain effective for up to three years. To find out more about nominating beneficiaries for your pension account, see the Choosing a beneficiary fact sheet.
Proof of identity and document certification
Some of the above forms state that proof of identity needs to be included with them when they are sent to TWUSUPER. For an overview of how this works, see the Proof of identity and document certification page. You can also download the more detailed fact sheet below.
Looking for a withdrawal form?
Please call us on 1800 222 071 between 8am and 8pm (AEST/AEDT) weekdays so we can send you the right withdrawal form for your circumstances.
If you're over 65 and want to make a withdrawal of under $10,000 from a TransPension account, you don't need a form - you can do this by logging into Member Online.
General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. Refer to our Product Disclosure Statements (PDS). The PDS is relevant when deciding whether to acquire or hold a product. A Target Market Determination (TMD) is a document that outlines the target market a product has been designed for. Find the TMDs at twusuper.com.au/tmd