Forms & resources
Join Spirit Super
Want to join Spirit Super? You’ll find a form to join us in our Member guide.
Apply to access your super under financial hardship
Use this form to apply for early access to your super under financial hardship. Check out the Early access to your super fact sheet for more information.
ATO Downsizer contribution into super
Use this form if you’re over age 55 and making a downsizer contribution into super. Check out the Thinking of downsizing your home? fact sheet or ato.gov.au for more information.
ATO Super contributions splitting
Use this form when you’re splitting contributions with your spouse. Check out the Boost your spouse's super fact sheet for more information.
Combine your super with Spirit Super
Use this form to combine your super from another fund into your Spirit Super account.
Make a super contribution
Use this form when making extra after-tax contributions to your account.
Notice of intent to claim or vary a deduction for personal super contributions
You can do this in Member Online through the Contributions menu. If you'd like a paper form, visit the ATO website at ato.gov.au. Check out the Claiming tax deductions for contributions fact sheet for more information.
Pay your super to Spirit Super
Give this form to your employer, so they can pay your super into your Spirit Super account.
Transfer from Spirit Super to a KiwiSaver scheme
Use this form if you've permanently moved to New Zealand and want to transfer your super. Check out the Transferring your super to a KiwiSaver fact sheet for more information.
Withdrawing your super
Use this form to make a withdrawal or transfer to another super fund.
Withdrawing your super - DB
Use this form to make a withdrawal or payment from your defined benefits account.
Keep my cover
Use this form to tell us you don't want your insurance cancelled while your super account is inactive.
Life event
If you’ve recently experienced a major life event such as buying a home, getting married or having a child, you may be eligible to increase your death and total and permanent disablement cover without needing to provide medical evidence. Conditions apply and you must apply within 60 days of the event. Read the Insurance guide or contact us for more information.
Manage your cover
Use this form to make changes to your cover, including converting default cover to fixed cover, and reducing or cancelling your cover.
Occupation rating
Use this form to apply to change your occupation rating. Read the Insurance guide for more information about occupation ratings.
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 Spirit Super.
ATO TFN declaration pensions
Use this form to provide your tax file number if you’re under age 60 and starting a pension account.
Reboot your pension
Use this form when you'd like to combine your retirement savings into a new pension account.
Change your Control Pension to a Managed Pension
Use this form to change some or all of your Control Pension to a Managed Pension.
Change your Managed Pension to a Control Pension
Use this form to change some or all of your Managed Pension to a Control Pension.
Change your pension payments
Use this form to update your details, including where your Managed Pension is paid. Refer to the Pension payments calendar for payment dates.
Pension payments calendar
This calendar shows the payment dates for pensions from 1 July 2024 - 30 June 2025.
Convert your Transition Pension
Use this form to convert your Transition Pension to a Control or Managed Pension.
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. Check out the Nominating your beneficiaries fact sheet for more information.
Additional binding death benefit nomination
Use this form if you have extra nominations to make for your binding death benefit nomination.
Make a binding death benefit nomination
Use this form to make a binding death benefit nomination. Check out the Nominating your beneficiaries fact sheet for more information.
Renew your binding death benefit nomination
Use this form to renew your binding death benefit nomination. Check out the Nominating your beneficiaries fact sheet for more information.
Reversionary beneficiary nomination
Use this form to add, change or remove a reversionary beneficiary to/from your Spirit Super pension account. Check out the Nominating your beneficiaries fact sheet for more information.
Provide your TFN
Use this form to tell us your tax file number (TFN). If you don’t provide your TFN, you may pay more tax than you need to. Plus you won’t be able to make some types of contributions.
Third Party authorisation form
Use this form to give someone else permission to access your account information.
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.
Pay advice fees from your account
Use this form to have your personal financial advice fee paid from your Spirit Super account. Check out the Paying advice fees from a Spirit Super account fact sheet for more information.