Forms

Choose from our range of forms to help you manage your super

Super and Pension

Pay my super to Rest - standard choice form

Complete this form and give it to your employer to nominate Rest as your chosen fund. Employers can also give this form to new employees to meet their choice of fund employer obligations.

Standard choice form

Letter of compliance

Give this letter to your employer as written evidence that Rest is a complying super fund and will accept contributions on your behalf. The compliance letter outlines contribution methods for your employer and contains SPIN and ABN information.

Letter of compliance

Make a voluntary or spouse contribution

Make voluntary payments anytime using BPAY, check the Rest App or MemberAccess online for payment details.

If you’re making this type of contribution by cheque, download and complete this form.

Member voluntary / spouse contribution

Family law super payment instruction

This form is to be completed by the non-member spouse following the split of the member spouse's superannuation benefit as advised by a court order or superannuation agreement.

Rest - Payment Instruction Form

Provide your TFN

Add your TFN anytime in the Rest App or online in MemberAccess.

Or download and complete a paper form.

Provide your TFN

Keep your inactive low balance account with Rest

Complete this form if you have an inactive low balance account and you would like your account to stay with Rest.

Inactive low balance account authorisation form

Make a Trans-Tasman transfer request

Complete this form to transfer your super to a New Zealand KiwiSaver Scheme.

Trans-Tasman Transfer Request

Claim a tax deduction on your after-tax contributions

If you're eligible to claim a tax-deduction on your after-tax contributions, you'll need to complete the ATO form 'Notice of intent to claim a deduction for personal super contributions' and return it to Rest before you lodge your personal tax return. Email a scanned copy or photo of your completed form to contact@rest.com.au.

Downsize your home and upsize your super

If you’re aged 65 and over, you might be able to put some of the proceeds from the sale of your home into your super.

Downsize your home and upsize your super

Downsizer contribution into super form

Change your membership details

Change address or contact details anytime in the Rest App or online in MemberAccess.

Or download and complete the paper forms.

Rest - Change to membership details

Pension - Change to membership details

Proof of identity guide

To advise us of a change of name, you’ll need to complete the form and provide proof of identity.

Nominate a beneficiary

Make or change non binding beneficiaries anytime in the Rest App or online in MemberAccess.

Make or change a binding beneficiary by downloading and completing the paper forms.

Rest - Nomination of beneficiary

Pension - Nomination of beneficiary

Contribute via payroll deduction or salary sacrifice

Complete this form to make voluntary contributions into your super account via your employer's payroll. Give the completed form to your employer.

Rest - Voluntary Contributions

Set up a direct debit

Set up and manage direct debits to add to your account anytime in the Rest App.

Or download and complete the paper forms.

Setup a direct debit form

Cancellation of a direct debit form

Change your investment option

Change your investment options anytime in the Rest App or online in MemberAccess. Please note your switch will become effective 2 business days after being received.

Withdraw or rollover from your Rest super account

Complete the online form to make a full or partial rollover / cash withdrawal of your super. You can also check your eligibility to withdraw as you complete the online form.

Complete online withdrawal

Withdraw a lump sum from your Rest pension account

Make a lump sum withdrawal from your Rest pension account in MemberAccess.

Or download and complete a paper form.

Rest Pension withdrawal form

Third Party Authority

Complete this form to authorise your financial adviser or another person or company to access information about your account or your insurance claim on your behalf.

Third Party Authority

Insurance

Rest Super insurance application form

Apply for insurance cover or increase your existing insurance cover online in MemberAccess.

Or download and complete a paper form.

Rest Super Insurance application form

Reinstate your insurance cover

Complete this form to elect to reinstate your cover with Rest and return within 60 days of your insurance being cancelled due to your account being inactive for 13 continuous months or more.

Election to reinstate insurance cover form

Rest Super change your insurance form

Reduce your benefit period, change your waiting period, reduce your sum insurer, cancel some or all your insurance in MemberAccess.

Or download and complete a paper form.

Rest Super change your insurance form

Life event insurance cover form

Increase your insurance cover in relation to a Life Event in MemberAccess.

Or download and complete a paper form.

Life event insurance cover form

Transfer your insurance from another fund

Transfer your existing Death and/or Total and Permanent Disability (TPD) or Income Protection insurance cover to Rest Super or Rest Corporate in MemberAccess.

Or download and complete a paper form.

Insurance transfer form

Rest Corporate insurance options form

Apply for insurance cover, increase your existing insurance cover or lengthen your Benefit Period in MemberAccess.

Or download and complete a paper form.

Rest Corporate application for insurance form

Rest Corporate change your insurance form

Reduce your benefit period, change your waiting period, reduce your sum insurer, cancel some or all your insurance in MemberAccess.

Or download and complete a paper form.

Rest Corporate change your insurance form

Increase insurance

If you haven’t increased your cover before, Rest’s one-off limited underwriting allows you a one-off increase of cover by just answering a few, short health questions.

Increase insurance with limited underwriting

Product disclosure statements

If you want more information about our products and services, have a look at our product disclosure statement page

See all PDS

Fact sheets

Our fact sheets can help you understand more about your super

See all fact sheets