Forms

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
592KB

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
117KB

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
120KB

Rollover other super into your Rest or Acumen account anytime in the Rest App or online in MemberAccess.

Or download and complete a paper form.

Rest - Rollover initiation request form
81KB

 

 

Acumen - Rollover initiation request form
76KB

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
199KB

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

Or download and complete a paper form.

Provide your TFN
52KB

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
79KB

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

Trans-Tasman Transfer Request
163KB

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.

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

Or download and complete the paper forms.

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

Rest - Change to membership details
42KB

Pension - Change to membership details
203KB

Proof of identity guide
648KB

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 form

Rest - Nomination of beneficiary
83KB

Pension - Nomination of beneficiary
65KB

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
94KB

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
143KB

Cancellation of a direct debit form
45KB

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.

Or download and complete the paper forms.

Rest - Application to make an investment choice
129KB

Pension - Application to make an investment choice
67KB

Acumen - Application to make an investment choice
79KB

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

Complete online withdrawal 

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

Or download and complete a paper form.

Rest Pension withdrawal form
71KB

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
82KB