Forms

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

Super and Pension Insurance

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.

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.

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.

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.

Provide your TFN


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

Or download and complete a paper form.

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.

Make a Trans-Tasman transfer request


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

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.

Change your membership details


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

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.

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.

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.

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 from your Rest super account


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

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.

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.

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.

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.

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.

Life event insurance cover form


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

Or download and complete a paper 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.

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 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.

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.
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Product disclosure statements

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

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Fact sheets

Our fact sheets can help you understand more about your super