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Member forms

Popular forms

  Preferred Beneficiary nomination - Form 8 (54.72 kb)
Use this form to nominate or change your beneficiaries

  Lump sum contributions - Form 13b (52.70 kb)
Use this form to make a lump sum payment into your Vision Super account.

  Rollover to Vision Super - Form 35 (73.21 kb)
Want to move your super into Vision Super? It`s easy - all you have to do is fill in this form and send it to us. We`ll do the rest.

  Web access - Form 50 (33.70 kb)
Members can access their personal details, obtain benefit quotes and make changes to their investments in the secure section of the website. Fill in this form to receive a password for the site.

Choice of Fund

  Certificate of Complying Status - Form 51 (54.63 kb)
Want to stay with Vision after you`ve left your employer? Fill in a choice form and give the attached certificate of complying fund status to your employer to have them contribute to Vision Super.

  Choice of fund form (40.76 kb)
Fill in this form if you want to have your employer contribute into Vision Super

  Employer Contribution Form 39 (36.71 kb)
Give this form to your employer to make contributions on your behalf.

Insurance

  Application & cancellation of insurance cover - Form 2 (43.75 kb)
This form should be used if you want to apply for additional units of insurance cover or cancel any insurance cover you have. Casual members should also use this form to apply for cover.

  Early release of preserved benefits due to disability - Form 4 (51.23 kb)
Early release Preserved Benefits due to disability

Account maintenance

  Change of personal details - Form 7 (68.96 kb)
Use this form to change your details including name, address and beneficiaries

  Preferred beneficiary nomination - Form 8 (54.72 kb)
Use this form to nominate or change your beneficiaries

  Tax File Number notification - Form 9 (56.49 kb)
Use this form to notify us of your Tax File Number.

  Website access - Form 50 (33.70 kb)
Members can access their personal details, obtain benefit quotes and make changes to their investments in the secure section of the website. Fill in this form to receive a password for the site.

  Rollover to Vision Super - Form 35 (73.21 kb)
Want to move your super into Vision Super? It`s easy - all you have to do is fill in this form and send it to us. We`ll do the rest.

  Investment change - Form 38 (51.64 kb)
Members with investment choice can select the way you want your super to be invested. Fill in this form to make a change to how your super is invested.

Making extra contributions

  Direct debit contributions - Form 12 (49.32 kb)
Use this form to make regular contributions to your super account by direct debit from your bank account.

  Direct debit request - Form 16 (71.97 kb)
This form should be filled in with Form 12 if you want to make extra contributions to your super account via direct debit from your bank account.

  Lump sum contributions - Form 13b (52.70 kb)
Use this form to make a lump sum payment into your Vision Super account.

  Spouse contributions - Form 13a (59.31 kb)
Use this form to make contributions into the Partner Plan on your spouse`s behalf. Note this form should only be used if you had a spouse account open prior to 01/02/2007.

  Payroll deduction agreement - Form 13d (65.04 kb)
Use this form to make voluntary contributions out of your salary. This form should be given directly to your payroll department so they can make the contributions from your salary.

  Change of contribution rate - City of Melbourne & Parks Victoria - Form 29a (60.99 kb)
This form should be used by City of Melbourne & Parks Victoria members who want to change their contribution rate. This form needs to be given to your payroll office.

Miscellaneous

  Certificate of complying fund status and Choice form - Form 51 (54.63 kb)
Want to stay with Vision after you`ve left your employer? Fill in a choice form and give the attached certificate of complying fund status to your employer to have them contribute to Vision Super.

  Early release of benefits due to hardship - Form 60 (119.82 kb)
This form should be filled in if you want to apply for access to your preserved benefit on the grounds of financial hardship. There are rules about when a preserved benefit can be released.

  Contribution splitting - Form 61 (71.33 kb)
Use this form if you want to split some of your contributions with your spouse. This form explains which contributions can be split.

  Family Law Regulation 72 Notice - Form 72 (52.68 kb)
Under family law, a person can receive information about their spouse`s superannuation when going through a divorce. This form should be used if you are in this situation.

Pension
These forms are for members who had pensions prior to 1 February 2007. 

  Allocated Pension payment details - Form 37 (70.16 kb)
Use this form if you want to make a change to the payment schedules of your Allocated Pension.

  Pension benefit deposit form - Form 81 (53.83 kb)
Use this form to provide the bank account details for where you want your lifetime pension payments made.

Personal & Pension Plans
For members after 1 February 2007

  Direct debit request - Form 200 (110.88 kb)
This form should be filled in if you want to make extra contributions to your super account via direct debit from your bank account.

  Preferred Beneficiary nomination - Form 201 (58.01 kb)
Use this form to nominate or change your beneficiaries

  Vision Personal Plan application - Form 203 (102.34 kb)
Use this form to take up a Vision Personal plan

  Pension deposit form - Form 205 (54.31 kb)
Use this form to provide the bank account details for where you want your pension payments made.

  Investment Choice - Form 206 (68.26 kb)
Members with investment choice can select the way you want your super to be invested. Fill in this form to make a change to how your super is invested.

  Allocated Pension application - Form 207 (102.91 kb)
Use this form to take up a Vision Allocated Pension

  Vision Non-Commutable Allocated Pension - Form 209 (69.51 kb)
Use this form to take up a Vision Non-Commutable Allocated Pension

  Tax File Number notification - Form 211 (66.48 kb)
Use this form to notify us of your Tax File Number.

  Spouse contributions - Form 212 (63.66 kb)
Use this form to make contributions on behalf of your spouse into the Personal Plan

  Lump sum contributions - Form 213 (49.40 kb)
Use this form if you want to make a lump sum payment into your Personal Plan. This form should be used if you opened a Personal Plan account after 01/02/07

  Rollover to Vision Super - Form 214 (105.55 kb)
Want to move your super into Vision Super? It`s easy - all you have to do is fill in this form and send it to us. We`ll do the rest. This form should only be used if you are a member of the Personal Plan

  Certificate of Complying Status - Form 215 (50.70 kb)
Do you want your employer to make contributions into Vision Super? Most working Australians now have the choice of where to put their contributions. Download a choice of fund form and this certificate to have your employer contribute into Vision Super.

Withdrawal from super

  Personal Plan withdrawal - Form 33a (49.92 kb)
Use this form to make a withdrawal out of your personal plan (for members prior to 1 February 2007)

  Personal Plan withdrawal - Form 217 (53.20 kb)
Use this form to make a withdrawal out of your personal plan (for members after 1 February 2007)

  Allocated pension withdrawal - Form 33c (34.87 kb)
Use this form to make a withdrawal out of your allocated pension (for members prior to 1 February 2007)

  Allocated pension withdrawal - Form 204 (34.91 kb)
Use this form to make a withdrawal out of your allocated pension (for members after 1 February 2007)


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