Forms and Publications |
Download documents regarding our products and services as well as information about different aspects of super and investments.
Popular documents

NAB Staff Mysuper Dashboard and Investment Profile
Details of the NAB Staff MySuper investment option.

Annual Report
Information on activities and investment performance throughout the year.

Proof of Identity Guide
Use this guide to access information on how to provide us with acceptable identification documents when submitting cash withdrawals.
-
Beneficiary nomination form
Complete this form to make, amend or cancel a binding nomination.
-
Combining your super fact sheet
More than one super account can mean more fees, more work, and more risk that you'll one day lose track of one or more of your funds. Combining your super - it makes sense.
Consolidation form
Have more than one super account? Complete this form to combine your super.
-
Choose to keep your super - Plum
If you’d like your Super to remain with Plum please complete and return this form.
-
After-tax voluntary contribution form
Complete this form to make an after-tax contribution into your account.
Contribution form
Complete this form to make a contribution to your account.
Salary sacrifice fact sheet
Find out about salary sacrifice contributions and how they can boost your savings.
Salary sacrifice guide
A guide to salary sacrifice.
-
Claims Guide
Personal Statement form
Personal Statement form - Short form
Please complete this form if you are applying for up to a maximum of $1 million Death and TPD cover.
Personal Statement form - SCI Benefits
Please complete this form if you are applying for up to a maximum of $8,000 per month in Salary Continuance Insurance.
Transfer your insurance to Plum Super
Please complete this simple form to transfer external super into your account in the National Australia Bank Group Superannuation Fund A Plan.
Proof of Identity Guide
Use this guide to access information on how to provide us with acceptable identification documents when submitting cash withdrawals.
Application for insurance cover
Estate planning fact sheet
Issues you may like to think about when planning your estate.
Choose to Keep My Insurance Cover form
Use when you want to keep your insurance in super even if you’re account becomes inactive (Over 16 months without a contribution or rollover).
Increase your insurance without medical evidence
Insurance Guide
This guide gives you information about the insurance available through your super.
-
Investment Menu
Use this Investment Menu if you are a New Member, Ex-Employee Member or Spouse member.
-
Choice of fund form
Use this form to have your employer contributions made into your Plum Super account.
Letter of Compliance
If you have completed the generic ATO Super standard choice form, attach this letter to your form to give to your employer.
Payment instruction form
Use this form if you have a Retained Benefit Account and wish to withdraw or rollover all or some of your account balance.
Product Disclosure Statement – Ex-employee members
Fee Brochure
-
Redundancy guide
Understand your next steps in the event of a redundancy.
Payment Instruction form portability income stream
-
Authority to release information form
Would you like a third party (such as an adviser or family member) to call Plum to make enquiries about your account? Please complete this form and post, email or fax it to Plum. Please note a third party is not authorised to make changes to your account
Disclosure and Governance
-
Trust Deeds
MLC Super Fund Trust Deed
Constitution
(Includes Rules for Appointment and Removal of Directors)
-
Executive Officers Details
Executive Officers Remuneration Disclosure
Please note the Executive Officers Remuneration Disclosure listed cover the 2018 and 2019 Financial Years
-
Product Disclosure Statement
New NAB employee members Update with form attached.
Investment Menu
Insurance Guide
This guide gives you information about the insurance available through your super.
Claims Guide
NAB Staff MySuper Dashboard
Details of the NAB Staff MySuper investment option.
SEN Summary
2019 Annual Statement Plum Super SEN summary
2020 Annual Statement Plum Super SEN summary
Fee Brochure