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.

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

We’re making some changes to the Insurance Guide so it’s not available at the moment. If you’ve got any questions about your insurance give us a call on 1300 55 7586 and we’ll be happy to help.
 

You can also check out the Product Disclosure Statement for general information about your insurance.

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

Contribution splitting fact sheet

Standard Risk Measure

Budget Planner

Simple steps to get your super sorted

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