Virgin Super forms
Here are all the forms you need to join Virgin Super and manage your Superannuation account.
|Personal Membership Form||If you're an individual keen to join Virgin Super, then this is the form for you! (Remember you can also sign up via our online application)|
|Tax File Number Form||If we don't have your TFN on record we may have to charge you higher tax rates on your superannuation contributions.|
|Rollover Form||For consolidating your existing super Funds into your Virgin Super account.|
|Super Choice Form||A form you give to your employer asking them to pay your superannuation contributions into your Virgin Super account.|
|Letter of Compliance||If you tell your employer you’ve chosen to make standard super contributions to your Virgin Super account, give this to them so they know Virgin Super is a legally compliant Super fund.|
|Tailored Insurance Application Form||If you wish to apply for our Tailored Insurance cover for either Death & Total and Permanent Disablement (TPD) insurance or Death only cover for specific amounts and/ or for Income Protection Insurance cover.|
|Reduce or Cancel Tailored Insurance||If you wish to reduce or cancel all or part of your Tailored Insurance cover with Virgin Super.|
|Insurance Cover Transfer Application||If you wish to transfer your current insurance cover under another life insurance policy to Virgin Super.|
|Binding Death Nomination Form||If you'd like to leave your super to a particular person, we need to formalise this bit with your autograph|
|Direct Debit Form (Regular Voluntary Contributions)||A form for setting up a direct debit for regular superannuation contributions to your Virgin Super account from your bank account.|
|EFT Form (Regular Voluntary Contributions)||A form for advising us of regular super contributions to your Virgin Super account made by you via EFT.|
|Personal and Spouse Contributions Form||If you wish to make non-concessional (personal after-tax) contributions to your own or your spouse's Virgin Super account.|
|Investment Option Form||Fancy picking your own asset classes rather than a LifeStage Tracker® option – this is the form you need.|
|Change Personal Details Form||If you wish to update your home address and other personal details.|
|Baby Break Application Form||To apply for the Baby Break benefit, send us this form along with a letter from your employer confirming your maternity or paternity leave dates.|
|Application for Payment of a Benefit Form||You should use this form if you wish to withdraw all or part of your superannuation benefit and either, transfer it to another superannuation fund or receive the payment in cash.|
|IMPORTANT NOTE: These forms are made available for employers with less than 20 employees.
If you have 20 employees or more, you need to be SuperStream compliant by submitting data and payments electronically, which means cheque and Direct Debit payments will no longer be accepted.
If Virgin Super is your business default fund, please contact us on 1300 855 040 for further information.
|New Employee Advice Form||If you have a group of employees that want to join Virgin Super send us this form and we'll get them all set up with handy things like logins and PINs. You can also do this online.|
|Contributions Return Form||Use this form to pay Superannuation Guarantee contributions for your staff. Alternatively you can contribute online.|
|Regular Employer SG Contributions Via EFT or BPay®||A form for employers to advise us of regular contribution payments for their employee(s) via EFT or BPay®.|