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Virgin Super forms

Here are all the forms you need to join Virgin Super and manage your Superannuation account.

Individuals

Employers

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.
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.
UK Pension Benefit Transfer Form If you're an existing member and want to complete a UK or overseas pension transfer you'll need this form.
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.
Employer Membership Form If you'd like to set up a business account with us so you can make super guarantee contributions for your employees, use this form. To tell us about your individual employees, you'll need the New Employee advice Form.(Remember you can also sign up via our online application)
Employee Membership Form If your employees wish to apply to become a member of Virgin Superannuation through your Virgin Super for Business account.
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 DD Form A form for employers who want to set up a direct debit payment for Super Guarantee Contributions, on a regular basis for employees.
Super Choice Form This is for employees who choose to make standard ‘Super Guarantee’ contributions to their Virgin Super account.

 

 

 

This information is of a general nature only and does not take into account your personal financial situation, needs or objectives. As we don’t know your financial needs we can’t advise if Virgin Super will suit you. Please consider the Product Disclosure Statement and Financial Services Guide before making a decision about the product.

 

Prepared by Virgin Money Financial Services Pty Ltd ABN 51 113 285 395, AFSL 286869. The Trust Company (Superannuation) Limited ABN 49 006 421 638, AFSL 235153 is Trustee for Virgin Superannuation ABN 88 436 608 094.Virgin Superannuation ABN 88 436 608 094.