Forms for Individuals.
Here are all the forms you need to join Virgin Super and manage your superannuation account.
| Form | Type | What the forms is for |
|---|---|---|
| Personal Membership Form | Joining | 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) |
| Personal PDS | Joining | A very, very, very important document for you to read when considering Virgin Super as the place to invest your retirement savings. It’s where we keep all the little details. |
| Personal Supplementary PDS | Joining | This is to be read in conjunction with the Virgin Super Personal PDS and tells you about a minor change to the administration of Virgin Super and tax deductions. |
| Insurance Guide PDS | Joining | Fancy picking your own asset classes rather than a Life Stage
Tracker option – this is the form you need.
|
| Tax File Number Form | Managing your Super | If we don’t have your TFN on record we may have to charge you higher tax rates on your superannuation contributions. |
| Rollover Form | Managing your Super | For consolidating your existing super funds into your Virgin Super account. |
| Super Choice Form | Managing your Super | A form you give to your employer asking them to pay your superannuation contributions into your Virgin Super account. |
| Letter of Compliance | Managing your Super | 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. |
| Personal Health Statement | Managing your Super | If you fit one of the descriptions below this is the form for you:
|
| Binding Death Nomination Form | Managing your Super | If you’d like to leave your super to a particular person, we need to formalise this bit with your autograph. |
| Regular Voluntary Contributions Via DD Form | Managing your Super | A form for setting up a direct debit for regular superannuation contributions to your Virgin Super account from your bank account. |
| Insurance Application Form | Managing your Super | For Death only or Death and Total Permanent Disability for a value up to and including $350,000. It’s where we keep all the little details. |
| Investment Option Form | Managing your Super | Fancy picking your own asset classes rather than a Life Stage Tracker option – this is the form you need. |
| Baby Break Application Form | Managing your Super | 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. |
| Joint Financial Services Guide | About Virgin Super | An important document which we are required to give you. This FSG is intended to help you understand who we are, how we work, our relationship with the Administrator, Superpartners, and how we plan to work with you. |
