005-259 251016
Essential Super
Bring together my super
Use this form to move the whole balance of your other super into your Essential Super account.
Things to consider before you consolidate
Before consolidating, you should compare the costs, fees, risks and benefits of your other super funds with Essential Super. It
makes sense to consider whether you can replace any insurance cover you may lose when you consolidate your accounts, as
well as any costs for withdrawing from other super funds and any investment or tax implications. You should also decide which
super fund you want your employer to pay your future employer contributions to and complete a Super Choice form if necessary.
Insurance with Essential Super
If you consolidate your other super into Essential Super, any insurance cover you have with those other super funds will end,
including cover for any existing illness, injury or condition. Any insurance provided with your Essential Super account is not
exactly the same as the cover you have with those other super funds.
Please see the Product Disclosure Statement for specific terms that apply to insurance cover in Essential Super, including what’s
not covered. For example, a benefit won’t be paid for any illness, injury or condition that existed in the 3 years immediately before
the date your insurance cover commences, recommences or is increased (pre-existing condition).
* These fields are mandatory
This form can be returned to us in branch, or posted to:
Reply paid 86495, Sydney, NSW 2001
Some super funds may ask you for additional information such as a copy of your drivers license or passport before
transferring your super to us.
If you need help with this, or anything else, please call us on 13 4074.
Section 1 – Your personal details
*Name
*Gender *Date of birth
F M
*Contact phone number
Other/previous names
Tax File Number
If you have not provided your TFN for your Essential Super account, you can
do so by logging onto NetBank, or calling us on 13 4074. You are not obliged
to disclose your TFN, but there may be tax consequences if you don’t. If you
do not want us to disclose your TFN to your other super fund you can let us
know in writing. By doing this however, it may delay this transfer.
Section 2 – Residential details
*Current residential address
State Postcode
22889/1016
Section 3 – Your other fund’s details
These are the funds you are moving out of. You can use this form to transfer up to five super funds to your Essential Super
account. If you have more than five super funds to transfer, please complete a separate form.
*Fund name
*Account/member number *Unique Superannuation Identifier (USI) *Australian Business Number (ABN)
*Fund name
*Account/member number *Unique Superannuation Identifier (USI) *Australian Business Number (ABN)
*Fund name
*Account/member number *Unique Superannuation Identifier (USI) *Australian Business Number (ABN)
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