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
*Gender *Date of birth
*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
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)
Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) is the Trustee of Commonwealth Essential Super ABN 56 601
925 435 (Fund) and the issuer of interests in Essential Super which is a product of the Fund. A Product Disclosure Statement (PDS) for Essential Super is available from
commbank.com.au/super or by calling 13 4074. You should read the PDS and assess whether the information is appropriate for you and consider talking to a financial adviser
before making an investment decision. Colonial First State is a wholly owned subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 (‘the Bank’). The Bank provides
certain distribution and administrative services to the Trustee. The Bank and its subsidiaries do not guarantee the performance of Essential Super or the repayment of capital by
Essential Super. An investment in Essential Super is via a superannuation trust and is therefore not an investment in, deposit with or other liability of the Bank or its subsidiaries.
An investment in Essential Super is subject to risk, loss of income and capital invested.
005-259 250715
Section 3 – Your other fund’s details (Continued)
*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)
Section 4 – Your Essential Super fund’s details
*Fund name
Essential Super
*Account number Unique Superannuation Identifier (USI) Australian Business Number (ABN)
56 601 925 435
Section 5 – Authorisation
By signing this request form I am making the following statements:
I declare I have read this form and the information completed is true and correct.
I am aware I may ask my superannuation provider listed in section 3 for information about any fees or charges that may
apply, or any other information about the effect this transfer may have on my benefits, and have obtained or do not require
any further information.
I consent to my Tax File Number being disclosed for the purposes of consolidating my account.
I discharge the superannuation provider of my FROM fund of all further liability in respect of the benefits paid and transferred
to my Essential Super fund.
I request and consent to the transfer of superannuation from the fund listed in section 3 and authorise the superannuation
provider of each fund to give effect to this transfer to my Essential Super fund detailed in section 4.
*Signature required *Date
A note to super funds: This form complies with Regulation 6.33 of the Superannuation Industry (Supervision) Regulations 1994
and captures all mandatory information as outlined in the form in Schedule 2A.