Step of 8
  1. Your details
  2. Tax file number
  3. Your investment option
  4. Nominating beneficiaries
  5. Your employment details
  6. Insurance
  7. Confirmation
  8. Complete

Your details

Before you complete this form, it's important that you read the REI Super PDS.

Tax File Number

Please provide your Tax File Number (TFN).

Don’t know your TFN?

Without your TFN, you may be charged more tax. If you don’t have your TFN to hand, you can always provide your TFN to us at a later date.

Under the Superannuation Industry (Supervision) Act 1993, REI Super is allowed to collect your TFN. We will only use it for lawful purposes. Your TFN will also be provided to any other fund you transfer to, unless you request in writing that it not be disclosed.

Your Investment Options

How would you like to invest your superannuation?*

You can change your investment option at any time online or over the phone.

Nominate non-binding beneficiaries

You can nominate one or more non-binding beneficiaries to receive your super and any benefits when you die. You do not have to nominate your beneficiaries straight away and can change your non-binding beneficiaries at any time online or over the phone. You can nominate binding beneficiaries after you have joined REI Super by completing the Binding nominations form which can be found on our website.

Would you like to nominate your non-binding beneficiaries now?*

A non-binding nomination is not formally binding on the trustee and only acts as a guide for the trustee in deciding how to pay your Death Benefit. If you die without nominating a beneficiary the Trustee will follow relevant laws to decide who receives your money. This may be to either one or more of your dependants or to your legal personal representative.

Your employment details

Insurance

Members joining REI Super from 1 April 2020 may be provided with Default cover automatically after joining REI Super or if they elect (opt in) to have Default cover, provided eligibility and commencement of cover rules are satisfied. Under Government legislation, Default cover cannot commence until you are aged 25 or over, and your account balance is $6,000 or above UNLESS you opt in to have cover.

You can opt in to have cover using this form, or at a later time (within 180 days of joining REI Super). Other eligibility and commencement of cover rules apply.

When you opt in to have Default Cover, your cover will commence from the date we receive the first Contribution for you and will be subject to Limited Cover restrictions for the first 30 days. These Limited Cover restrictions will be lifted and will be replaced by Full Cover after the first 30 days if the following three criteria are satisfied (unless Limited Cover restrictions apply for some other reason):

  • A Superannuation Guarantee contribution is received from your employer within 180 days of joining REI Super; and
  • You satisfy Additional Criteria (relating to your health in the 6 months prior to cover commencing) on the date cover commences; and
  • You are in Active Employment for first 30 days of cover commencing.

Otherwise Limited Cover restrictions will continue for a minimum of 24 months and will be lifted if you are in Active Employment for the last 30 consecutive days of that minimum period – if not, Limited Cover restrictions will continue until you are in Active Employment for 30 consecutive days. Please see the Insurance Guide for more information including an explanation of Limited Cover, Additional Criteria, and Active Employment.

Insurance

Select the type of Default cover provided to you automatically or if you opt in

  • The amount of cover provided to you* is based on your age, but the cost of cover will not vary according to your age.
  • The amount of cover provided to you* will stay the same as you get older but the cost of cover will change.

* If you are eligible and satisfy commencement of cover rules.

See Insurance Guide for more information or call our helpline: 1300 13 44 33.

Important note: If you are under age 25 and/or have an account balance less than $6,000 and do not opt in to have Default cover, Default cover will commence from the date the first Active Contribution (such as an employer or member contribution, or roll-in) is received and you are aged at least 25 and have had $6,000 in your account at least once since joining REI Super. Cover will not commence if it has previously been cancelled or ceased for you in REI Super. Also, cover will not commence if you let us know that you do not want Default cover to commence when you reach age 25 and have at least $6,000 in your account. Contact us if you wish to opt out of the commencement of any Default cover.

Employment details

Confirmation

Confirmation: Thank you for joining REI Super.

Your application is now being processed.

You application will take 3-4 working days to process, after which you will receive a welcome letter with your membership account number.

A PIN will be sent separately. Once you receive your membership account number and PIN, you can access your superannuation details online.

If you have any questions, contact our helpline: 1300 13 44 33.

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