Superannuation forms and publications

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Super & Pension Insurance Employer

Super and Pension

Yes. You can change your investment options at any time.
Ways to make changes:
Online via your member account
REI app
Over the phone on 1300 13 44 33
Paper form
Change your super investment options - form
(pdf - 175 KB)

Change your pension investment options - form
(pdf - 180 KB)
Search for lost super online

Set up (pre-tax) personal contributions / salary sacrifice through your employer - form
(pdf - 77 KB)

Set up a direct debit personal contributions (post-tax) form
(pdf - 105 KB)

Contribution splitting with spouse - guide
(pdf - 86 KB)

Transfer your super to New Zealand (Trans-Tasman Portability) form
(pdf - 141 KB)

Rollover your super into REI Super - form
(pdf - 127 KB)

Make a lump sum personal contribution (post-tax) form
(pdf - 82 KB)

Cancel your personal contributions direct debit - form
(pdf - 92 KB)

Contribution splitting with spouse - form
(pdf - 194 KB)

ATO Form - Downsizer contribution into Super
(pdf - 215 KB)
Change your super investment options - form
(pdf - 175 KB)

Risks of super
(pdf - 172 KB)

Investment guide
(pdf - 397 KB)

REI Super fees and costs
(pdf - 192 KB)
Family law guide
(pdf - 130 KB)

Supercharge Your Future: Comprehensive Superannuation Services
(pdf - 799 KB)

How to make a complaint - factsheet
(pdf - 172 KB)

ASFA retirement budget breakdown

Women and Super flyer - Bid farewell to the super gap
(pdf - 900 KB)

Membership application - form
(pdf - 287 KB)

Super Product Disclosure Statement
(pdf - 424 KB)

Provide proof of identity - guide
(pdf - 90 KB)

Financial Services Guide
(pdf - 174 KB)

How super works
(pdf - 206 KB)

REI Super fees and costs
(pdf - 192 KB)

How to make a complaint - factsheet
(pdf - 172 KB)

Join online

Pension membership application - form
(pdf - 206 KB)

Pension Product Disclosure Statement
(pdf - 611 KB)

Insurance guide
(pdf - 399 KB)

How super is taxed
(pdf - 175 KB)

Risks of super
(pdf - 172 KB)

Letter of compliance
(pdf - 77 KB)
Change your super membersip details
(pdf - 95 KB)

Provide proof of identity - guide
(pdf - 90 KB)

Direct Your Super Payments to REI Super
(pdf - 159 KB)

Target Market Determination – REI Super
(pdf - 195 KB)

Cancel your personal contributions direct debit - form
(pdf - 92 KB)

Apply for a Super Payout Form
(pdf - 202 KB)

Update your details online

Provide your tax file number - form
(pdf - 82 KB)

Binding nominations - form
(pdf - 85 KB)

Financial advice super fee deduction
(pdf - 283 KB)

Set up a direct debit personal contributions (post-tax) form
(pdf - 105 KB)

Set up a direct debit personal contributions (post-tax) form
(pdf - 105 KB)
Change your pension investment options - form
(pdf - 180 KB)

Change your pension membership details
(pdf - 590 KB)

Request for partial / full withdrawal (commutation) - form
(pdf - 157 KB)

Target Market Determination – REI Pension
(pdf - 194 KB)

Financial advice super fee deduction
(pdf - 283 KB)

Pension membership application - form
(pdf - 206 KB)

Vary your pension payments - form
(pdf - 103 KB)

Retirement Income Strategy
(pdf - 191 KB)
Financial Services Guide
(pdf - 174 KB)

Guideway Financial Services Guide
(pdf - 653 KB)

Employer

Employer membership application - form
(pdf - 204 KB)

Update your business details - form
(pdf - 83 KB)

Standard choice of fund - form
(pdf - 159 KB)

Advise termination of employment - form
(pdf - 570 KB)

Insurance

Insurance guide
(pdf - 399 KB)

Insurance in Superannuation Key Facts Sheet
(pdf - 170 KB)

Binding nominations - form
(pdf - 85 KB)

Apply to transfer your existing insurance cover to REI Super - form
(pdf - 194 KB)

Application for New Member Offer Cover
(pdf - 250 KB)

Application for Life Events Cover
(pdf - 267 KB)

Occupational classification - form
(pdf - 121 KB)

Forms

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Super and Pension

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