May 2022
Beneficiary nomination
Make or update your nomination of who should receive your death benefits. Learn more… |
Complete online (Non-binding nomination only) |
Download form (Binding or non-binding nomination) |
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Insurance cover opt-in
Opt-in for the standard insurance cover package provided as part of your Super Account. Learn more… |
Complete online | Download form | |
Change of personal details
Update your personal contact details so you can stay in touch with your super. Learn more… |
Complete online | Download form | |
Third-party authority
Provide authority for someone else (e.g. financial adviser, spouse or carer) to have access to your Mercy Super account details. Learn more… |
Download form | ||
Consolidate your super
Consolidate any super you have with other funds into your Mercy Super account. Learn more… |
Download form | ||
Investment option change – Super Accounts
Change your investment options for your Super Account. Learn more… |
Complete online | Download form | |
Income Account withdrawal
Make a cash withdrawal (commutation) from your Post-Retirement Income Account, or transfer of your Income Account back to your Super Account or another super fund. Learn more… |
Complete online | Download form |
Investment option change – Super Accounts
Change your investment options for your Super Account. Learn more… |
Complete online | Download Form | |
Investment option change – Income Accounts
Change your investment options and the way your regular income payments are drawn down for your Income Account. Learn more… |
Complete online | Download form |
Consolidate your super
Consolidate any super you have with other funds into your Mercy Super account. Learn more… |
Download form | |
Contribution splitting
Split your concessional (before-tax) contributions with your spouse. Learn more… |
Download form | |
Claiming a deduction for personal super contributions
Notify us of your intention to claim a tax deduction for personal (after-tax) contributions you made to your Super Account. Learn more… |
Download form | |
Contribution variation (Mater staff only)
Change the contributions paid into your Super Account from payroll deduction (Mater staff only). Learn more… |
Download form | |
Spouse contribution
Make an after-tax contribution to your spouse’s Mercy Super account. Learn more… |
Download form | |
Contributions caps (fact sheet only)
Learn about the limits that apply to different types of contributions going into your Super Account. |
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Salary sacrifice and your super (fact sheet only)
Learn about the making contributions to your Super Account through salary sacrifice. |
Download fact sheet |
Beneficiary nomination
Make or update your nomination of who should receive your death benefits. Learn more… |
Complete online (Non-binding nomination only) |
Download form (Binding or non-binding nomination) |
Insurance cover change
Apply for or adjust the insurance cover you have as part of your Super Account. Learn more… |
Download form | |
Insurance cover opt-in
Opt-in for the standard insurance cover package provided as part of your Super Account. Learn more… |
Complete online | Download form |
Insurance cover opt-out
Opt-out of automatically receiving the standard insurance cover package provided as part of your Super Account. Learn more… |
Download form | |
Election to maintain insurance cover
Elect to keep your insurance cover that would otherwise be cancelled because your account has been inactive. |
Download form | |
Making an Income Protection benefit claim (fact sheet only)
Learn about the process for making an Income Protection benefit claim against the cover provided as part of your Super Account. |
Download fact sheet | |
Making a Total and Permanent Disablement benefit claim (fact sheet only)
Learn about the process for making a Total and Permanent Disablement benefit claim against the cover provided as part of your Super Account. |
Download fact sheet |
If you change employers, you can take Mercy Super with you. Use these forms to let your employer know that you want your super contribution to be paid to your Mercy Super account:
Leaving employer – choice of super fund form
Learn what happens to your super when you leave your employer and provide your new employer with instructions to have your contributions paid into your Mercy Super account (simpler alternative to the ATO Superannuation standard choice form) |
Download fact sheet and form | |
QLD Health employees – Standard Superannuation Choice Form
Superannuation standard choice form and instructions for QLD Health employees to provide instructions to payroll to have your contributions paid into your Mercy Super account |
Download fact sheet and form | |
Complying fund letter
Statement of compliance that may be required by your employer before they pay contributions paid into your Mercy Super account |
Download complying fund letter |
Change of personal details
Update your personal contact details so you can stay in touch with your super. Learn more… |
Complete online | Download form |
Benefit payment instructions
Make a cash withdrawal or rollover part or all your Super Account to another fund. Learn more… |
Download form | |
Income Account withdrawal
Make a cash withdrawal (commutation) from your Post-Retirement Income Account, or transfer of your Income Account back to your Super Account or another super fund. Learn more… |
Complete online | Download form |
Early release application – compassionate grounds
After you have received approval from the Australian Taxation Office, apply for a cash withdrawal from your Super Account. Learn more… |
Download form | |
Early release application – severe financial hardship
If you meet the eligibility criteria for severe financial hardship, apply for a cash withdrawal from your Super Account. Learn more… |
Download form | |
Family law payment instructions
Withdraw or transfer par or all your Super Account that has been following the split of the super of a Mercy Super member. Learn more… |
Download form | |
KiwiSaver account transfer
Transfer your Super Account to a New Zealand KiwiSaver Scheme. Learn more… |
Download form | |
Providing proof of identity (fact sheet only)
Learn about the documentation needed to confirm your proof of identity |
Download fact sheet |
Income Account payment change
Change the frequency, amount or bank account for your regular Income Account payments. Learn more |
Complete online | Download form |
Third-party authority
Provide authority for someone else (e.g. financial adviser, spouse or carer) to have access to your Mercy Super account details. Learn more |
Download form | |
Tax File Number notification
If we don’t already have it, add your Tax File Number to your Mercy super account. Learn more |
Complete online | Download form |
Need to send us a completed form to manage your super? For most changes, you can upload a scanned copy of your completed form and any supporting information.
May 2022
Mar 2022
Mar 2022