Forms


Form: Rollover

5/06/2020
Use this form to rollover any existing superannuation monies into your Russell Investments superannuation account.
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Form: Departing Australia Superannuation Payment Direction

5/06/2020
Use this form to request a benefit payment from the Russell Investments Master Trust, if you worked in Australia on an eligible temporary work visa and have now left Australia.
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Form: Insurance Request for iQ Super – Business, Saver and General

25/05/2020
If you're a member of iQ Super – Business, iQ Super – Saver and iQ Super – General, you can use this form to request new insurance, cancel or change your existing insurance cover and/or occupation category.
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Form: Insurance request for iQ Super - Employer

25/05/2020
Member of iQ Super – Employer can use this form to request new insurance, make a change or cancel their existing insurance cover.
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Form: Insurance Opt-in

28/03/2020
Use this form to opt-in for automatic insurance cover if you are a new member or you move divisions OR opt-in to maintain insurance cover if you are an existing member who already has insurance.
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Products

Form: New member

27/03/2020
Use this form to provide important details required to set up your account in the Russell Investments Master Trust.
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Form: Choosing Russell Investments

27/03/2020
Use this form to have your future contributions paid to the Russell Investments Master Trust by your employer or to make additional super contributions from your before-tax or after-tax salary.
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Form: Investment choice

27/03/2020
Use this form to make or change your investment choice. You can also update your investment choice(s) online. Note: Buy/sell spreads may apply. Go to russellinvestments.com.au/iQbuysellspread for the current buy/sell spreads for our investment options.
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Form: Tax File Number notification and super consent

8/04/2019
Use this form to provide the Russell Investments Master Trust with your Tax File Number and consent to search for your super on your behalf.
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Form: Change of details

8/04/2019
Use this form to provide us with any changes to your personal details, adviser fee or adviser account access authority.
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Form: Nomination of beneficiaries

8/04/2019
Use this form to nominate who receives your superannuation benefit in the event of your death.
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Form: Adviser Details

12/12/2018
Use this form if you wish to add or update financial adviser or licensee details.
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Form: Consolidate accounts

26/06/2018
Use this form to consolidate your existing Pension Account(s) or start an additional Pension Account.
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Form: Change investments

26/06/2018
Use this form to advise any changes to your investment options.
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Form: Spouse contribution

19/06/2018
Use this form if you wish to make a contribution to your spouse's iQ Super account.
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Form: Contribution splitting application

19/06/2018
Use this form if you wish to split your superannuation contributions with your spouse. Your spouse does not have to be a member of Russell Investments to receive your contributions.
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Form: Contribution by Cheque

19/06/2018
You or your employer may use this form to make contributions by cheque. If you would like to contribute electronically, please check the electronic transacting details on our website.
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Form: Change personal details (iQ Retirement)

19/06/2018
Use this form to advise any changes to your personal details, bank account or beneficiaries.
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Form: Contribution by cheque (iQ Retirement)

19/06/2018
Use this form to advise when a contribution is made by cheque by you, your spouse or your employer to iQ Retirement.
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Form: Choice of fund (iQ Retirement)

19/06/2018
If you would like to choose iQ Retirement to receive your employer contributions, complete and give this form to your employer.
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Form: Contributions

19/06/2018
Use this form to start or change your regular before-tax or after-tax contributions to your account.
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Form: Dealer group details

1/12/2017
Use this form to register a new dealer group or change the details of an existing dealer group.
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Form: Ad hoc payment

1/12/2017
Use this form to receive an ad hoc pension payment.
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Form: Rollover (iQ Retirement)

1/12/2017
Rolling over your super is easy with Russell Investments. Simply complete the three steps on this Rollover Form and we’ll take care of the rest.
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Form: Change pension payment details

1/12/2017
Use this form to advise any changes to your pension payments.
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Form: Application Form - iQ Super - General

29/09/2017
Use this form to provide important details required to set up your account in iQ SuperTM - General.
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Form: Retiring statutory declaration

1/11/2016
Use this form to advise us of your retirement from the workforce.
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Form: Additional Investment form

1/01/2014
This form should be completed and sent to us whenever an additional investment is made by you to the Russell Private Investment Series (Russell Private Investment Series) into Fund(s) in which you currently hold units. If you would like to arrange for us to direct debit regular additional investments into Russell Private Investment Series. please complete the Change to Regular Investment Plan Form that is available on our website.
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Form: Start or Change a Regular Investment Plan form

1/01/2014
This form allows you to create, cancel or make changes to a regular investment plan, including changes to the bank account used for the plan.
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Form: Withdrawal Request form

1/01/2014
For the Russell Private Investment Series
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Form: Change of details - For Russell Private Investment Series

1/01/2014
This form allows you to advise any changes to your personal details, your adviser details, your bank account or your tax file number.
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Form: Regular Withdrawal Plan Form

1/01/2014
This form enables you to commence or amend a regular withdrawal plan. This allows you to make regular withdrawals from your investments into your nominated bank account on a monthly basis.
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