Forms


Form: Contribution by Cheque

1/12/2017
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: Nomination of beneficiaries

7/11/2017
Use this form to nominate who receives your superannuation benefit in the event of your death.
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Form: Choosing Russell Investments

2/10/2017
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: 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: Spouse contribution

7/09/2017
Use this form if you wish to make a contribution to your spouse's iQ Super account.
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Form: Insurance request for iQ Super - Personal

1/09/2017
Use this form if you would like to purchase, cancel or amend your existing insurance cover. You will also need to fill in the attached TAL Personal Statement Form and Privacy Consent, if you are purchasing additional cover.
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Form: New member

1/07/2017
Use this form to provide important details required to set up your account in the Russell Investments Master Trust.
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Form: Insurance Request - iQ Super

1/07/2017
Use this form to request new insurance, cancel or change your existing insurance cover and/or occupation category.
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Form: Departing Australia Superannuation Payment Direction

1/07/2017
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: Change of details

1/07/2017
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: Contributions

1/12/2016
Use this form to start or change your regular before-tax or after-tax contributions to your account.
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Form: Insurance request for iQ Super - Employer

1/12/2016
Use this form to request new insurance or make a change to your existing insurance cover.
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Form: Investment choice

1/12/2016
Use this form to make or change your investment choice. You can also update your investment choice(s) online.
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Form: Tax File Number notification and super consent

1/12/2016
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: Rollover

16/11/2016
Use this form to rollover any existing superannuation monies into your Russell Investments superannuation account.
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Form: Transfer to iQ Super - Saver

16/11/2016
Use this form to transfer your whole balance from iQ Super - General or iQ Super - Personal to iQ Super - Saver.
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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: Insurance transfer form (iQ Super – Saver only)

1/11/2016
If you hold insurance cover in another superannuation fund or directly with another life insurer, you can apply to transfer this cover to your iQ Super – Saver fund.
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Form: Contribution splitting application

1/11/2016
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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