Master Trust

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PERSONAL SUPER MEMBER FORMS

Please note that only original, signed copies of these forms will be accepted. Electronic copies will not be accepted. If you have questions or need help with forms, call us on 1300 880 588.

Application form Member application is in the Product Disclosure Statement - apply to become a member of Aon Master Trust Personal Super or Personal Super - Essentials. Contribution forms Super contributions - make lump sum or regular contributions by cheque. It's your choice - super choice form and payment slips to give employers - elect to have your employer SG paid into Personal Super. Request to transfer whole balance of super benefits between funds (includes Aon Master Trust compliance letter) - roll in/transfer full super benefits from another fund. Direct debit request and agreement - arrange for regular contributions to come out of your bank account. Spouse contributions splitting from the Aon Master Trust - split your contributions with a spouse. Spouse contributions splitting into the Aon Master Trust - split your contributions in another fund and transfer them to your spouse’s account in the Aon Master Trust. EFT contribution - advise us of a contribution you are making to the Aon Master Trust by electronic funds transfer (EFT). General forms Change member details and options - provide or change member details - apply for, change or opt out of death and/orTPD (there are also separate forms for insurance purposes) - apply for, change or opt out of income protection insurance cover - indicate or change investment option - opt in to automatic rebalancing - nominate or update dependants/ legal representative (non-binding nomination) - provide your tax file number. Internal transfer within the Aon Master Trust - to request a transfer within Aon Master Trust superannuation products. Binding death benefit nomination - make a binding nomination on your account. Renewal of binding death benefit nomination - renew a current binding nomination on your account Revocation of binding death benefit nomination - revoke an existing binding nomination on your account Tax file number notification - provide your tax file number to the trustee. Member information request - request information from Aon Superannuation Pty Limited where it is acting as trustee of your benefits. Authority to advise - appoint a personal financial adviser - authorise the payment of adviser service fees. Notice of intent to claim a tax deduction Self-employed members can: - claim a tax deduction - reduce a previous claim for a tax deduction. Switching investment options - change investment options for current account balances and future cashflow - opt in to automatic rebalancing. Insurance forms Death, TPD and income protection – short form - apply for or increase death and/or TPD cover up to $1,000,000 and/or income protection up to $8,000 monthly. Personal statement and declaration of health - apply for or increase your insurance cover. Life stages cover - apply for life stages cover for death and TPD. Insurance – reclassify your occupation - update your occupational status for insurance purposes. Insurance update - change insurance options or opt out of insurance. Continuation of income protection insurance - continue income protection cover on transfer from Corporate Super to Personal Super. Authority to disclose personal and sensitive information - give approval for authorised parties to share your personal information to process an insurance   application. Individual insurance transfer questionnaire - transfer your current insurance cover with a superannuation fund or retail insurer to the Aon Master Trust. Letters Compliance letter - provide, to any fund that requests it, evidence that the Aon Master Trust is a complying fund under the   Superannuation Industry (Supervision) Act. QROPS registration letter - provide, to your UK fund on request when transferring a UK pension, evidence that the Aon Master Trust is a QROPS fund.

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