Member forms and documents

Find forms and documents to help manage your super

Quick access to the important information you need

Whether you’re searching for annual reports, performance data, disclosure documents, or forms, you’ll find it here.

Disclosure documents

Product Dashboards

Governance and Trustee documents

Annual reports

Quarterly investment updates

Target Market Determinations

Forms


Below you can find forms for super and retirement. These forms, as well as forms specific to your plan, are also available when you log in to the member portal account.

Superannuation


Forms for Mercer Super corporate and personal members. Log in to the member portal for additional forms.

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  • Joining, when you change jobs or consolidating your super

    Join your Mercer Super employer plan

    Apply online        View PDF

    Use this form to join Mercer Super if your employer has an employer plan with Mercer Super.

     

    Join Mercer SmartSuper as an individual

    Apply online

    Use this form to join Mercer Super if your employer doesn’t have a plan already.

     

    Super Choice form

    Apply online    View PDF

    Use this form to tell your employer where to pay your super contributions.

     

    Rollover into Mercer Super

    Apply online    View PDF

    Use this form to transfer other super monies into your Mercer Super account. Before consolidating all or part of any other super accounts you hold, you should carefully consider how this may have an impact on your existing insurance cover, contribution, and tax arrangements.1

     

  • Making contributions

    Super Choice form

    Apply online    View PDF

    Use this form to tell your employer where to pay your super contributions.

     

    Making an after-tax contribution

    Log in for account details    View PDF

    Find your account details or use this form to make personal contributions into your Mercer Super account.

     

    Notice of Intent to Claim for personal super contributions

    View PDF

    Use this form if you want to claim or vary a tax deduction on a personal super contribution.

     

    Splitting super contributions

    View PDF

    Use this form if you want to split super contributions with your spouse or partner.

     

  • Managing your account

    How to activate and manage your account

    Discover our quick and easy guides on activating and managing your account here.


    Update your personal details

    Apply online    View PDF

    Use this form to let us know if you have changed your name, address, or other personal details.

     

    Providing your tax file number

    Apply online    View PDF

    Use this form to provide Mercer Super with your Tax File Number (TFN).

     

    Changing investment options

    Apply online    View PDF

    Use this form to switch your current or future investment options. Choosing the right investment option, the right mix of investment options, or deciding to change your super investment option, is an individual choice that should consider your personal circumstances and financial goals. Click here for information about Mercer Super’s investment options.

     

    Nominate a binding beneficiary

    View PDF

    Use this form to nominate who will receive your superannuation death benefit should you pass away. Click here to understand more about beneficiaries.

     

    Nominate a non-binding beneficiary

    Apply online    View PDF

    Use this form to nominate who will receive your superannuation death benefit should you pass away.

     

    Third Party Authorisation (TPA)

    View PDF

    Use this form to nominate a third party, such as an adviser to have access to your account.

     

  • Managing your insurance

    Log in to your member portal for insurance forms specific to your account

    Find out more about insurance in super here.

     

  • Accessing your super

    Apply for a super withdrawal

    View PDF

    Use this form to withdraw all or part of your super from your Mercer super account.

     

    Financial hardship factsheet and application form

    View PDF

    Use this form to apply to access to your super if you are in financial hardship. More information is available here.

     

    Family law instructions for payment of entitlement

    View PDF

    Use this form to provide Mercer with the details for a Family Law entitlement to be paid.

     

    How to transfer your super to New Zealand

    View PDF

    Use this form to transfer your super to a KiwiSaver Scheme in New Zealand.

     

Retirement


Forms for members in Mercer SmartRetirement Income. Log in to the member portal  for more member forms.

Learn more about your retirement journey with Mercer Super here.

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Employer Forms


Forms for employers with a Mercer Super Plan

 

Adviser forms


Forms for advisers with clients in Mercer Super

 

1 Combining your super can be a significant financial decision. If you decide to combine all or part of your other super account(s), carefully consider how this may have an impact on your existing insurance, contribution and tax arrangements, fees or charges, or any other benefits you may lose. If you intend to claim a tax deduction on your personal contributions, you will need to provide your existing fund with a notice of intent to claim before combining your super. We recommend you seek financial advice before deciding whether to combine your super accounts.