Forms & Documents

Your directory for important forms and documents.

Super

  • Application form: Complete this online form to join Elevate Super. Alternately, if online is not your thing, you have an SMSF or want to partially transfer your balance from another fund to Elevate Super, you can complete this paper Member Application Form.
  • Rollover Form: Complete this form if you're already an Elevate Super customer and want to rollover some money from another super fund into your Elevate Super account.
  • Nominating Beneficiaries – Non Binding: Nominate who you would like to receive money in your Elevate Super account in the event of your death. If you make a non-binding death benefit nomination, your nomination is only a guide and the Trustee has discretion on who receives your death benefit and in what proportions.
  • Nominating Beneficiaries – Binding: Make a binding nomination on who you would like to receive the money in your Elevate Super account in the event of your death. The Trustee will pay according to your nomination as long as your nomination is valid at the time of your death.
  • Withdrawal Form – Retirement: Request to have some or all of your super money paid out to you.


For Employers

  • Employer Choice Form: Provide this to your employer to have employer contributions paid into your Elevate Super account.
  • Compliance Letter: Your employer may require you to provide this letter stating we're a compliant fund and can accept employer contributions.


Insurance

  • Transfer Cover Form: Complete this form if you have existing insurance cover outside of Elevate Super and want to apply to transfer it to Elevate Super.
  • Short Form Personal Statement: Apply to change Death only or Death & TPD insurance cover (up to $500,000) or apply for optional income protection insurance (up to $6,000 benefit per month).
  • Personal Statement: Apply to change Death only or Death & TPD insurance cover (above $500,000) or apply for optional income protection insurance (above $6,000 benefit per month).
  • Life Event Application Form: Apply for an increase in insurance cover due to a life event.
  • Short Form Health Statement: Apply to remove the Limited Cover restriction that applies to your existing default cover.


PDS & Guides

  • Product Disclosure Statement: Important information you should read to make an informed decision about joining Elevate Super.
  • Additional Information Guide: Additional important information about Elevate Super. You should read this Additional Information Guide which forms part of the Product Disclosure Statement for Elevate Super.
  • Financial Services Guide: Contains information on who AtlasTrend are and the financial services AtlasTrend provides as promoter of Elevate Super.
  • Insurance Guide: Important information about the insurance offerings available to Elevate Super customers.
  • Product Update: Important information regarding changes to insurance (new laws) which took effect from April 1, 2020.