Forms

TPS Retirement Fund

• Adviser service fee form
• Family group linking form 
• Contribution splitting form
• Change of details form
• Switch request form
• Withdrawal request form
• Eligibility to contribute confirmation form
• Binding Nomination Form

Additional Contribution Form

• Super Accumulation Plan
• Personal Investment Plan & the Investment Accumulation Plan
• Superannuation Plan

Benefit transfer form

• Superannuation Plan
• Super Accumulation Plan

Dividend Reinvestment form

• Superannuation Plan
• Personal Investment Plan

Regular Savings Plan form

• Super Accumulation Plan
• Superannuation Plan 
• Personal Investment Plan & the Investment Accumulation Plan

Share Transfer form

• Personal Investment Plan
• Superannuation Plan

Personal Investment Plan and the Investment Accumulation Plan

• Change of details
• Switch request form
• Withdrawal request form

Special Forms

TPS Under 55 Financial Hardship
TPS Over 55 Financial Hardship 
TPS TPD form
TPS Permanently Leaving Work

Terminal Illness Form

If you require any further information, please contact your financial planner or alternatively call our Client Advisory Services on 1800 221 151 (freecall).


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Questor Financial Services Limited. ABN 33 078 662 718 ('Questor'). AFSL Number 240829.