forms and brochures
Download the latest HESTA forms, booklets and brochures here.
Claiming a tax deduction on after-tax super contributions
To claim a tax deduction on after-tax contributions you’ve made this financial year, you’ll need to complete the ATO's Notice of Intent to Claim a Tax Deduction form.
You can find the form and the details you’ll need to complete your claim on
Claiming a tax deduction.
most popular forms and resources
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Letter-of-compliance pdf, 50 kB
Letter of compliance for your employer.
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Why-HESTA pdf, 513 kB
Includes choice of fund form & letter of compliance for your employer.
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Certifying-your-identification pdf, 247 kB
Use this form when you need to prove your identity.
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Binding-death-benefit-nomination pdf, 228 kB
Nominate who will receive your super when you die.
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forms, booklets and brochures
Change your investments online
The fastest way to change your investments is through your online account.
Log in to change your investments 
Complete the PDF form
Complete the relevant form and send it back to us.
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Binding-death-benefit-nomination pdf, 228 kB
Use this form to make a binding nomination
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Death-cover pdf, 106 kB
Information about death cover
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Getting-default-insurance-cover-90-days-after-joining pdf, 200 kB
Getting default insurance cover after 90 days of joining
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Income-protection-cover pdf, 126 kB
Information about income protection cover
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Voluntary-cover-option-when-cover-first-starts pdf, 205 kB
Increase your default insurance cover
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Insurance-alteration-form pdf, 225 kB
Use this form to alter or cancel existing insurance cover
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insurance-cover-for-office-based-fact-sheet pdf, 59 kB
Information about insurance cover for office-based occupations
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Insurance-in-super-factsheet pdf, 80 kB
Facts on automatic insurance cover in super
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Insurance-transfer-form pdf, 250 kB
Use this form to apply to transfer existing insurance cover to HESTA
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Parental-leave-factsheet pdf, 73 kB
Fee free insurance cover during parental leave
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Parental-leave-form pdf, 172 kB
Used by the employer when a member intends to go on parental leave
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Permanent-incapacity-benefit-guide pdf, 338 kB
Explains how to claim and provides information & forms required
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Removing-new-events-cover-restriction pdf, 212 kB
Apply to remove the New Events cover restriction
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Supported-workers-insurance-alterations-and-tax-file-number-declaratio pdf, 182 kB
Change insurance cover or declare TFN for supported workers
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Terminal-illness-claim-form pdf, 346 kB
Explains how to claim and provides information & forms required
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Insurance-change-special-cover-option-form-HESTA-for-Mercy pdf, 88 kB
HESTA for Mercy members can use this to apply for additional cover.
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Application-for-benefit-payment pdf, 352 kB
Talk to us to get a benefit estimate before using this form
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Binding-death-benefit-nomination pdf, 228 kB
Use this form to make a binding nomination
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Bridging-the-gap pdf, 389 kB
Bridging the gap flyer: The reality of super and women
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Change-of-member-details-form pdf, 216 kB
Update your details here
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Helpful-organisations-referral-list pdf, 50 kB
Helpful organisations for practical advice and support beyond super
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KiwiSaver-account-transfer-request-form pdf, 315 kB
Transfer your HESTA account to your KiwiSaver account
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Tax-file-number-form pdf, 277 kB
Supply your TFN to save on tax
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Third-party-authorisation-form pdf, 68 kB
Give permission for someone else to access your account information
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EFT-payment-details-form pdf, 163 kB
EFT payment details form for benefit payments
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Certifying-your-identification pdf, 247 kB
Information about providing certified proof of identity
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Driver-licence-card-number pdf, 615 kB
To help you identify your driver licence card number
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Statutory-declaration-form pdf, 163 kB
To help you make a witnessed legal statement
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HESTA-income-stream-lump-sum-withdrawal-form pdf, 200 kB
Withdraw a lump-sum from your HESTA Income Stream account.
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HESTA-income-stream-change-of-banking-details pdf, 169 kB
Enables you to update banking details on your income stream account.
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HESTA-income-stream-change-of-income-payment-amount-and-frequency pdf, 191 kB
Change how much or how often payments are made.
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TAP-change-of-payment pdf, 180 kB
TAP members use this to change payment amount and frequency.
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Convert-from-HESTA-Transition-To-Retirement-Income-Stream-to-HESTA-Inc pdf, 178 kB
Move from Transition to Retirement Income Stream to an Income Stream.
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Easy English is a writing style that helps people who find it hard to read and understand English. It is simpler and has a lower reading level than most documents produced by HESTA.
The following HESTA information booklets are available in Easy English:
- Choosing HESTA
- How super works
ABN, USI and SFN details
Here are some important identification numbers for HESTA, the Trustee and our products. If you're filling in forms for rollovers, super choice and more, you might need these.
| Important identification numbers | |
|---|---|
| Fund numbers | Australian Business Number (ABN): 64 971 749 321 Superannuation Fund Number (SFN): 129638949 |
| Trustee number | Australian Business Number (ABN): 66 006 818 695 Australian Financial Services License (AFSL): 235249 |
| Product numbers | Unique Superannuation Identifier (USI) (previously known as SPIN): HST0100AU |