forms and brochures

 Nominate your non-binding beneficiaries online

The fastest way to nominate or update your non-binding beneficiaries is via your online account. Log in to your account and go to the 'Personal details' tab.

Log in to update non-binding beneficiaries  
 

  Complete the PDF form and send it back to us
 

Nominate or update non-binding beneficiaries

Use this form to nominate or update your non-binding beneficiaries, or change your personal details. Complete the form and then send it back to us. 

Change of member details form (PDF) 

Binding death benefit nomination form

Use this form to make a binding beneficiary nomination. This type of nomination needs to be updated every 3 years to keep it active. You can update it or cancel it at any time.

Binding death benefit nomination form (PDF)

 Make a lump sum withdrawal online

The fastest way to withdraw a lump sum from your super account (if you’re eligible) is to complete the withdrawal form in your online account.

You must have reached preservation age (generally age 60) and have permanently retired or ceased employment since turning age 60, or have met another condition of release (see more on accessing your super).  

Log in to your account and go to More actions > Access your super.  
 

Log in to make a withdrawal 

  Complete the PDF form and send it back to us
 

Application for benefit payment

Use this form to make a withdrawal from your super if eligible. 

Application for benefit payment form (PDF)

Request a rollover to another fund

Complete the form below to request a rollover of your account to another complying super fund.

Application for benefit payment to rollover to another fund (PDF)

Please consider seeking financial advice before making a decision about withdrawing your benefit or transferring to another super fund.

 Change your investments online

The fastest way to change your investments is through your online account.

Log in to change your investments  
 

  Complete the relevant PDF form and send it back to us
 

Super investment switch form

Use this form if you're a HESTA super member and would like to change your investment options. 

Super investment switch form (PDF)

Income Stream investment switch form

Use this form if you're a HESTA Income Stream member and would like to change your investment options. 

Income Stream investment switch form (PDF) 

 Change your personal deatils in your online account

The fastest way to change your personal details is in your online account. Log in to your account to update your:

• address
• email
• phone number
• tax file number (TFN), and 
• your married name.   
   

Log in to update your personal details 

  Complete the relevant PDF form and send it back to us 
 

Change of member details form

Use this form to update your personal details. 

Change of member details form (PDF)

Tax file number form

Use this form to provide HESTA with your tax file number (TFN). 

Tax file number form (PDF) 

Why HESTA 

Why HESTA includes our choice of fund form and instructions for compliance. 

Why HESTA fact sheet and choice of fund form (PDF)

Letter of Compliance

Download the letter of compliance for your employer. 

Letter of compliance (PDF) 

To claim a tax deduction on after-tax contributions you’ve made, you’ll need to complete the ATO's Notice of intent to claim a tax deduction form.

You can find the link to the form and the details you’ll need to complete your claim on Claiming a tax deduction.

 Combine your super in your online account

The fastest way to combine your super from other funds into your HESTA account is through your online account. Just log in to your account and go to the ‘Combine’ tab. It will only take a few minutes. Make sure you have your identification details handy.

Log in to combine your super  

  Complete the PDF form and send it back to us 
 

Combining your super form

Use this form to combine your super from another super fund into your HESTA account. 

Combining your super form (PDF)

When you combine your super into one account, your entitlements with your other fund/s may stop. Before combining your super, review any benefits, such as insurance cover, that you have through other funds and consider seeking financial advice.

 Make after-tax super contributions via BPAY^®

Log in to your HESTA account or the HESTA App to get your BPAY details.

Log in to get your BPAY details  

  Complete the PDF form and give it to your employer 
 

Request to make ongoing contributions from your pay 

Use this form to arrange before or after-tax super contributions from your salary or pay into your super. Once you've completed the form, you'll need to provide this to your employer. 

Request to make ongoing contributions from your pay (PDF)

® Registered to BPAY Pty Ltd ABN 69 079 137 518

Early release of super on compassionate grounds

Use this form to apply for an early release cash withdrawal from your super account on compassionate grounds once you have received a letter of approval from the Australian Taxation Office (ATO).

Compassionate grounds early release application form (PDF)

Change income payment amount and frequency - HESTA Income Stream

Use this form to change your HESTA Income Stream payment amount and frequency.  

Change income payment amount and frequency (PDF)

Update your banking details 

Use this form to update your banking details for your HESTA Income Stream account. 

Change of banking details (PDF) 

Change of income payment amount and frequency - TAP members 

HESTA Term Allocated Pension members can use this form to change payment amount and frequency.  

Change of income payment and frequency - TAP members (PDF)

 Withdraw a lump sum online

The fastest way to make a lump sum withdrawal from your HESTA Income Stream is to log in to your HESTA account.

Log in make a withdrawal  

  Complete the form and send it back to us
 

Income Stream lump sum withdrawal form

Use this form to withdraw a lump sum from your HESTA Income Stream account. 

Income Stream lump sum withdrawal form (PDF) 

Convert from Transition to Retirement to HESTA Income Stream

Use this form to convert from a Transition to Retirement (TTR) to a HESTA Income Stream account. 

Convert from TTR to HESTA Income Stream (PDF) 

 Change your insurance cover online  

You can apply to increase, decrease, or cancel your insurance cover at any time by logging into your online account and selecting 'Insurance'.

Log in to change your insurance cover  

  Complete the relevant PDF form and send it back to us 
 

Insurance alteration form

Use this form to reduce your insurance cover, cancel your cover, change your occupation category or convert Death and TPD cover to or from fixed cover.

Insurance alteration form (PDF)

Get default insurance cover 90 days after joining 

Use this form to get default insurance cover if you're a HESTA Super member and have been a member for more than 90 days. 

Get default insurance cover 90 days after joining (PDF)

Remove New Events Cover restriction

Use this form to apply to remove the New Events Cover restriction on your Default Death and/or Income Protection Cover if you're a HESTA or HESTA Personal Super member. 

Removing New Events Cover restriction (PDF)

Voluntary cover option when cover first starts 

Use this form to increase the amount of default Death and/or Income Protection (IP) Cover you receive if you're a HESTA Super member. 

Voluntary cover option when cover first starts form (PDF)

Supported workers insurance alteration and TFN declaration form

Where superannuation contributions are low, insurance fees can have a significant impact on the size of an account balance. This form confirms your choice to cancel or reduce your Default insurance cover through HESTA and/or supply your tax file number (TFN).

Supported workers insurance alteration and TFN declaration form (PDF)

Insurance change - special cover option (HESTA for Mercy members)

Former HESTA for Mercy members can use this form to apply for additional cover.

Insurance change - special cover option (PDF)

Permanent incapacity guide and claim form

This guide provides information on how to make a Permanent incapacity claim and includes the claim form. 

Permanent incapacity guide and claim form (PDF)

Terminal illness fact sheet and claim form 

If you are diagnosed with a terminal illness, you may be eligible to claim for Death Cover – terminal illness insurance benefit, and/or the early release of your superannuation balance due to a terminal medical condition.

Terminal illness fact sheet and claim form (PDF)

Death claims  

If you need to complete a death benefit claim, you can find out about the death claims process, eligibility, and get the death claim form on Making a death benefit claim.

EFT payment details for death claims  

This form should be completed by the person/s who has been approved by HESTA to receive payment of a HESTA member’s superannuation death benefit.

EFT payment details for death benefit claims (PDF) 

Parental leave cover fact sheet

This fact sheet is about insurance cover during parental leave for HESTA Super and HESTA Personal Super members.

Insurance cover during parental leave fact sheet (PDF)

Notification of parental leave form

This form should be completed by an employer when a HESTA member is intending to take parental leave.

Notification of parental leave form (PDF)

Death Cover fact sheet

Download the fact sheet to learn more about Death Cover. 

Death Cover fact sheet (PDF)

Income Protection Cover fact sheet

Download this fact sheet to learn more about Income Protection (IP) Cover.

Income Protection Cover fact sheet (PDF)

Insurance in super fact sheet

Download this fact sheet to learn more about insurance in super for HESTA Super and HESTA Personal Super members.

Insurance in super fact sheet (PDF)

Parental leave cover fact sheet

This fact sheet is about insurance cover during parental leave for HESTA Super and HESTA Personal Super members.

Insurance cover during parental leave fact sheet (PDF)

Insurance transfer form

Use this form to apply to transfer your existing insurance cover to HESTA. 

Insurance transfer form (PDF)

Cerifying your identification  

Use this form to certify your identification. 

Certifying your identification form (PDF) 

Driver licence card number 

Download this document to help you identify your driver licence card number. 

Driver licence card number (PDF) 

Statutory declaration form

Use this form to make a statutory declaration. 

Statutory declaration form (PDF) 

Third party authorisation form

Complete this form to give permission for a third party to access your HESTA account information.

Third party authorisation form (PDF)

Advice fee deduction form

Use this form to authorise a Financial Adviser to receive payment from your HESTA account for advice services delivered to you regarding your HESTA account/s.

Advice fee deduction form (PDF) 

KiwiSaver account transfer request form

Use this form to transfer your HESTA account to a KiwiSaver account if you've moved to New Zealand permanently. 

KiwiSaver account transfer request form (PDF) 

Other information 

Important information about inactive accounts, lost members, and fund rules. 

Other information (PDF) 

Bridging the gap flyer 

Read about the reality of super and women, and what HESTA is doing to advocate for change. 

Bridging the gap flyer (PDF) 

Helpful organisations referral list 

Helpful organisations for practical advice and support beyond your super.

Helpful organisations referral list (PDF) 

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 

Choosing HESTA  

Choosing HESTA Easy English booklet.

Choosing HESTA (PDF) 

How super works  

How super works Easy English booklet.

How super works (PDF)