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Benefit forms
Before making an application for benefit you are advised to read the relevant parts of the product disclosure statement.
| Form title | You can use this form to... | Product code | |
|---|---|---|---|
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Age retirement - leaving the scheme | Claim your PSS benefit if you are voluntarily retiring or have been dismissed after reaching your minimum retiring age. | SAR1-PSS |
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Application for an associate pension by the former spouse of a PSS pensioner | Apply for a PSS pension if your former spouse is receiving a PSS pension. | ASSOC-PENS |
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Associate preserved benefit | Claim your associate preserved benefit if you've reached age 55 and retired from the workforce. | PBA-ASS-PSS |
|
Cessation of employment (resignation) | Claim your benefit after resignation, dismissal (before reaching minimum retiring age), if your appointment is annulled or your contract has been completed. | SR1-PSS |
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Departmental report for PSS resignation | Let us know your employee has resigned (for employers only). | SRD1-PSS |
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Early access to superannuation benefit | Get early access to your benefit in the case of severe financial hardship or specified grounds. | ACCESS-C |
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Early access to associate preserved superannuation benefit | Get early access to your associate preserved benefit in the case of severe financial hardship or specified grounds. | ACCESS-ASS-C |
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Election to cease membership | Cease your PSS membership to join an alternative scheme. | EC-PSS |
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Estimate request form (Member use only) | Request an estimate of your PSS benefit. | ESTI-PSS |
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Involuntary retirement (retrenchment/redundancy) | Claim your benefit if you've involuntarily retired or have accepted an offer of retrenchment or redundancy. | SRR1-PSS |
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Orphan of a deceased member | Make a claim if you have care, control and custody of the child of a deceased member. | SOM1-PSS |
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Orphan of a pensioner | Make a claim if you have care, control and custody of the orphan of a deceased pensioner. | SOP-PSS |
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Preserved benefit claim | Claim your preserved benefit if you've reached age 55 and are retired from the workforce. | PBA-PSS |
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Preserved benefit - member contributions/transfer value claim | Claim member contributions or have a transfer value paid to an eligible super fund if you have a preserved benefit. | PBC-PSS |
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Retirement supplement (SR supplement) | Have your transfer amount paid differently to the default arrangement. | SR-Supplement |
|
Spouse and children of a pensioner benefit application | Apply for a pension if you are the spouse of a deceased PSS pensioner or act on behalf of a child of a deceased PSS pensioner. | S2SP-PSS |
|
Spouse (or spouse and children) of deceased member benefit application part 1 | Apply for a pension if you are the spouse of a deceased PSS member or act on behalf of a child of a deceased PSS member. | SSM1a-PSS |
|
Spouse (or spouse and children) of deceased member benefit application part 2 | Apply for a pension if you are the spouse of a deceased PSS member or act on behalf of a child of a deceased PSS member. | SSM1b-PSS |
Invalidity forms
| Form title | You can use this form to... | Product code | |
|---|---|---|---|
|
Application for issue of invalidity retirement certificate | Apply for an invalidity retirement certificate on behalf of an employee (for employers only). | SPC-PSS |
|
Approved invalidity retirement claim form | Claim or apply for an invalidity benefit after your invalidity retirement has been approved by ARIA and are formally retired on invalidity grounds by your employer. | SIR1-PSS |
|
Application for early access on medical grounds | Apply for early access to your preserved benefit due to total and permanent incapacity. | ER-PSS |
|
Approved preserved benefit invalidity retirement claim form | Claim your preserved benefit once you've been given approval to access your benefit on invalidity grounds. | PBI-PSS |
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Application for partial invalidity pension | Apply for a partial invalidity pension following a permanent decrease in pay due to physical or mental incapacity. | SPP-PSS |
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Medical examination report for invalidity retirement | Assessment form to be completed by a medical practitioner. | SM2-PSS |
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Partial invalidity pension estimate request form | Request a partial invalidity pension estimate. | PIP-PSS |
Other forms
| Form title | You can use this form to... | Product code | |
|---|---|---|---|
|
Access number request/change of contact details | Request an access number so you can log on to member services online or if you'd like to update your details. | PAAN1 |
|
Additional death and invalidity cover (election to take out or vary) | Apply for or change your ADIC cover. | SE6-PSS |
|
ADIC application to continue while on leave without pay |
To continue your Additional Death and Invalidity Cover (ADIC) if you are going onapproved leave without pay (LWOP). | SE8-PSS |
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Application to have pre-July 1983 excess contribution included in tax-free amount | Get a recalculation of your tax-free amount - this includes your pre-July 1983 excess contributions. | P83 |
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Application to pay in a transfer value | Transfer money from another super fund into the PSS. | SE5-PSS |
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Associate preserved benefit (terminal medical condition or incapacity) | Claim an associate preserved benefit after you're approved to receive the Benefit as a result of a terminal medical condition or incapacity. | PBI-ASS-PSS |
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Authority to release information to a third party | Authorise a third party to access information on your super entitlements. | AUTH-PSS |
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Certificate in respect of an allowance | Determine that an employee will receive a recognized allowance (for delegates of the board only). | S17A-PSS |
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Certificate in respect of an allowance for an employee undertaking prescribed employment during leave of absence without pay | Determine that an employee undertaking prescribed employment during a leave of absence without pay has been or will continue to receive a recognised allowance (for delegates of the board only). | S17L-PSS |
| HTML page | Change my super contribution rate | Change your contribution rate if you're a contributing member. | |
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Certificate in respect of an allowance for a temporary employee | Determine the eligibility of a temporary employee for a Recognised allowance (for delegates of the board only). | S17T-PSS |
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Certificate in respect shift allowance | Determine that an employee is eligible to have shift allowance included as salary for superannuation purposes (for delegates of the board only). | S17S-PSS |
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Confidential medical & personal statement | Supply details of your medical history when you join the PSS. | CMAPS |
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Contributions surcharge remittance advice | Pay your contributions surcharge by cheque. | SUR1-PSS |
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CSS transfer to PSS | Cease your CSS membership and transfer into the PSS. | SE7-PSS |
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Early access to preserved superannuation benefit on medical grounds | Gain access to your preserved benefit on the grounds of total and permanent incapacity. | ER-PSS |
|
Election to become a member | Join the PSS if you're a temporary or casual employee or a statutory office holder. | SE4-PSS |
|
Family law/property settlement - application for information | Access information about your super or a member's super (if you're eligible). | FORM6 |
 |
SMARTFORM Family law/property settlement - application for information | Access information about your super or a member's super (if you're eligible).  |
FORM6 |
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Family law/property settlement - separation declaration | Declare separation from your spouse. | 90MP-PSS |
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Family law/property settlement - sample court order for superannuation splitting (percentage split) | See an example of a standard court order for a percentage split. | 90MT1b |
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Family law/property settlement - sample court order for superannuation splitting (base amount) | See an example of a standard court order for a base amount split. | 90MT1a |
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Family law/property settlement - notice to Trustee required by regulation 72 | Supply us with your details if you're not a PSS member but have an interest in your spouse's benefit due to a splitting order or splitting agreement. | 72NMS-PSS |
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Leave without pay remittance advice | Make a cheque payment for an employee who is on LWOP (for employers only). | S637-PSS |
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Overpayment recovery statutory declaration | Supply details of income, expense, assets and liabilities. | STATDEC |
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Provision of tax file number (TFN) | Supply us with your TFN. | PSS-TFN |
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Student pension - review of pension | Supply education arrangement details when a child turns 16. | SC3-PSS |
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Statement of compliance | See the PSS statement of compliance for rolling money from other funds into the PSS. | SC-PSS |
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Transfer (switch) to Cash Investment Option | Switch from the Default Fund to the Cash Investment Option. | PCASH |
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Transfer (switch) to Default Fund | Switch from the Cash Investment Option to the Default Fund. | PCASH-D |