Forms & docs

All the max forms you could possibly need are here for you to download. You'll need the free Adobe Acrobat Reader to view and print these forms.

If you are looking for information on max Super for Business try this page.

About max Super

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max Super Product Disclosure Statement - Personal

Our PDS tells you everything you'd ever want to know (and a whole lot more) about max Super and our product.
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max Super Product Disclosure Statement - Employee

The max Super Employee PDS provides employers and employees with everything there is to know about max Super.
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max Financial Services Guide

Information about the financial products and services offered by max Super.

Setting up account and changing details

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max Super Application form

The paper version of our online application, it's all you need to join up as a max member.
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Employer Choice Kit

This pack will provide your boss with everything they need to start putting super into your max account.
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max Super Rollover form

Want to transfer other super funds into max? Fill this out.
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Trustee compliance letter

Your boss may ask for this when they start making contributions to your max Super account. It's also included in the Employer Choice Pack.
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max Super Standard Choice form

Want to tell your employer to put your super directly into your max account? Fill this out. It's also included in the Employer Choice Pack.
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max Super Investment Choice form

Use this form to change your investment option.
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max Super Beneficiary Nomination form

Who gets your super when you're pushing up the daisies? Nominate your beneficiaries using this form.
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max Super Personal Health Statement form

You'll need to fill this out when applying for Income protection insurance, or Death / Death & TPD insurance greater than $350,000.

Making Contributions

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max Super Employer Contribution form

This if for employers to send to max when they make employee contributions, so we know which employee(s) to allocate the money to. This is also in the Employer Choice kit.
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Voluntary Contribution Kit

All you need to start making regular contributions via Direct Debit into your max Super account.
Download

Contributing to your max Super account Fact Sheet

Details on how to make payments to max Super. It's also included in the Voluntary Contribution kit.
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Mojo your super Fact Sheet

Get all the how-to info on growing your superannuation with rollovers and contributions. It's also included in the Voluntary Contribution kit.
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ATO Self Employed Contribution Form

If you're self-employed and want to claim a tax deduction for any personal contributions, you'll need to complete this form and send it to us at the end of the financial year (30 June).
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