Forms and brochures

The Connelly Temple Super Savings Plan, (Accumulation and Allocated Pension) and Employer Plan are closed to new investors. Only employees of existing corporate plans are eligible to join these products.

Simply select the forms you need from the listings below.

Downloadable documents are in PDF format. To view them you need to have Adobe Acrobat Reader installed on your computer. Adobe Acrobat Reader can be downloaded, free of charge, from the Adobe website.

Super Savings Plan
Benefit payment request
Contribution schedule
Direct debit request
Investment authority
Individual Insurance Application
Member schedule
Transfer authority - employer
Employer details alteration
Insurance details update
Severe financial hardship

Allocated Pension Plan
Payment amendment request
Commutation request
Investment authority
Tax File declaration

Super Savings and Allocated Pension Plans
Compliance certificate
Directions to pay death benefit
Member alteration advice
Tax File Number request
Transfer authority - Individual
Investment alteration advice

Employer Super Plan
Benefit payment request
Left employment schedule
Compliance certificate
Contribution schedule
Direction to pay death benefits
Direct debit request - employer
Direct debit request - individual
Individual Insurance Application
Investment authority
Member alteration
Member schedule
Insurance membership schedule & at work cerfificate
Tax File Number request
Transfer authority - employer
Transfer authority - individual