Looking for something?
Whether it’s a copy of the Product Disclosure Statement and Policy Document (PDS) or a form to update your payment details, you’ll find our complete library of customer forms and documents here.
However, don’t forget that most requests can be handled without a form either over the phone or via email. You’ll find our contact details in the Get in touch section of our website.
Protect Super Plan
Required forms
Here are the important forms you will need to complete if you’ve purchased, or plan to purchase, life insurance using the Protect Super Plan.
Protect Super Death Benefit Nomination
Use this form to make a binding or non-binding beneficiary nomination, renew an existing nomination, or to change an existing nomination.
Protect Super Enduring Rollover Form
Use this form to provide your consent to rollover or transfer part of the superannuation benefits from your nominated superannuation account, to the Protect Super Plan for Encompass Protection.
Protect Super Plan
Annual reports and notices
Member outcomes assessment – 30 June 2023
This assessment was undertaken by the Trustee in February 2024, and is relevant for the financial year ended 30 June 2023.
Protect Super Plan Member Meeting Minutes FY22
This document summarises the minutes from the Protect Super Plan Annual General Meeting for FY22.