Resource library

Looking for something?

Whether it’s a copy of a beneficiary nomination form 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.

Payment authority

Use this form to update your client's premium payment details for their NEOS Protection plan.

Ordinary death benefit nomination

Use this form to make a death benefit nomination for ordinary (non-super) NEOS Protection plans.
NEOS 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 NEOS Super Plan.

NEOS Super binding death benefit nomination

Use this form to make a binding death benefit nomination for NEOS Super plans.

NEOS Super enduring rollover form

Use this form to provide authority for the annual rollover of funds from a nominated super fund, to the NEOS Super Plan.

Guide to identity certification

This document outlines why we require proof of identity and the identity documents we accept.

Adviser transfer request

Use this form if you wish to transfer your existing NEOS Protection plan to a new financial adviser.

Tele-interview guide

This guide includes everything you need to know about our tele-interview process including how to prepare, what information is required and how we use your information.

Application for alteration or increase

Please use this form to request an increase in cover or addition to an existing plan, any alteration that requires underwriting (e.g. a reduction of waiting period) or a review of a loading/exclusion.
NEOS Super Plan

Annual reports and notices

NEOS Super Plan and Super Plan 2 2020 annual report

This is our current Annual Report for the NEOS Super Plan for the year ended 30 June 2020.

NEOS Super 2019 annual report

This is the Annual Report for the NEOS Super Plan for the year ended 30 June 2019.

NEOS Super Plan 2 – member notice

For the NEOS Super Plan 2 (PDS dated 5 Nov 2019), a significant event notice (SEN) was sent to all members on 18 Nov 2020 regarding changes to the structure of the fund.

NEOS Super Plan SEN – member notice 1

For the NEOS Super Plan (PDS dated 27 Sept 2018), a significant event notice (SEN) was sent to all members on 13 Nov 2020 regarding changes to the structure of the fund.

NEOS Super Plan SEN – member notice 2

For the NEOS Super Plan (PDS dated 27 Sept 2018), a significant event notice (SEN) was sent to all members on 30 Nov 2020 confirming changes to the structure of the fund.