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.
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 NEOS 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.
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
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).
Application for reinstatement
Please use this form to apply for reinstatement of a lapsed NEOS Protection plan due to non-payment.
Protect Super Plan
Annual reports and notices
* Indicates former name of fund