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Superannuation Documents & Applications

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You can open a Superannuation account by completing a Application for Superannuation Membership and return it to us.

To become a customer of Victoria Teachers Mutual Bank and take advantage of banking solutions for every stage of life, including Superannuation, choose one of the following options:

Online

Apply Online

 

Phone Us

Call 1300 654 822 between 8:00am and 7:00pm Monday to Thursday and Friday 8:00am and 6:00pm.

 

Visit Us

Complete an application in person at our Hawthorn East or Moonee Ponds Service Centres.

 

Superannuation Documents

Application for Superannuation Membership
Superannuation Product Disclosure Statement (PDS)
Superannuation Pension Product Disclosure Statement (PDS)
Change of Member Details
Compliance Letter
Withdrawal Request
Death Benefit Nomination Lump Sum Benefits Only
Employer Contributions via BPAY, EFT or Cheque
Employers Contributions via Direct Debit
Member Contributions by Cheque
Member Contributions via Direct Debit
Notice of Intention Claim Tax Deduction
Pension Account Change of Details
Super to Pension Transfer Request
Super Contribution Eligibility
Occupations List
Trust Deed
Investment application form (future contributions)
Investment switch form (existing balance) - Pension
Investment switch form (existing balance) – Super
Pension Tax File Number Declaration
Superannuation transfer request
Transfer your transition to retirement income stream to an account based pension
CUBS VTMB 2016 Annual Report