Provided by Mercer: 23/2/07
"I’m a member of a Mercer super fund, and I’m looking for the documents or forms for my plan - where do I find them?"
Because of the large number of super plans administered by Mercer (over 200), the documents & forms for your plan will generally only be available to you once you've signed into your member account. This includes the Product Disclosure Statement and forms for your plan.
Each plan has different forms; by signing into your member account we're able to identify which plan you belong to and display the documents and forms relevant to your membership.
Mercer Super Trust members
Mercer Super Trust members can sign-in here. Once you've signed in, simply click on the link to 'Documents & forms' (you'll find this under 'Quick links' on the left of your screen). You can also obtain copies of any documents and forms for your plan by calling the Helpline on 1800 682 525. We've included links below to some of the more common forms.
Rollover form (Corporate Superannuation Division members) Rollover form (Personal Superannuation Division members)Providing your tax file numberMaking an after-tax contributionChanging your investments form
If you’re unsure which division of the Mercer Super Trust you are in, please call the Helpline.
Mercer Super Facts members
Mercer Super Facts members can sign-in here. Once you've signed in, follow the link to 'Forms and publications', which you'll find under 'Kick start your super' on the right of your screen. Please note that some Super Facts plans are not able to show documents & forms online. If this applies to your plan, you should contact the Helpline on 1300 132 573 to obtain copies of your forms.
This information has been prepared by Mercer (Australia) Pty Ltd ABN 32 005 315 917 for general information only. The information does not take into account your personal objectives, financial situation or needs. Therefore, you should not act on this information if you have not considered the appropriateness of this information to your personal objectives, financial situation and needs. You should consult a licensed or appropriately authorised financial adviser before making any investment decision.
