Forms

Have more than one super account? Consolidate your super into Australian Ethical Superannuation. Complete the Rollover transfer form and we'll take care of the rest.

For new investors

If you wish to join Australian Ethical, complete the Individuals application form from the superannuation product guide (PDS).

For existing investors

Document Description Size
Binding death benefit nomination form

To make a binding nomination of beneficiaries who are to receive your super in the event of your death

 107.23 KB
Change of details form

Update your membership details such as contact details and name changes, or change your super options, preferred beneficiaries or your regular voluntary personal contributions

 89.48 KB
Contribution form

Make a personal, spouse or self-employed contribution

 97.4 KB
Letter of compliance

Provide this letter to new employers to help them make contributions to your Australian Ethical super account

 121.17 KB
Partial rollover transfer form

Transfer part of your balance held in another super fund to Australian Ethical

 61.88 KB
Rollover transfer form

Transfer all of your balance held in another super fund into Australian Ethical

 310.22 KB
Standard choice form

Complete section A of this form if your employer asks you to complete a standard choice form

 206.47 KB
Withdrawal form

To apply for a lump sum withdrawal

 87.93 KB