Forms
For new members
If you wish to join Australian Ethical, complete the online application form or the printable application form (167 KB).
For existing members
| Document | Description | Size |
|---|---|---|
| Contribution form |
Make a personal, spouse or self-employed contribution |
212.54 KB |
| Rollover transfer form |
Transfer all or some of your balance held in another super fund into Australian Ethical |
163.22 KB |
| Adviser Services Form | Complete this form to notify us of a change to your financial adviser or to start or amend an adviser service fee arrangement | 130.5 KB |
| Binding death benefit nomination form |
To make a binding nomination of beneficiaries who are to receive your super in the event of your death |
189.26 KB |
| Change of details form - Super |
Update your membership details such as contact details and name changes, or change your super options, preferred beneficiaries or your regular voluntary personal contributions |
136.84 KB |
| Letter of compliance |
Provide this letter to new employers to help them make contributions to your Australian Ethical super account |
158.63 KB |
| Tax File Number Notification Form |
Use this form to provide us with your Tax File Number |
95.54 KB |
| Withdrawal form |
To apply for a lump sum withdrawal |
188.23 KB |
| Standard choice form |
Complete section A of this form if your employer asks you to complete a standard choice form |
274.15 KB |
| Insurance application form |
To disclose personal details as part of an application for insurance. Please consider the Superannuation insurance guide (332 KB) before applying for insurance. |
95.58 KB |
| ATO transfer form |
By completing this form, you will request the transfer of the whole balance of your super benefits between funds. |
112.06 KB |
