Forms and Product Disclosure Statements

Super

Additional Information Booklet

Pension

Additional Information Booklet

Insurance Guide

Adviser service form

Complete this form to notify us to start or amend an advisor service fee arrangement

Binding death benefit nomination form

Make a binding nomination of beneficiaries who are to receive your super in the event of your death.

Change of name or date of birth form

Update your name or your date of birth

Letter of compliance

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

Insurance Variation Form

Change or reduce your existing insurance cover or apply for fixed or additional life events cover or apply for income protection insurance. Change your personal details including address, occupation category and smoking status.

Transfer of Insurance Cover Form

Use this form if you currently have insurance outside Australian Ethical Super, and you’d like to transfer the cover to us.

Insurance application form

To disclose personal details as part of an application for insurance. Please consider the Insurance Guide before applying for insurance.

Notice of intent to claim a tax deduction for super contributions

Notice of intent to claim a tax deduction for super contributions

Withdrawal form - Super

Use this form if you want to withdraw your super from Australian Ethical or roll it over to another fund.

Change of investment option form

Update your investment option or future contribution strategy

Salary sacrifice form

Complete this form and give it to your payroll officer or HR department

Insurance opt-in paper form

Use this form to keep your insurance cover with us.