Forms

The Australian Ethical Financial Services Guide and Super PDS should be considered before making a decision about your superannuation options.

Most popular forms

Join SuperStart your super account online in only a few minutes.
Roll over your other superSwitch your other super to Australian Ethical.
Choice of Super form (to give to your employer)Get your employer to pay your super to Australian Ethical Super.

Other Forms

DocumentDescription
Contribution formMake a personal, spouse or self-employed contribution
Adviser Services FormNotify us of a change to your financial advisor or to start or amend an advisor service fee arrangement.
Binding death benefit nomination formMake a binding nomination of beneficiaries who are to receive your super in the event of your death.
Change of details form – SuperUpdate your membership details such as contact details and name changes, or change your super options, preferred beneficiaries or your regular voluntary personal contributions
Letter of complianceProvide this letter to new employers to help them make contributions to your Australian Ethical super account
Tax File Number Notification FormProvide us with your Tax File Number.
Insurance Variation FormChange or reduce your existing insurance cover or apply for additional life events cover.
Transfer of Insurance Cover FormUse this form if you currently have insurance outside Australian Ethical Super, and you’d like to transfer the cover to us.
Insurance application formTo 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 contributionsNotice of intent to claim a tax deduction for super contributions
Withdrawal formUse this form if you want to withdraw your super from Australian Ethical or roll it over to another fund.
Employer application formFor employers: nominate Australian Ethical as your default or participating super fund.

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