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 Super Start your super account online in only a few minutes.
Roll over your other super Switch 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

Document Description
Contribution form Make a personal, spouse or self-employed contribution
Adviser Services Form Notify us of a change to your financial advisor or 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 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
Letter of compliance Provide this letter to new employers to help them make contributions to your Australian Ethical super account
Tax File Number Notification Form Provide us with your Tax File Number.
Insurance Variation Form Change or reduce your existing insurance cover or apply for additional life events cover.
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 Use this form if you want to withdraw your super from Australian Ethical or roll it over to another fund.
Employer application form For employers: nominate Australian Ethical as your default or participating super fund.

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