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Super and Pension forms & PDS

The Australian Ethical Financial Services Guide and Product Disclosure Statement should be considered before making a decision about your superannuation options.

Please also see the Notices & Updates page for the latest changes to Super or Pension products.

Please note we currently do not accept electronic signatures on forms. To avoid delays or having to recomplete forms, please ensure you sign the documents with a wet ink signature (i.e. by hand).

Important information

Financial Services Guide
Superannuation
Product Disclosure Statement
Superannuation
Additional Information Booklet
Pension
Additional Information Booklet
Australian Ethical
Insurance Guide

Target Market Determination

Super TMD
Pension TMD

Super Forms

Binding death benefit nomination form
Make a binding nomination of beneficiaries who are to receive your super in the event of your death.
Choice of Super fund
Complete and provide this form for your Employer to pay your Super
Notice of compliance
Provide this notice to new employers to help them make contributions to your Australian Ethical super account
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.
Salary sacrifice form
Complete this form and give it to your payroll officer or HR department
Change of name or date of birth form
For Super and Pension members.
Trans Tasman Portability form
For Super members
Adviser third party and fee authority form (Super & Pension)
Complete this form to gain access to your client's Australian Ethical account(s), or amend an adviser service fee arrangement.

Insurance Forms

Insurance opt-in paper form
Use this form to keep your insurance with us
Insurance Variation Form
Change, cancel or reduce your existing insurance cover or apply for fixed or additional life events cover or income protection. Change your personal details including occupational category and smoking status.
Transfer of insurance cover form
Use this form if you have insurance outside of Australian Ethical Super and you'd like to transfer your 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.

Pension Forms

Pension application form (paper)
Tax file number declaration (ATO)
Applicants under the age of 60 who are transitioning to retirement or wanting to start an Australian Ethical pension account will need to complete this form.
Change of details form (Pension)
Update your membership details such as contact details and name changes, or change your pension options, preferred beneficiaries or how your pension payments are made
Withdrawal form - Pension
Use this form to make a withdrawal from your Australian Ethical Pension account.
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
For Super and Pension members.

Employer application form

Registering as an employer using our secure employer portal allows you to make all of your employee contributions.

Register now