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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
Australian Ethical Super Product Disclosure Statement
Super
Additional information booklet
Pension
Additional Information Booklet
Insurance Guide
Insurance Guide

Super Forms

Combine your super form
Combine your other super into your Australian Ethical Super account using this ATO rollover initiation request form.
Choice of Super form
Complete and provide this form for your Employer to pay your Super
Insurance opt-in paper form
Use this form to keep your insurance with us
Adviser third party and fee authority form (Super)
Complete this form to notify us to start or amend an adviser authority and/or 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, 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.
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
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.

Pension Forms

Pension application form (paper)
Binding death benefit nomination form
Make a binding nomination of beneficiaries who are to receive your super in the event of your death.
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 – Pensions
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.

Employer application form

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

Register now