Forms
For new members
If you wish to join Australian Ethical, complete the Pre-retirees and retirees application form at the back of the super product disclosure statement (625 KB).
For existing members
| Document | Description | Size |
|---|---|---|
| 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. |
525.34 KB |
| Binding death benefit nomination form |
To make a binding nomination of beneficiaries who are to receive your super in the event of your death |
107.23 KB |
| Change of details form |
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 |
88.67 KB |
| Partial rollover transfer form |
Transfer part of your balance held in another super fund to Australian Ethical |
61.88 KB |
| Rollover transfer form |
Transfer all of your balance held in another super fund into Australian Ethical |
310.22 KB |
| Withdrawal form |
To apply for a lump sum withdrawal |
109.02 KB |
