Frequently used forms available as PDF files for printing and return to Australian Ethical.
Client forms
Forms for trust investors
The forms below are for use only by existing investors in the Australian Ethical trusts.(For new or additional investments, please use the forms in the back of the Product Disclosure Statement).
Online access application form - Use this form to apply for an online access facility password
Withdrawal form - Use this form to withdraw units from the trusts
Change of details form - Use this form to update your new contact details or change of name
Transfer request form - Use this form to transfer units to another person
Deceased estate transmission form - Use this form to transfer units from a deceased investor to another person
Identification formsFor new investors in the trusts - NEW! Identification forms - required under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 |
Forms for super members
These forms are for use by existing members of Australian Ethical Superannuation.
For new investments, please use the forms in the back of the Product Disclosure Statement.
Compliance Information for Choice of Fund
Form D - Transfer Authority - Use this form to transfer benefits from another super or rollover fund
Form E - Direct Debit Request - Use this form to arrange for any amount to be debited from an account held at a financial institution
Form F - Employer Contributions - Use this form to make employer contributions for employees
Form G - Personal Contribution Remittance Advice - Use this form to make an individual contribution or a spouse contribution
Form H - Investment Instruction Switch - Use this form to switch between investment strategies
Form I - Membership Variation Advice - Use this form to update your membership details or change your regular contribution amountBenefit payments
Use these forms to instruct us on how to deal with your benefit:
Form - Whole Balance Payment Instruction
Form - Part Balance Payment Instruction