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Superannuation forms

Make a binding death benefit nomination (FSS048)

476.8KB PDF

Make a non-binding nomination (FSS049)

479.9KB PDF

Renew lapsing death benefit nomination (FSS051)

238.9KB PDF

Cancel a binding death benefit nomination (FSS053)

243KB PDF

Consolidate your super - combine other accounts into First State Super (FSS020)

427KB PDF

Complying fund notice for rollovers

227.7KB PDF

Contributions by payroll deduction(salary sacrifice) (FSS010)

228.4KB PDF

Split super contributions with your spouse (FSS038)

679.4KB PDF

Notice of intent to claim a tax deduction for personal contributions

217.5KB PDF

Direct debit request (FSS005)

402.6KB PDF

Contributions by cheque or electronic funds transfer (FSS011)

474.2KB PDF

Standard choice form and complying fund notice

671KB PDF

Complying fund notice

124.9KB PDF

Apply for or increase insurance (FSS014) (includes death, death & TPD, income protection)

588.1KB PDF

Reduce or cancel your insurance cover (FSS016)

352.2KB PDF

Start-up bonus cover for new employer sponsored members (FSS042)

481.1KB PDF

Transfer insurance to your account (FSS046)

515.9KB PDF

Apply to change insurance category rating (FSS043)

276.2KB PDF

Increase insurance cover due to a life event (FSS057)

511.2KB PDF

Due to a salary increase - increase income protection insurance cover (FSS058)

508.7KB PDF

Choose your investment options (FSS009)

515.1KB PDF

Change of member details (FSS007)

575.1KB PDF

Provide your tax file number

280.5KB PDF

Apply to transfer super benefits to a KiwiSaver scheme (FSS056)

584.8KB PDF

Apply for payment of your benefit or transfer (FSS012)

954.4KB PDF

Make a claim for a death benefit (FSS047)

956.6KB PDF

Make a claim for a disablement or terminal illness benefit (FSS015)

923.5KB PDF

Confidential medical report on permanent incapacity (FSS028)

243.5KB PDF

Confidential medical report on terminal illness (FSS029)

262.1KB PDF

Early release application: severe financial hardship - Case 1

596.6KB PDF

Early release application: severe financial hardship - Case 2

598KB PDF

Early release application: compassionate grounds form (FSS025)

593.5KB PDF

Family law request for information (FSS062)

289.2KB PDF

Third party authority (FSS061)

546.3KB PDF

Make a complaint (FSS045)

309.7KB PDF

 

Income stream forms

Start an income stream

1.4MB PDF

Make a reversionary beneficiary nomination (FSS034)

648.6KB PDF

Make a binding death benefit nomination (FSS034)

648.6KB PDF

Make a non-binding benefit nomination (FSS055)

534.4KB PDF

Renew a lapsing death benefit nomination (FSS052)

240.5KB PDF

Cancel a binding death benefit nomination (FSS054)

400.3KB PDF

Choose your investment options (FSS037)

362.3KB PDF

Change of income stream member details (FSS039)

594KB PDF

Withdraw or transfer your income stream (FSS040)

648.6KB PDF

Change your income stream payment amount or frequency (FSS039)

594KB PDF

Make a complaint (FSS045)

309.7KB PDF

Third party authority (FSS061)

546.3KB PDF

Family law request for information (FSS062)

289.2KB PDF

 

Defined benefit forms

Make a binding death benefit nomination (FSS107)

526.1KB PDF

Renew a lapsing binding death benefit nomination (FSS108)

300.4KB PDF

Cancel a binding death benefit nomination (FSS109)

261.6KB PDF

Choose your investment options (FSS122)

365.4KB PDF

Make a complaint (FSS045)

309.7KB PDF

Third party authority (FSS061)

546.3KB PDF

Family law request for information (FSS062)

289.2KB PDF

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