Some changes to your account can be made instantly online. Or simply download the form below.

  

Our most popular forms

  1. Withdraw or transfer your super (FSS012)

    (excluding self managed super funds). For SMSF, please download the transfer to a SMSF form.

    Download now
  2. Binding death benefit nomination (FSS048)

    Download now
  3. Standard choice form (incl Complying fund letter)

    Download now
  4. Withdraw or transfer your income stream (FSS040)

    Download now
  5. Consolidate your super (FSS020)

    Download now

Superannuation forms 

Renew lapsing death benefit nomination (FSS051)

138KB PDF

Make a non-binding nomination (FSS049)

221.8KB PDF

Make a binding death benefit nomination (FSS048)

212.9KB PDF

Cancel a death benefit nomination (FSS053)

110.9KB PDF

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

125.6KB PDF

Complying fund notice for rollovers

91.9KB PDF

Contributions by payroll deduction (salary sacrifice) (FSS010)

134.3KB PDF

Downsizer contribution form

222.5KB PDF

Split super contributions with your spouse (FSS038)

233.6KB PDF

Notice of intent to claim a tax deduction for personal contributions

124.3KB PDF

Direct debit request (FSS005)

296.3KB PDF

Contributions by cheque or electronic funds transfer (FSS011)

160.8KB PDF

Standard choice form and complying fund notice

652.9KB PDF

Complying fund notice

94.4KB PDF

Join us online                          Fund details for job change

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

291.4KB PDF

Reduce or cancel your insurance cover (FSS016)

136.4KB PDF

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

183KB PDF

Transfer insurance to your account (FSS046)

168.1KB PDF

Apply to change insurance category rating (FSS043)

140.3KB PDF

Increase insurance cover due to a life event (FSS057)

172.2KB PDF

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

154.1KB PDF

Opt in for insurance (FSS065)

103.6KB PDF

Choose your investment options (FSS009)

125.6KB PDF

Change of member details (FSS007)

365.9KB PDF

Provide your tax file number

221.7KB PDF

Appointed attorney details form

243.1KB PDF

Power of attorney declaration form

121KB PDF

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

235.9KB PDF

Apply for payment of your benefit or transfer (FSS012)

418.5KB PDF

Application to transfer to a self-managed super fund (FSS012A)

447.5KB PDF

Make a claim for a death benefit (FSS047)

383.8KB PDF

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

254.5KB PDF

Confidential medical report on permanent incapacity (FSS028)

113.8KB PDF

Confidential medical report on terminal illness (FSS029)

121KB PDF

Early release application: severe financial hardship - Case 1

245.4KB PDF

Early release application: severe financial hardship - Case 2

232.8KB PDF

Early release application: compassionate grounds

295.9KB PDF

Family law request for information (FSS062)

314.6KB PDF

Third party authority (FSS061)

239.2KB PDF

Make a complaint (FSS045)

108.6KB PDF

 

Income stream forms

Start a transition to retirement income stream

2.1MB PDF

Start a retirement income stream

2.4MB PDF

Make a reversionary beneficiary nomination (FSS034)

214.5KB PDF

Make a binding death benefit nomination (FSS034)

214.5KB PDF

Make a non-binding benefit nomination (FSS055)

197.1KB PDF

Renew a lapsing death benefit nomination (FSS052)

147.4KB PDF

Cancel a binding death benefit nomination (FSS054)

163.7KB PDF

Change of income stream investment details (FSS037)

123.3KB PDF

Change of income stream member details (FSS039)

254KB PDF

Withdraw or transfer your income stream (FSS040)

270.8KB PDF

Change your income stream payment amount or frequency (FSS039)

254KB PDF

Make a complaint (FSS045)

108.6KB PDF

Third party authority (FSS061)

239.2KB PDF

Family law request for information (FSS062)

314.6KB PDF

 

Defined benefit forms

Make a binding death benefit nomination (FSS107)

569.3KB PDF

Renew a lapsing binding death benefit nomination (FSS108)

236.8KB PDF

Cancel a binding death benefit nomination (FSS109)

238KB PDF

Payment information & nomination defined benefit (post-1988) account (FSS131)

146.3KB PDF

Payment information & nomination defined benefit (pre-1988) account (FSS132)

166.1KB PDF

Payment & information defined benefit deferred account (FSS133)

155.8KB PDF

Make a complaint (FSS045)

108.6KB PDF

Third party authority (FSS061)

239.2KB PDF

Family law request for information (FSS062)

314.6KB PDF

Change member details - defined benefit scheme - lifetime pension (FSS134)

164.4KB PDF

Have your details changed?
Help us stay in touch