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)

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  2. Binding death benefit nomination (FSS048)

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  3. Standard choice form (incl Complying fund letter)

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  4. Withdraw or transfer your income stream (FSS040)

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  5. Consolidate your super (FSS020)

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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)

271.4KB PDF

Cancel a death benefit nomination (FSS053)

110.9KB PDF

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

124.9KB PDF

Complying fund notice for rollovers

228.2KB PDF

Contributions by payroll deduction (salary sacrifice) (FSS010)

134.3KB PDF

Downsizer contribution form

209.4KB PDF

Split super contributions with your spouse (FSS038)

211KB PDF

Notice of intent to claim a tax deduction for personal contributions

218KB PDF

Direct debit request (FSS005)

488.7KB PDF

Contributions by cheque or electronic funds transfer (FSS011)

159.2KB PDF

Standard choice form and complying fund notice

670.3KB PDF

Complying fund notice

125.4KB PDF

Join us online                          Fund details for job change

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

284KB PDF

Reduce or cancel your insurance cover (FSS016)

128.5KB PDF

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

181.5KB PDF

Transfer insurance to your account (FSS046)

168.7KB PDF

Apply to change insurance category rating (FSS043)

137.9KB PDF

Increase insurance cover due to a life event (FSS057)

169.7KB PDF

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

153.2KB PDF

Choose your investment options (FSS009)

145.1KB PDF

Change of member details (FSS007)

388.8KB PDF

Provide your tax file number

230.5KB PDF

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

235.9KB PDF

Apply for payment of your benefit or transfer (FSS012)

443.4KB PDF

Make a claim for a death benefit (FSS047)

392.2KB PDF

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

260.5KB PDF

Confidential medical report on permanent incapacity (FSS028)

113.8KB PDF

Confidential medical report on terminal illness (FSS029)

128.9KB PDF

Early release application: severe financial hardship - Case 1

269.1KB PDF

Early release application: severe financial hardship - Case 2

230.1KB PDF

Early release application: compassionate grounds form (FSS025)

261.6KB PDF

Family law request for information (FSS062)

314.6KB PDF

Third party authority (FSS061)

239.2KB PDF

Make a complaint (FSS045)

107KB 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)

221.7KB PDF

Make a binding death benefit nomination (FSS034)

221.7KB PDF

Make a non-binding benefit nomination (FSS055)

254.1KB PDF

Renew a lapsing death benefit nomination (FSS052)

193.4KB PDF

Cancel a binding death benefit nomination (FSS054)

180.8KB PDF

Change of income stream investment details (FSS037)

128.7KB PDF

Change of income stream member details (FSS039)

263KB PDF

Withdraw or transfer your income stream (FSS040)

272.4KB PDF

Change your income stream payment amount or frequency (FSS039)

263KB PDF

Make a complaint (FSS045)

107KB 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

Choose your investment options (FSS009)

145.1KB PDF

Make a complaint (FSS045)

107KB PDF

Third party authority (FSS061)

239.2KB PDF

Family law request for information (FSS062)

314.6KB PDF

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