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

  

Superannuation forms

Make a binding death benefit nomination (FSS048)

271.4KB PDF

Make a non-binding nomination (FSS049)

221.2KB PDF

Renew lapsing death benefit nomination (FSS051)

137.7KB PDF

Cancel a death benefit nomination (FSS053)

111.1KB PDF

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

364.4KB PDF

Complying fund notice for rollovers

228.2KB PDF

Contributions by payroll deduction(salary sacrifice) (FSS010)

134.3KB PDF

Split super contributions with your spouse (FSS038)

634.7KB PDF

Notice of intent to claim a tax deduction for personal contributions

218KB PDF

Direct debit request (FSS005)

426.1KB PDF

Contributions by cheque or electronic funds transfer (FSS011)

159.9KB PDF

Standard choice form and complying fund notice

670.3KB PDF

Complying fund notice

125.4KB PDF

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

687.6KB PDF

Reduce or cancel your insurance cover (FSS016)

366.3KB PDF

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

453.1KB PDF

Transfer insurance to your account (FSS046)

166.8KB PDF

Apply to change insurance category rating (FSS043)

307.8KB PDF

Increase insurance cover due to a life event (FSS057)

435.6KB PDF

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

320.9KB PDF

Choose your investment options (FSS009)

121.2KB PDF

Change of member details (FSS007)

524.8KB PDF

Provide your tax file number

304.3KB PDF

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

236.4KB PDF

Apply for payment of your benefit or transfer (FSS012)

407.1KB PDF

Make a claim for a death benefit (FSS047)

1MB PDF

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

263.9KB PDF

Confidential medical report on permanent incapacity (FSS028)

113.8KB PDF

Confidential medical report on terminal illness (FSS029)

236.9KB PDF

Early release application: severe financial hardship - Case 1

246.8KB PDF

Early release application: severe financial hardship - Case 2

233.3KB PDF

Early release application: compassionate grounds form (FSS025)

284.5KB PDF

Family law request for information (FSS062)

314.6KB PDF

Third party authority (FSS061)

573.3KB PDF

Make a complaint (FSS045)

302.2KB PDF


 

 

Income stream forms

Start a transition to retirement income stream

4.5MB PDF

Start a retirement income stream

4.7MB 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)

335.7KB PDF

Change of income stream member details (FSS039)

240.5KB PDF

Withdraw or transfer your income stream (FSS040)

254.3KB PDF

Change your income stream payment amount or frequency (FSS039)

240.5KB PDF

Make a complaint (FSS045)

302.2KB PDF

Third party authority (FSS061)

573.3KB 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)

121.2KB PDF

Make a complaint (FSS045)

302.2KB PDF

Third party authority (FSS061)

573.3KB PDF

Family law request for information (FSS062)

314.6KB PDF

Have your details changed?
Help us stay in touch