Client forms

Frequently used forms available as PDF files for printing and return to Australian Ethical.

Forms for trust investors

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 (Notice: Please be aware that extended delays occur in processing withdrawals during the distribution period)
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

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 C - Employer application - Use this form to apply to make employer contributions
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 amount

Benefit payments
Use these forms to instruct us on how to deal with your benefit:
Form - Whole Balance Payment Instruction
Form - Part Balance Payment Instruction