Frequently used forms available as PDF files for printing and return to Australian Ethical.
Client forms
Forms for trust investors
The forms below are for use only by existing investors in the Australian Ethical trusts.
- 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
- 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
Identification forms
For new investors in the trusts:
- Identification forms - required under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006
Processing delay notice - 19 June 2009
At the start of July each year the investment trust accounts are audited and the distribution to investors is calculated and paid. As a result there may be a delay in processing requests during this month. Although redemption processing may take longer, your redemption amount is still calculated according to the unit price on the date of receipt of your request.
As stated in our product disclosure statement we have 21 days to process a request. In normal circumstances redemptions can be paid within seven days of receiving your request but we ask for your understanding around distribution time.
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.
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Form C - Employer application - Use this form to apply to make employer contributions
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Form D - Transfer Authority - Use this form to transfer benefits from another super or rollover fund
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Form E - Direct Debit Request - Use this form to arrange for any amount to be debited from an account held at a financial institution
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Form F - Employer Contributions - Use this form to make employer contributions for employees
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Form G - Personal Contribution Remittance Advice - Use this form to make an individual contribution or a spouse contribution
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Form H - Investment Instruction Switch - Use this form to switch between investment strategies
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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: