| Accumulation Product TMD |
| Pension Product TMD |
| Compliance Statement |
| Forms | Description |
|---|---|
| Contribution Remittance Advice Form | Make a contributions to your employees' Freedom of Choice accounts |
| Direct Debit Request Form | Arrange to pay contributions via direct debit |
| Online Service Registration Form | To apply for access to the online services facility (web) |
| Forms | Description |
|---|---|
| Advice Fee Consent Form – Fixed Term | Authorise a fixed-term fee to be deducted from your Freedom of Choice account and paid to your financial adviser |
| Advice Fee Consent Form – One Off | Authorise a one-off fee to be deducted from your FoC account to be paid to your financial adviser |
| Advice Fee Consent Form – Ongoing | This form is to be completed when you want to authorise a fee to be deducted from your Freedom of Choice account and paid to your financial adviser as an ongoing fee |
| Adviser Nomination Form | This form is to be completed when an existing member nominates a new adviser to manage his/her account |
| Adviser Registration Form | This form is to be completed when a new adviser registers with FoC |
| Australian Standard Transfer Form | This form is to be completed for any off-market transfers |
| Benefit Payment Request | Request to withdraw from your account in a cash payment or rollover to an external fund. |
| Binding Nomination of Beneficiary Nomination Form | Make a binding nomination of beneficiary |
| Change of Member Details Form | Update your account information including your contact details |
| Direct Debit Request Form | Arrange to pay contributions via direct debit |
| Early Release Request - Compassionate Grounds | Apply for an early release of your superannuation under compassionate grounds. |
| Early Release Request - Severe Financial Hardship | Apply for an early release of your superannuation on the grounds of severe financial hardship. |
| Insurance Cover Application Form | Apply for Life, TPD and/or IP insurance cover |
| Insurance Reinstatement Application | Request for your insurance cover to be reinstated |
| Insurance Transfer Form | Transfer existing insurance cover from another super fund to FoC |
| KiwiSaver Transfer Request | Transfer your superannuation to your New Zealand KiwiSaver account |
| Member Alteration Advice Form | Change your details or payment details |
| Member Voluntary Contribution Form | Make a voluntary contribution to your personal super account |
| Online Service Registration Form for Advisers | To apply for access to the online services facility (web) |
| Online Service Registration Form for Members | To apply for access to the online services facility (web) |
| Pension Payment Request Form | To request a one-off pension payment |
| Personal Super Occupation Rating Form | Complete this form if your type of occupation has changed to ensure you are being charged the correct insurance premium |
| Related Accounts Application Form | To apply for administration fee discount across different products/accounts |
| Reversionary Beneficiary Nomination Form | This form can be used to nominate your spouse as a reversionary beneficiary who can continue to receive your pension in the event your death. |
| Super Consolidation Form | This form is to be completed when rolling over funds into Freedom of Choice Super account |
| Tax File Number Notification Form | Notify Freedom of Choice Super of your TFN number |
| Third Party Authority Form | This form allows you to authorise the Trustee to provide information about your account to your nominated authority |
| Work Test or Work Test Exemption Declaration | This form is to be completed if you are aged between 67 and 74 years and want to contribute to your super |
