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Disclosure Documents & Forms

Product Information

Personal Superannuation Service Product Disclosure Statement
Personal Superannuation Service Reference Guide
Insurance Guide
Compliance Statement

Application Forms

FormsDescription
Personal Superannuation Service Application FormJoin Freedom of Choice Super as a Personal member
Retirement Service Application FormJoin Freedom of Choice as a Retirement Service member
Pension Restart Application FormRestart an existing pension account

GeneralĀ Forms

FormsDescription
Adviser Authority FormThis form is to be completed when an existing member nominates a new adviser to manage his/her account.
Adviser Registration FormThis form is to be completed when a new adviser registers with FoC.
Application to Cancel Insurance CoverThis form is to be used to cancel any existing insurance cover.
Application to Increase Cover due to Life EventApply to increase Life cover due to Life Event
Australian Standard Transfer FormThis form is to be completed for any off-market transfers.
Benefit Payment RequestRequest to withdraw from your account in a cash payment or rollover to an external fund.
Binding Nomination of Beneficiary Nomination FormMake a binding nomination of beneficiary
Change of Member Details FormUpdate your account information including your contact details
Direct Debit Request FormArrange to pay contributions via direct debit
Early Release Request - Compassionate GroundsApply for an early release of your superannuation under compassionate grounds.
Early Release Request - Severe Financial HardshipApply for an early release of your superannuation on the grounds of severe financial hardship.
Insurance Application Form - Member's Personal StatementApply for Life, TPD and/or IP insurance cover
Insurance Transfer FormTransfer existing insurance cover from another super fund to FoC
Investment Choice FormNominate your investments within your Freedom of Choice account
Investment Switch FormSwitch between investment options
KiwiSaver Transfer RequestTransfer your superannuation to your New Zealand KiwiSaver account.
Member Alteration Advice FormChange your details or payment details
Online Service Registration Form for AdvisersTo apply for access to the online services facility (web)
Online Service Registration Form for MembersTo apply for access to the online services facility (web)
Optional Advice Fee Authorisation FormAuthorise a one-off fee to be deducted from your FoC account to be paid to your financial adviser
Pension Payment Request FormTo request a one-off pension payment
Related Accounts Application FormTo apply for administration fee discount across different products/accounts
Super Consolidation FormThis form is to be completed when rolling over funds into Freedom of Choice Super account.
SuperMatch FormSearch for and consolidate multiple Super Funds to Freedom of Choice Super
Tax File Number Notification FormNotify Freedom of Choice Super of your TFN number
Third Party Authority FormThis form allows you to authorise the Trustee to provide information about your account to your nominated authority

Annual Reports

Freedom of Choice Annual Report 2017
Freedom of Choice Annual Statements- Frequently Asked Questions Guide

If you need any assistance while completing these forms, please contact us on 1800 806 013 or atĀ enquiries@freedomofchoice.com.au

  • Freedom of Choice © 2018
  • PO Box 3528, Tingalpa DC QLD 4173
  • 1800 806 013
  • enquiries@freedomofchoice.com.au