Contact Us

Disclosure Documents & Forms

 

Product Information

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

Former simpleWRAP Members Product Information (Closed to new members)

Personal Superannuation Service (former simpleWRAP members) Product Disclosure Statement
Personal Superannuation Service (former simpleWRAP members) Reference Guide
Personal Superannuation Service (former simpleWRAP members) Insurance Guide

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

General 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.
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 Cover Application Form

Apply for Life, TPD and/or IP insurance cover

Click Insurance Cover Application Form for a paper application, or click Online Application to begin your insurance application online.

Insurance Transfer FormTransfer existing insurance cover from another super fund to FoC
Insurance Reinstatement ApplicationRequest for your insurance cover to be reinstated
Life Events Cover Application FormTo apply for Life Events Cover
Employer Super Occupation Rating Form

Apply for a White Collar or Professional occupation rating on your insurance cover

Click Employer Super Occupation Rating Form for a paper application, or click Employer Super Occupation Rating Online to make your submission online.
Personal Super Occupation Rating FormComplete this form if your type of occupation has changed to ensure you are being charged the correct insurance premium
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
Member Voluntary Contribution FormMake a voluntary contribution to your personal super account.
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
Work Test or Work Test Exemption DeclarationThis form is to be completed if you are aged between 67 and 74 years and want to contribute to your super.

Annual Reports

30 June 2020 - AMG Super Annual Report (Including Freedom of Choice)
Freedom of Choice Annual Statements- Frequently Asked Questions Guide
30 June 2019 - AMG Super Annual Report (Including Freedom of Choice)

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

  • Freedom of Choice © 2021
  • PO Box 3528, Tingalpa DC QLD 4173
  • 1800 806 013
  • enquiries@freedomofchoice.com.au