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Forms library

 

Please note, our online processes use an automated ID verification system that relies on identity documents issued in Australia and conforms to a standardised Australian address presentation format. If your details cannot be processed online, you will need to download, print and mail your completed form/s, along with any supporting documents. Contact us for assistance.

Transfer and Withdrawal FormsDetails

Transfer to AUSfund Form

Use this form to transfer the whole balance of your super benefits to AUSfund

Transfer to other super fund (Transfer Out application)

Use this form to transfer your AUSfund super into your other super fund and close your AUSfund account

Transfer to Self Managed Super Fund

Use this form to transfer your AUSfund super into your Self Managed Super Fund and close your AUSfund account

Balance Under $200 Payment Form

If your AUSfund account balance is under $200, use this form to claim the amount as a cash payment to your bank account

A Guide to Verifying your Identity (benefit payment under $200)

Instructions on how to verify your ID for benefit payments under $200

Retirement Benefit Claim Form - Over $1,000

Use this form to withdraw your retirement benefit of $1,000 and over and close your AUSfund account

Retirement Benefit Claim Form - Under $1,000

Use this form to withdraw your retirement benefit of under $1,000 and close your AUSfund account

Application for Payment of Death Benefit

Use this form to apply for a death benefit payment of a deceased member

Application for Benefit Compassionate Grounds

Use this form to request early release of your superannuation benefit on compassionate grounds

Permanent Incapacity Benefit Claim Form

Use this form to request early release of your superannuation benefit on permanent incapacity grounds

Application for Benefit Severe Financial Hardship

Use this form to request early release of your superannuation benefit on the basis of severe financial hardship

KiwiSaver Fact Sheet and Claim Form

Use this form to transfer your AUSfund account to your KiwiSaver account

Departing Australia Superannuation Payment

Use this form to apply for a Departing Australia Superannuation Payment via the ATO. You can find more information at www.ato.gov.au/departaustralia and apply online via the DASP Online Application system

Update Account Details FormsDetails

Change of Details Form 

Use this form to change your details with AUSfund

Non-binding Death Benefit Nomination Form 

Use this form to nominate how you would like your benefit to be paid in the event of your death

A Guide to Certifying Your ID

Instructions on how to certify your ID