Find a form

<!DOCTYPE HTML> <html lang="en"> <head> <meta charset="UTF-8"/> <title>Find a form</title> <meta name="description" content="Find all CFS forms"/> <meta name="template" content="article-page"/> <meta name="viewport" content="width=device-width, initial-scale=1.0"/> <meta name="pageName" content="cfs:personal:resources:find-a-form:find-a-form"/> <script defer="defer" type="text/javascript" src="/.rum/@adobe/helix-rum-js@%5E2/dist/rum-standalone.js"></script> <script type="application/ld+json"> { "@context": "https://schema.org", "@graph": [ { "@type": "Article", "headline": "", "timeRequired":"", "image": "", "author": { "@type": "Person", "name": "" }, "publisher": { "@type": "Organization", "name": "", "logo": { "@type": "ImageObject", "url": "" } }, "datePublished": "", "dateModified": "Thu Oct 31 01:22:36 UTC 2024" } ] } </script> <link rel="stylesheet" href="/etc.clientlibs/cfs-winged/clientlibs/clientlib-dependencies.lc-d41d8cd98f00b204e9800998ecf8427e-lc.min.css" type="text/css"> 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id="articlepage-a4485684eb"> <script src="/content/dam/cfs-winged/datacollection/acdl/adobe-client-data-layer.min.js" async defer></script> <script src="/content/dam/cfs-winged/datacollection/acdl/cfs-analytics-framework.js" async defer></script> <script src="/content/dam/cfs-winged/lotties/lottie-player.js"></script>  <div class="root responsivegrid"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> <div class="experiencefragment aem-GridColumn aem-GridColumn--default--12"> <div id="experiencefragment-a2ca4a7515" class="cmp-experiencefragment cmp-experiencefragment--customer-header"> <div id="container-fab8f33dbc" class="cmp-container"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> <div class="header aem-GridColumn aem-GridColumn--default--12"> <header class="Header Header--background-blur-off Header--gradient" data-cmp-is="header" data-visible="Members" data-megamenu="closed" data-hamburger="closed" data-search="closed" data-select="closed" data-hideup="0"> <div data-cmp-hook-header="container"> <div class="Header__Top_Wrapper"> <div class="Header__Top_Container"> <div class="wrapper"> <div class="Header__Top"> <div class="Header__MenuSelect"> <button title="Customer" class="Header__MenuSelectButton" data-cmp-hook-header="selectOpen"> <span>Customer</span> <i class="iconfont-chevron-down" aria-hidden="true"></i> </button> </div> <nav class="Header__SecondaryMenu" aria-label="Secondary"> <ul class="Header__SecondaryMenuList"> <li class="Header__SecondaryMenuItem"> <a class="Header__SecondaryMenuLink" href="/content/cfs-winged/au/en/about-us.html">About us</a> </li> <li class="Header__SecondaryMenuItem"> <a class="Header__SecondaryMenuLink" href="/content/cfs-winged/au/en/about-us/contact-us/contact-details.html">Contact us</a> </li> </ul> </nav> </div> </div> </div> <div class="Header__MenuSelectList_Container"> <div class="wrapper"> <div class="Header__MenuSelectList"> <button class="Header__MenuSelectListClear"> <span class="visually-hidden">Close search</span> <svg width="24" height="25" viewBox="0 0 24 25" fill="none"> <path d="M6 18.7031L18 6.70312" stroke="black" stroke-linecap="round"/> <path d="M6 6.70312L18 18.7031" stroke="black" stroke-linecap="round"/> </svg> </button> <ul> <li> <a data-cmp-hook-header="selectOption" href="/content/cfs-winged/au/en/personal.html"> <span class="Header__SecondaryMenuLabel">Customer</span> <span class="Header__SecondaryMenuDescription">I invest or want to invest with CFS</span> </a> </li> <li> <a data-cmp-hook-header="selectOption" href="/content/cfs-winged/au/en/adviser.html"> <span class="Header__SecondaryMenuLabel">Adviser</span> <span class="Header__SecondaryMenuDescription">I invest on behalf of my clients</span> </a> </li> <li> <a data-cmp-hook-header="selectOption" href="/content/cfs-winged/au/en/employer.html"> <span class="Header__SecondaryMenuLabel">Employer</span> <span class="Header__SecondaryMenuDescription">I invest on behalf of my employees</span> </a> </li> </ul> </div> </div> </div> </div> <div class="Nav__container"> <div class="wrapper"> <div class="Header__Bar"> <div class="Header__Logo"> <a href="/"> <img src="/content/dam/cfs-winged/images/CFS-logo.svg" alt="Colonial First State"/> </a> </div> <button class="Header__HamburgerOpen" aria-label="Open navigation" data-cmp-hook-header="hamburger"> <span class="Header__HamburgerLine"></span> <span class="Header__HamburgerLine"></span> <span class="Header__HamburgerLine"></span> </button> <nav class="Header__PrimaryMenu" aria-label="Primary"> <ul class="Header__PrimaryMenuList Header__PrimaryMenuList--Members"> <li class="Header__PrimaryMenuItem" data-cmp-hook-header="megamenuItem" data-active="false" data-has-children="true"> <div class="Header__PrimaryMenuButton"> <button x-cq-linkchecker="valid" data-cmp-hook-header="megamenuOpen" data-target-id="Super"> <span>Super</span> <i class="iconfont-chevron-down" aria-hidden="true"></i> </button> </div> <div class="Header__Drawer"> <div class="Header__DrawerContainer"> <div class="aem-Grid aem-Grid--xs--12"> <div class="aem-GridColumn aem-GridColumn--offset--xs--0 aem-GridColumn--xs--12"> <div class="Header__DrawerWrapper"> <div class="aem-Grid aem-Grid--xs--12"> </div> <div class="Header__DrawerMenuContainer Header__DrawerMenuContainer--row"> <nav class="Header__DrawerMenu" aria-label="CFS Super"> <a class="Header__DrawerMenuHeading" href="/content/cfs-winged/au/en/personal/super/why-choose-cfs-for-super.html">CFS Super</a> <ul class="Header__DrawerMenuList"> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/personal/super/low-admin-fees.html">Low fees</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/fees-and-performance.html">Compare CFS</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/super.html">Personal 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href="/content/cfs-winged/au/en/super/early-access-to-super.html">Early access to super</a> </li> </ul> </nav> <nav class="Header__DrawerMenu" aria-label="Help"> <a class="Header__DrawerMenuHeading" href="/content/cfs-winged/au/en/about-us/contact-us.html">Help</a> <ul class="Header__DrawerMenuList"> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/about-us.html#fund-details">USI ABN</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/personal/investment/start-investing/make-a-contribution.html">Make a contribution</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/personal/resources/find-a-form/find-a-form.html">Forms</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/personal/resources/faqs/superannuation.html">Super FAQs</a> </li> <li 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data-target-id="-Manage super" href="/content/cfs-winged/au/en/super/manage-your-super.html" class="Header__SubMenuHeading"> <span>Manage super</span>  </a> </li>  <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/super/super-contributions.html"> <span>Types of contributions</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/super/first-home-super-saver.html"> <span>First home super saver</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/super/consolidate-your-super.html"> <span>Consolidate super</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/personal/resources/faqs/superannuation/taking-your-super-to-new-job.html"> <span>Notify employer</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/personal/super/insurance/insurance-in-super.html"> <span>Insurance in super</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/super/early-access-to-super.html"> <span>Early access to super</span> </a> </li> <li class="Header__SubMenuItem" data-level="1" data-has-children="true"> <a data-cmp-hook-header="mobileMenuItem" data-target-id="-Help" href="/content/cfs-winged/au/en/about-us/contact-us.html" class="Header__SubMenuHeading"> <span>Help</span>  </a> </li>  <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/about-us.html#fund-details"> <span>USI ABN</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/personal/investment/start-investing/make-a-contribution.html"> <span>Make a contribution</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/personal/resources/find-a-form/find-a-form.html"> <span>Forms</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/personal/resources/faqs/superannuation.html"> <span>Super FAQs</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/personal/tools-resources/tools-calculators.html"> <span>Calculators</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/personal/funds-and-performance.html"> <span>Funds and Performance</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="https://cfs.findadviser.com.au/home.html"> <span>Find an Adviser</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/personal/tools-resources/market-insights-news.html"> <span>News and insights</span> </a> </li>  </ul> </div>     </div> </li> <li class="Header__PrimaryMenuItem" data-cmp-hook-header="megamenuItem" data-active="false" data-has-children="true"> <div class="Header__PrimaryMenuButton"> <button x-cq-linkchecker="valid" data-cmp-hook-header="megamenuOpen" data-target-id="Investments"> <span>Investments</span> <i class="iconfont-chevron-down" aria-hidden="true"></i> </button> </div> <div class="Header__Drawer"> <div class="Header__DrawerContainer"> <div class="aem-Grid aem-Grid--xs--12"> <div class="aem-GridColumn aem-GridColumn--offset--xs--0 aem-GridColumn--xs--12"> <div class="Header__DrawerWrapper"> <div class="aem-Grid aem-Grid--xs--12"> </div> <div class="Header__DrawerMenuContainer Header__DrawerMenuContainer--row"> <nav class="Header__DrawerMenu" aria-label="How we invest"> <a class="Header__DrawerMenuHeading" href="/content/cfs-winged/au/en/personal/investment/types-of-investments/investment-choice.html">How we invest</a> <ul class="Header__DrawerMenuList"> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/about-us/responsible-investing.html">Responsible investing</a> </li> </ul> </nav> <nav class="Header__DrawerMenu" aria-label="Invest with CFS"> <a class="Header__DrawerMenuHeading" href="/content/cfs-winged/au/en/personal/investment/cfs-investment-funds-returns-and-performance-compared.html">Invest with CFS</a> <ul class="Header__DrawerMenuList"> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/personal/funds-and-performance.html">Funds and Performance</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/personal/investment/types-of-investments/investment-choice.html">Choosing the right option</a> </li> </ul> </nav> <nav class="Header__DrawerMenu" aria-label="CFS Choice"> <a class="Header__DrawerMenuHeading" href="/content/cfs-winged/au/en/personal/products/investments/investments.html">CFS Choice</a> <ul class="Header__DrawerMenuList"> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/thrive-plus.html">Thrive+ sustainable growth </a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/personal/campaigns/firstrate-cash-fund.html">FirstRate cash</a> </li> </ul> </nav> <nav class="Header__DrawerMenu" aria-label="Help"> <a class="Header__DrawerMenuHeading" href="/content/cfs-winged/au/en/about-us/contact-us.html">Help</a> <ul class="Header__DrawerMenuList"> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/personal/tools-resources/investing-made-simple.html">Investing made simple</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/personal/investment/start-investing/make-a-contribution.html#investment-managed">Make a contribution</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/personal/resources/find-a-form/find-a-form.html">Forms</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/personal/resources/faqs/investments.html">Investment FAQs</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/personal/tools-resources/tools-calculators.html">Calculators</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="https://cfs.findadviser.com.au/home.html">Find an Adviser</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/personal/tools-resources/market-insights-news.html">News and insights</a> </li> </ul> </nav> </div> 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Member","value":"electronic-signatures-accepted-member"},{"label":"Electronic Signatures Accepted - Adviser","value":"electronic-signatures-accepted-adviser"},null,null,{"label":"Transactions","value":"transactions"}],"productType":[{"label":"Superannuation","value":"superannuation"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/5/8/fs5887.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Life events cover","itemDescription":"<p>Increase your cover under a life event option.</p>\n","formCategories":[{"label":"Electronic Signatures Accepted - Member","value":"electronic-signatures-accepted-member"},{"label":"Electronic Signatures Accepted - Adviser","value":"electronic-signatures-accepted-adviser"},null,{"label":"Insurance","value":"insurance"}],"productType":[{"label":"Superannuation","value":"superannuation"}],"formType":"multiple","contactHeading":null,"contactDetails":null,"formFile":null,"pickerHeading":"Select a product","formFileRepeater":[{"formName":"FirstChoice Wholesale Personal Super","formLink":"/content/dam/prospects/fs/5/1/fs5164.pdf"},{"formName":"FirstChoice Employer Super","formLink":"/content/dam/prospects/fs/5/1/fs5159.pdf"}],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"New Authorised Representative form","itemDescription":"<p>Use this form to add a new authorised representative</p>\n","formCategories":[null,{"label":"Authority","value":"authority"}],"productType":[{"label":"Pension","value":"pension"},{"label":"Superannuation","value":"superannuation"},{"label":"CFS Edge","value":"cfs-edge"},{"label":"FirstWrap","value":"firstwrap"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/8/0/fs8044.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"New Licensee form","itemDescription":"<p>Use this form to add a new licensee</p>\n","formCategories":[null,{"label":"Adviser Licensee","value":"adviser-licensee"}],"productType":[{"label":"Pension","value":"pension"},{"label":"Superannuation","value":"superannuation"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/4/8/fs4820.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Non-lapsing Death Benefit Nomination","itemDescription":"<p>Establish a non-lapsing death benefit nomination.</p>\n","formCategories":[null,null,null,{"label":"Account Maintenance ","value":"account-maintenance"}],"productType":[{"label":"Superannuation","value":"superannuation"},{"label":"Pension","value":"pension"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/4/7/fs4700.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Notice of intent to claim a tax deduction","itemDescription":"<p>Use this form if you wish to claim a tax deduction for a personal contribution.</p>\n","formCategories":[{"label":"Electronic Signatures Accepted - 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Adviser","value":"electronic-signatures-accepted-adviser"},{"label":"Adviser Licensee","value":"adviser-licensee"}],"productType":[],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/7/5/fs7576.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Ongoing Adviser Service Fee Consent form","itemDescription":"<p>Consent to an ongoing adviser service fee to be deducted from your account.</p>\n","formCategories":[{"label":"Adviser Licensee","value":"adviser-licensee"}],"productType":[],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/7/4/fs7485.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Portfolio management fee rebate","itemDescription":"<p>Nominate an account to include in your portfolio or to nominate/change the investment option to which your rebate will be credited.</p>\n","formCategories":[null,{"label":"Other","value":"other"}],"productType":[],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/1/0/fs1019.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Portfolio rebate","itemDescription":"<p>Nominate an account to include in your portfolio or to nominate/change the investment option to which your rebate will be credited.</p>\n","formCategories":[null,{"label":"Other","value":"other"}],"productType":[{"label":"Superannuation","value":"superannuation"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/1/0/fs1019.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Power of Attorney/Guardianship order identification","itemDescription":"<p>Provide further details of the attorney or guardian you have appointed to act on your behalf and establish their identity for the purposes of Anti-Money Laundering laws.</p>\n","formCategories":[null,null,null,{"label":"Authority","value":"authority"}],"productType":[{"label":"Investments","value":"investments"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/6/8/fs6817.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Reduce or Cancel Insurance Cover FirstChoice Employer Super","itemDescription":"<p>Use this form to reduce or cancel the insurance cover held in FirstChoice Employer Super</p>\n","formCategories":[null,{"label":"Insurance","value":"insurance"}],"productType":[{"label":"Superannuation","value":"superannuation"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/7/5/fs7517.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Reduce or Cancel Insurance Cover FirstChoice Wholesale Personal Super","itemDescription":"<p>Use this form to reduce or cancel the insurance cover held in FirstChoice Personal Super or FirstChoice Wholesale Personal Super</p>\n","formCategories":[null,{"label":"Insurance","value":"insurance"}],"productType":[{"label":"Superannuation","value":"superannuation"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/7/5/fs7516.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Regular withdrawal","itemDescription":"<p>Setup or change a regular withdrawal plan. With this form, you’ll need to include proof of identity.</p>\n","formCategories":[{"label":"Electronic Signatures Accepted - Member","value":"electronic-signatures-accepted-member"},{"label":"Electronic Signatures Accepted - Adviser","value":"electronic-signatures-accepted-adviser"},null,null,{"label":"Transactions","value":"transactions"}],"productType":[{"label":"Investments","value":"investments"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/5/5/fs552.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Reinstatement of Insurance Cover","itemDescription":"<p>Use this form to reinstate your insurance cover if your insurance cover was required to be cancelled because we didn’t receive a contribution or rollover to your super account for a continuous period of 16 months.</p>\n","formCategories":[{"label":"Electronic Signatures Accepted - Member","value":"electronic-signatures-accepted-member"},{"label":"Electronic Signatures Accepted - Adviser","value":"electronic-signatures-accepted-adviser"},{"label":"Insurance","value":"insurance"}],"productType":[{"label":"Superannuation","value":"superannuation"}],"formType":"multiple","contactHeading":null,"contactDetails":null,"formFile":null,"pickerHeading":"Select a product","formFileRepeater":[{"formName":"FirstChoice Wholesale Personal Super","formLink":"/content/dam/prospects/fs/7/1/fs7179.pdf"},{"formName":"FirstChoice Employer Super","formLink":"/content/dam/prospects/fs/7/1/fs7178.pdf"}],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Reinstatement of insurance cover due to change of category or employer plan insurance redesign","itemDescription":"<p>Use this form to reinstate cover if your FirstChoice Employer Super insurance cover was cancelled or reduced as a result of a change of category or an employer plan insurance redesign.</p>\n","formCategories":[null,{"label":"Insurance","value":"insurance"}],"productType":[],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/7/7/fs7746.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Retained Benefit Adviser De-link/Link form","itemDescription":"<p>To add or remove plan adviser servicing rights on a retained benefits category.</p>\n","formCategories":[null,{"label":"Adviser Licensee","value":"adviser-licensee"}],"productType":[],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/4/7/fs4789.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Reversionary beneficiary form","itemDescription":"<p>Nominate, replace or remove a reversionary beneficiary on your existing pension account.</p>\n","formCategories":[null,null,{"label":"Account Maintenance ","value":"account-maintenance"}],"productType":[{"label":"Pension","value":"pension"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/6/0/fs6043.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"SMSF Data Feed Authority form","itemDescription":"<p>Use this for to activate data feeds for your SMSF account</p>\n","formCategories":[{"label":"Electronic Signatures Accepted - Member","value":"electronic-signatures-accepted-member"},{"label":"Electronic Signatures Accepted - Adviser","value":"electronic-signatures-accepted-adviser"},null,null,null,{"label":"Authority","value":"authority"}],"productType":[{"label":"Investments","value":"investments"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/6/8/fs6877.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Spouse application","itemDescription":"<p>Make an application for your spouse.</p>\n","formCategories":[{"label":"Electronic Signatures Accepted - Member","value":"electronic-signatures-accepted-member"},{"label":"Electronic Signatures Accepted - Adviser","value":"electronic-signatures-accepted-adviser"},null,null,{"label":"Account Maintenance ","value":"account-maintenance"}],"productType":[{"label":"Superannuation","value":"superannuation"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/5/1/fs5175.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Spouse contribution splitting","itemDescription":"<p>Split your contributions made during a financial year to your spouse’s superannuation account.</p>\n","formCategories":[null,null,{"label":"Transactions","value":"transactions"}],"productType":[{"label":"Superannuation","value":"superannuation"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/2/4/fs2419.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Super Choice – Fund Nomination form","itemDescription":"<p>Use this form to instruct your employer to pay your superannuation into your Colonial First State account.</p>\n","formCategories":[null,null,{"label":"For your Employer","value":"for-your-employer"}],"productType":[{"label":"Superannuation","value":"superannuation"}],"formType":"multiple","contactHeading":null,"contactDetails":null,"formFile":null,"pickerHeading":"Select a product","formFileRepeater":[{"formName":"FirstChoice Wholesale Personal Super","formLink":"/content/dam/prospects/fs/6/0/fs6053.pdf"},{"formName":"FirstChoice Employer Super","formLink":"/content/dam/prospects/fs/6/0/fs6059.pdf"}],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Switch","itemDescription":"<p>Switch funds between your existing account.</p>\n","formCategories":[{"label":"Electronic Signatures Accepted - Member","value":"electronic-signatures-accepted-member"},{"label":"Electronic Signatures Accepted - Adviser","value":"electronic-signatures-accepted-adviser"},null,{"label":"Transactions","value":"transactions"}],"productType":[{"label":"Pension","value":"pension"},{"label":"Superannuation","value":"superannuation"},{"label":"Investments","value":"investments"}],"formType":"multiple","contactHeading":null,"contactDetails":null,"formFile":null,"pickerHeading":"Select a product","formFileRepeater":[{"formName":"FirstChoice Wholesale Personal Super","formLink":"/content/dam/prospects/fs/1/6/fs1600.pdf"},{"formName":"FirstChoice Wholesale Pension","formLink":"/content/dam/prospects/fs/1/6/fs1606.pdf"},{"formName":"FirstChoice Investments","formLink":"/content/dam/prospects/fs/8/5/fs853.pdf"},{"formName":"FirstChoice Wholesale Investments","formLink":"/content/dam/prospects/fs/1/5/fs1592.pdf"},{"formName":"Managed Investment Funds","formLink":"/content/dam/prospects/fs/5/5/fs551.pdf"},{"formName":"Employer Super","formLink":"/content/dam/prospects/fs/5/8/fs5887.pdf"}],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Temporary resident brochure","itemDescription":"<p>This brochure should be used by investors who have entered Australia on an eligible temporary resident visa and are now wishing to make a withdrawal.</p>\n","formCategories":[null,{"label":"Other","value":"other"}],"productType":[{"label":"Superannuation","value":"superannuation"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/9/6/fs962.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Tax File Number (TFN) Declaration","itemDescription":"<p>Provide your details to allow us to calculate how much tax to deduct from your pension payments. Please note: If you are over 60, you do not need to complete this form.</p>\n","formCategories":[{"label":"Electronic Signatures Accepted - Member","value":"electronic-signatures-accepted-member"},{"label":"Electronic Signatures Accepted - Adviser","value":"electronic-signatures-accepted-adviser"},null,null,null,{"label":"Identification","value":"identification"}],"productType":[{"label":"Pension","value":"pension"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/4/8/fs4863.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Transfer and acceptance of units","itemDescription":"<p>Transfer units to another party.</p>\n","formCategories":[null,{"label":"Transactions","value":"transactions"}],"productType":[{"label":"Investments","value":"investments"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/4/2/fs4204.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Transfer of insurance cover (from a Colonial First State/ Commonwealth Bank policy only)","itemDescription":"<p>Help you consolidate your insurance. If you hold an existing insurance policy with another superannuation account, our insurer may agree to waive underwriting requirements to provide the same amount of cover under your FirstChoice Personal Super account.</p>\n","formCategories":[{"label":"Electronic Signatures Accepted - Member","value":"electronic-signatures-accepted-member"},{"label":"Electronic Signatures Accepted - Adviser","value":"electronic-signatures-accepted-adviser"},{"label":"Insurance","value":"insurance"}],"productType":[{"label":"Superannuation","value":"superannuation"}],"formType":"multiple","contactHeading":null,"contactDetails":null,"formFile":null,"pickerHeading":"Select a product","formFileRepeater":[{"formName":"FirstChoice Wholesale Personal Super","formLink":"/content/dam/prospects/fs/3/4/fs3469.pdf"},{"formName":"FirstChoice Employer Super","formLink":"/content/dam/prospects/fs/3/4/fs3472.pdf"}],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Transfer of insurance cover","itemDescription":"<p>Help you consolidate your insurance. If you hold an existing insurance policy with another superannuation account, our insurer may agree to waive underwriting requirements to provide the same amount of cover under your FirstChoice Personal Super account.</p>\n","formCategories":[{"label":"Electronic Signatures Accepted - Member","value":"electronic-signatures-accepted-member"},{"label":"Electronic Signatures Accepted - Adviser","value":"electronic-signatures-accepted-adviser"},null,{"label":"Insurance","value":"insurance"}],"productType":[{"label":"Superannuation","value":"superannuation"}],"formType":"multiple","contactHeading":null,"contactDetails":null,"formFile":null,"pickerHeading":"Select a product","formFileRepeater":[{"formName":"FirstChoice Wholesale Personal Super","formLink":"/content/dam/prospects/fs/3/4/fs3468.pdf"},{"formName":"FirstChoice Employer Super","formLink":"/content/dam/prospects/fs/3/4/fs3473.pdf"}],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Transfers to KiwiSaver accounts","itemDescription":"<p>Use this form if you have emigrated permanently to New Zealand and wish to transfer your superannuation balance to a KiwiSaver account.</p>\n","formCategories":[null,{"label":"Early Release of Super","value":"early-release-of-super"}],"productType":[{"label":"Superannuation","value":"superannuation"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/5/5/fs5577.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Upward variation agreement form","itemDescription":"<p>Update the amount of tax withheld from your pension payments.</p>\n","formCategories":[{"label":"Electronic Signatures Accepted - Member","value":"electronic-signatures-accepted-member"},{"label":"Electronic Signatures Accepted - Adviser","value":"electronic-signatures-accepted-adviser"},null,{"label":"Other","value":"other"}],"productType":[],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/6/3/fs6334.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Withdrawal - Investment products","itemDescription":"<p>Withdraw funds from your existing account (pension and investment products only). With this form, you’ll need to include proof of identity.</p>\n","formCategories":[{"label":"Electronic Signatures Accepted - Member","value":"electronic-signatures-accepted-member"},{"label":"Electronic Signatures Accepted - Adviser","value":"electronic-signatures-accepted-adviser"},null,{"label":"Transactions","value":"transactions"}],"productType":[{"label":"Superannuation","value":"superannuation"},{"label":"Investments","value":"investments"}],"formType":"multiple","contactHeading":null,"contactDetails":null,"formFile":null,"pickerHeading":"Select a product","formFileRepeater":[{"formName":"FirstChoice Investments","formLink":"/content/dam/prospects/fs/8/5/fs854.pdf"},{"formName":"FirstChoice Wholesale Investments","formLink":"/content/dam/prospects/fs/1/5/fs1593.pdf"},{"formName":"Managed Investment Funds","formLink":"/content/dam/prospects/fs/5/5/fs553.pdf"},{"formName":"Wholesale Mezzanine Investments","formLink":"/content/dam/prospects/fs/4/5/fs4522.pdf"}],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Withdrawal - Pension products","itemDescription":"<p>Withdraw funds from your existing account (pension and investment products only). With this form, you’ll need to include proof of identity.</p>\n","formCategories":[{"label":"Electronic Signatures Accepted - Member","value":"electronic-signatures-accepted-member"},{"label":"Electronic Signatures Accepted - Adviser","value":"electronic-signatures-accepted-adviser"},null,{"label":"Transactions","value":"transactions"}],"productType":[{"label":"Superannuation","value":"superannuation"},{"label":"Pension","value":"pension"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/fs/1/6/fs1607.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Withdrawal (superannuation)","itemDescription":"<p>Withdraw funds from your existing superannuation account.</p>\n","formCategories":[{"label":"Electronic Signatures Accepted - Member","value":"electronic-signatures-accepted-member"},{"label":"Electronic Signatures Accepted - Adviser","value":"electronic-signatures-accepted-adviser"},{"label":"Transactions","value":"transactions"}],"productType":[],"formType":"contact","contactHeading":null,"contactDetails":"<p>For help with withdrawing your super, contact us on 13 13 36 (select option 2, then option 1), 8am - 7pm, Mon - Fri (Sydney time).</p>\n","formFile":null,"pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null},{"itemName":"Notice of re-contribution of COVID-19 early release amounts","itemDescription":"<p>Use this form to notify your super fund of re-contribution of COVID-19 early release superannuation amounts.</p>\n","formCategories":[{"label":"Other","value":"other"}],"productType":[{"label":"Superannuation","value":"superannuation"}],"formType":"single","contactHeading":null,"contactDetails":null,"formFile":"/content/dam/prospects/n/o/t/notice-of-re-contribution-of-covid-19.pdf","pickerHeading":"Select a product","formFileRepeater":[],"downloadCtaText":"View PDF","showDocumentIcon":true,"showHelp":false,"helpHeading":"Unsure which product to select?","helpText":null}]} </script> </div> </div> </div> </div> <div class="experiencefragment aem-GridColumn aem-GridColumn--default--12"> <div id="experiencefragment-4f72edf3a9" class="cmp-experiencefragment cmp-experiencefragment--member"> <div id="container-c2f008b0e2" class="cmp-container"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> <div class="container responsivegrid aem-GridColumn aem-GridColumn--default--12"> <div data-cmp-is="container" id="container-809497cbac" data-overlap-top="0" data-overlap-bottom="0" class=" container container--padding-top-lg container--padding-bottom-lg container--padding-right-none container--padding-left-none container--row-spacing-none container--gridGutters-on container--mobile-order-0 background--grey-4 "> <div class="margin"> <div class="wrapper"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> <div class="title aem-GridColumn aem-GridColumn--default--12"> <div id="title-660a1a3dfa" class="cmp-title"> <h2 class="cmp-title__text text--center colour-- h2">Unleash in ways you never thought possible</h2> </div> </div> <div class="spacer aem-GridColumn aem-GridColumn--default--12"> <div data-cmp-is="spacer" style=" --custom-xs: 0px; 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