AGEST -

Member forms

Nearly all of AGEST's member forms are available for download from this webpage and have been grouped under the shortcut headings listed below.

You can click on the shortcuts below to take you to the relevant area on this page or you can scroll through the page to find what you are looking for.

Most documents contain the relevant form and additional explanatory information.

• Forms to Join AGEST
• Forms for Making Contributions
• Forms for Super Choice
• Forms for Making an Investment Choice
• Forms for Updating your Account Details
• Forms for Insurance in AGEST
• Forms for Withdrawing or Transferring from AGEST
• Other Forms

Forms to Join AGEST 

Document	Download	Description
Member application		A paper-based member application to join AGEST Super.
Online member application		It's quick and easy to join AGEST Super online.
Pension application form		This form covers both the allocated pension and transition to retirement pension. It also includes the TFN declaration form.

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Forms for Making Contributions 

Document	Download	Description
Member direct debit application		A form to set-up a regular direct debit personal contribution to AGEST Super.
Transfer your super form		Combine all your other super into your AGEST Super account and save on multiple fees.
Voluntary contributions form		You should send this form to AGEST Super with your cheque when making a personal or spouse contribution.

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Forms for Super Choice 

Document	Download	Description
Choosing AGEST Super		Use this form if you want your employer to send contributions for you to AGEST Super.
AGEST compliance letter		Important information about AGEST Super for employers and members.

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Forms for Making an Investment Choice 

Document	Download	Description
Investment choice online		You can make an investment choice quickly and securely by accessing your account online.
Investment choice application		Form to make an investment choice in AGEST Super.

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Forms for Updating your Account Details 

Document	Download	Description
Binding death benefit nomination form		Form to nominate a binding beneficiary or beneficiaries.
Change of details form		Use this form to advise your tax file number; cancel a direct debit arrangement with AGEST Super; advise changes or corrections to your contact details, name, date of birth, eligible service date or preferred beneficiaries.

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Forms for Insurance in AGEST 

Document	Download	Description
Insurance cover reduction form		Form to request that your current level of AGEST Super insurance cover be reduced.

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Forms for Withdrawing or Transferring from AGEST 

Document	Download	Description
A guide to claiming a death benefit		Contains important information about claiming a death benefit and an application form.
Benefit application (Allocated Pension)		Allocated pensioners can use this form to withdraw or rollover a lump sum from their allocated pension account.
Benefit application (cash withdrawal)		Use this form to withdraw a lump sum from your account for payment directly to you.
Benefit application (compassionate)		For members who wish to access some or all of their AGEST Super benefit on compassionate grounds.
Benefit application (hardship)		For members who wish to apply to access their AGEST Super benefit on financial hardship grounds.
Benefit application (rollover)		Use this form to rollover a lump sum to another super fund.
Benefit application (temporary residents)		Please note: This document has been replaced with a link to the Australian Taxation Office (ATO) website. The ATO have an online form for members who entered Australia on certain types of temporary residents visas and have now left Australia, and wish to claim the superannuation they accumulated in AGEST Super whilst in Australia.
Certificate of Incapacity		To be completed and sent to AGEST Super along with the 'Benefit Application' form if you are claiming a benefit because you have permanently retired early due to disablement or invalidity. If you have insurance cover in AGEST Super and wish to lodge a claim on it, you will also need to complete our insurer's claim forms.  Contact us on 1300 724 378 for a copy of the relevant form.

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Other Forms 

Document	Download	Description
AGEST Super contribution splitting application		A form to request a split of eligible contributions from your own super account into your spouse's super account.
Claiming a tax deduction for personal super contributions		Form to request that some or all of your personal contributions be treated as taxable contributions by AGEST Super.
Family Law Guide		Form to access certain information about the superannuation account of your partner in accordance with Family Law legislation.

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