Member forms
Last Updated : 05 Jan 2009
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Nearly all of AGEST's member forms are available for download from this webpage.

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

  • Binding death benefit nomination form

    Form to nominate a binding beneficiary or beneficiaries.

  • Change of details form

    Use this form to update various account details, including: your tax file number; direct debit arrangements; changes or corrections to your contact details, name, date of birth, eligible service date or preferred beneficiaries and pension payments.

Forms for Insurance in AGEST

Forms for Withdrawing or Transferring from AGEST

  • Proving your identity guide

    This guide provides information about AGEST's proof of identity requirements.

  • Benefit application (pension)

    Pensioners can use this form to withdraw or rollover a lump sum from their 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.

  • Death Benefit Notification form

    Use this form to notify AGEST of the death of a member. 

    Your notification will allow AGEST to commence the appropriate claim process.

Other Forms

 


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This website, and documents linked to it, provides information of a general nature. It has been prepared without taking into account your particular needs, circumstances and objectives. You should assess your own financial situation and read our combined Product Disclosure Statement and Financial Services Guide before making an investment decision. The Trustee of AGEST (Australian Government Employees Superannuation Trust) is AGEST Super Pty Ltd, ABN 44 007 390 392, SPIN AGE0101AU and AFSL 233707, RSE Licence L0000383, RSE Registration R1001556.