First state super forms Please login to CBA’s NetBank to access details of your Essential Super account. Provide certified paper copies of your proof of identify documents (more information on page 5). Step 3: Send us your completed form and supporting documents Return your form and documents to us online or via post: 1 Email a scanned copy to SPDEClaims@cfs. Client’s date of birth. Client’s occupation (If retired, state RETIRED) 2. This form is not advice. form in the presence of two witnesses who are both at least age 18 and are not nominated by you as a beneficiary on the form. If you have an existing Colonial First State super account, don’t forget to include your account number on the form. For your validly completed non-lapsing death benefit nomination to be effective you must send and we must receive and consent . Investing with Colonial First State is easy. How do I apply to access my super due to severe financial hardship? You’ll need these when completing your application form. 238430, wholly owned by Aware Super. Member Services Team. prior to your death. Issued by Aware Super Pty Ltd ABN 11 118 202 672, AFSL 293340, the trustee of Aware Super ABN 53 226 460 365. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the Investor Directed Portfolio Service operator of ‘Avanteos Wrap Account Service’ which include CFS Edge Investments. Employer Services Team. Before making any decisions about First Super, you should read the relevant Product Disclosure Statement (PDS) and Target Market Determinations (TMD) to consider whether the product is right for you. Colonial First State Super account number. Non-Binding Beneficiary Nomination. Binding Beneficiary Nomination 2. Choose the form you need. different payment options available if the account was Super, Pension or IDPS. There are two ways to tell First Super who you want to receive your super benefit, including any insurance payable, when you die. Client’s given name(s) Client’s surname. You must have already notified the trustee of your super fund and received an acknowledgement from the trustee before applying for a pension. Choose from a wide range of investment products for your superannuation, retirement or investment needs…and save on the paperwork. Cyber security We are aware several super funds have been impacted by cyber-attacks. . Investment, superannuation and retirement forms for Colonial First State products. First Super forms to update your investment choices, make extra contributions, salary sacrifice, nominate your beneficiaries and more. 1. B. Cheques issued are notbank cheques. com. Colonial First State GPO Box 3956 Sydney NSW 2001 Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. WITHDRAWAL INSTRUCTIONS WITHDRAWAL AMOUNT. Find the forms and tools needed to many your super, including PDS, forms, TMD, guides, booklets and factsheers. The DASP online application system – for both super fund and ATO-held super; and; Paper forms, but you need to use the right form for super money held by a super fund, use Application for a departing Australia superannuation payment form; for ATO-held super, use Application for payment of ATO-held superannuation money SSS Form 532 - Election to receive SSS pension in a form complying with Commonwealth Superannuation Standards Download STC Form 224 - Application for early release of a benefit on grounds of severe financial hardship Aware Super financial planning services are provided by Aware Financial Services Australia Limited, ABN 86 003 742 756, AFSL No. Unless otherwise indicated, the amount shown should be NET of tax and withdrawal adjustments. Call 1300 943 171 " *" indicates required fields Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 . Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible Jan 1, 2025 ยท This page includes First Super's Product Disclosure Statement (PDS) for super and pension, Employer guide, Annual reports, Financial reports and AMM minutes. USE BLUE OR BLACK PEN AND CAPITAL LETTERS. and issuer of FirstChoice range of super and pension products. to your validly completed non-lapsing death benefit nomination . To help you decide what type of beneficiary nomination is better for you, read First Super’s Nominating Complete this form and hand to your employer to ensure your super contributions are made into your Colonial First State account. Acknowledgement of Country personal super contributions form, available in the forms library at cfs. 28792/FS8045/1023 SAVE FORM PRINT FORM THIS IS AN FirstChoice Employer Super Use this form to; Accumulation Re-Contribution Strategy Matrix: Matrix to understand which forms to use with a Re-Contribution strategy: All Superannuation and Retirement Products. 26 458 298 557 and issuer of the FirstChoice range of super and pension products. dd/mm/yyyy. Are you retired? Set up a flexible and tax-free income stream with our simple and easy digital application. Complete this section only if making a third party payment. For clients making This Essential Super account cannot be accessed through this login page. Credit my Colonial First State Premier CMT, Colonial First State Cash Management Trust, Australian Bank, building society or credit union shown in section 5’ Cheque Mail a cheque to my address Cheque Mail a cheque to the address shown in section 6 N. Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN . Call 1300 360 988. We would like to show you a description here but the site won’t allow us. Fill in the withdrawal or redemption form. nnnnnnnnn. au/forms or from the ATO. au 2 Send via reply paid post: Colonial First State Reply Paid 27 Sydney NSW 2001 PART A – DETAILS ABOUT THE DECEASED MEMBER We would like to show you a description here but the site won’t allow us. You will not be able to lodge this request once you have commenced a pension. Please enter your Member ID or OIN Are you retired? Set up a flexible and tax-free income stream with our simple and easy digital application. Forms can be returned via email, FirstNet or post. You’re required to complete the financial hardship application from page 6. This form can be used to withdraw some or all of the units in your fund, as a rollover to another super fund, or to be withdrawn as cash – please note you must leave a minimum account balance of $1,500 if you are making a partial withdrawal. Don’t forget to request that funds be payable to: Colonial First State Rollover & Superannuation Fund [your name], Colonial First State – FirstChoice Personal Super [your name We would like to show you a description here but the site won’t allow us. Affected by Cyclone Alfred? We have First Super Coordinators available in NSW and QLD. vvk iecb toupmh sjbyuho ycpjpz pbvj ldnlo wmusjt kivouv ifzfqk psrdy ggo rjctxb elepbdc ejy