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
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It's quick and easy to join AGEST Super online.
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A paper-based member application to join AGEST Super.
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This application is for our standard and non-commutable pensions. It also includes a TFN declaration form.
Forms for Making Contributions
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A guide to this great Government initiative. The brochure also includes a contribution form.
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A form to set-up a regular direct debit personal contribution to AGEST Super.
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Combine all your other super into your AGEST Super account and save on multiple fees.
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You should send this form to AGEST Super with your cheque when making a personal or spouse contribution.
Forms for Super Choice
Forms for Making an Investment Choice
Forms for Updating your Account Details
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Form to nominate a third party to make enquires about your account.
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Form to nominate a binding beneficiary or beneficiaries.
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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
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Form to apply for extra cover in the first 60 days of automatic cover commencing without evidence of health.
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Form to apply for insurance cover in AGEST Super.
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Use this form to apply for additional cover after a 'Life event'.
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Use this form to apply to transfer other insurance cover you have into AGEST.
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Form to request that your current level of AGEST Super insurance cover be reduced or changed without increasing cover.
Forms for Withdrawing or Transferring from AGEST
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Members can use this form to withdraw or rollover a lump sum from their pension or non-pension account.
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This guide provides information about AGEST's proof of identity requirements.
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For members who wish to access some or all of their AGEST Super benefit on compassionate grounds.
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For members who wish to apply to access their AGEST Super benefit on financial hardship grounds.
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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.
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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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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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A form to request a split of eligible contributions from your own super account into your spouse's super account.
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Form to request that some or all of your personal contributions be treated as taxable contributions by AGEST Super.
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Form to access certain information about the superannuation account of your partner in accordance with Family Law legislation.
Other Information
