Forms and info sheets

Benefit Withdrawal Form B01
This form is for permanently retired or are over 65 to apply for a partial cash withdrawal. Please allow 3-7 business days to process your payment.

Binding Death Benefit Nomination Form M10
Use this form to make a binding death benefit nomination, or to amend or cancel an existing binding death benefit nomination.

Brighter Super compliance letter
Brighter Super compliance letter confirms that an employer and your employee would like to have contributions paid to their Brighter Super account or a superannuation fund and have received a request from a Brighter Super member to transfer all or part of their benefit with your fund to their Brighter Super account.

Choice Of Superannuation Fund Form M17
Use this form to ask your employer to contribute to your Brighter Super account.

Contribution Split Form B02
Use this form to advise Brighter Super to split your contributions with your partner.

Family Law Form 6 B09
This form is used by a member or the member's current, prospective or former spouse to request information about a member’s superannuation entitlement. If a request for information about a member’s superannuation is made, Brighter Super must provide the information in line with legislation and is not permitted to advise the member about the request.

Financial Hardship Application B06
This form is used by people who are able to access their superannuation savings under specific circumstances, once an applicate has satisfied certain conditions they may be able to access some of their super sooner.

Membership Application M01P
This Product Disclosure Statement (PDS) provides a summary of significant information for accumulation members of Brighter Super.

Notice Of Intent To Claim Or Vary A Deduction For Personal Super Contributions
Use this form to notify Brighter Super that you intend to claim (or vary) a tax deduction for a personal superannuation contribution and to provide the required information regarding the contribution/s.

Notice Of Re-contributions Of COVID-19 Early Release Amounts on the ATO website)
Use this form to notify Brighter Super that you want to re-contribute a COVID-19 early release amount back into your account.

Partner linking form M24
Use this form to link (or unlink) your partner’s eligible accounts for the purpose of reducing your administration fees if the linked accounts reach the administration fee cap.

Personal contributions
The quickest and easiest way to make a personal or spouse contribution is through BPAY. Log in to Member online to find out the biller code and the unique reference number for you or your spouse.

Tax File Number Form M22
If we don’t have your tax file number already, you can update your personal details quickly and easily in Member online. Alternatively, you can download, complete and email this form back to us.

Transfer To Brighter Super M03
Complete this form to transfer your super from another fund to Brighter Super. You will need to complete a separate form for each fund.

Transfer To A KiwiSaver Account B07
Use this form and statutory declaration to transfer your Brighter Super benefit to your KiwiSaver account.

Pension Application Form P01
The quickest and easiest way to open a Pension account is through Member Online. Alternatively, please download the Pension Product Disclosure Statement (PDS) and complete the form at the end of the document to open a Pension account or Transition to Retirement Pension account. If you would like more information or need help with your application, please contact us.

Pension Benefit Withdrawal Form P02
If you have permanently retired or are over 65 the quickest and easiest way to apply for a partial cash withdrawal is through Member Online. If you need any assistance withdrawing funds online please call us and we can walk you through the process.

Restart Your Pension Account P10
Complete and email this form back to us if you would like to close your current Pension account and start a new Pension account with additional funds.

Update Your Pension Account P04
The quickest and easiest way to update your Pension payment amount or frequency is through Member Online. Alternatively, please complete this form to update your payment details, bank account, or advise us that you have permanently retired and wish to convert your Transition to Retirement Pension to a Pension account.

Partner linking form M24
Use this form to link (or unlink) your partner’s eligible accounts for the purpose of reducing your administration fees if the linked accounts reach the administration fee cap.

Update Your Reversionary Beneficiary P11
A reversionary beneficiary nomination allows you to have your pension continue to be paid as a pension to your beneficiary (generally your spouse) upon your death.

Change Your Investment Options M09 - Accumulation Account
Complete this form to switch your existing balance and/or your future contributions to a different investment option(s) for your Accumulation account.

Change Your Investment Options P09 - Pension Account
Complete this form to switch your existing balance and/or your future contributions to a different investment option(s) for your pension account.

Asteron Traditional Capital Guaranteed Fund Continued Investment Form OM14
Use this form if you have an existing investment in the Asteron Traditional Capital Guaranteed Fund and want to continue this investment in your Brighter Super Corporate Offer account.

Application To Convert Or Fix Insurance Cover
ACFI - Local Government & Associated Industries

Application To Reduce Insurance Cover
ARI - Local Government & Associated Industries

Insurance Application
IA - Local Government & Associated Industries

Zurich Personal Statement

Consent For Zurich To Access Health Information
CAHI

Insurance Cancellation Form
IC - Local Government & Associated Industries

Insurance Cover Election Form
ICE - Local Government & Associated Industries

Insurance Transfer Application
ITA - Local Government & Associated Industries

Application To Increase Insurance Cover Due To A Life Event
LEA - Local Government & Associated Industries

Occupational Risk Rating Change Form
IOR- Local Government & Associated Industries

Application To Convert Or Fix Insurance Cover
ACFI - Energy Industry

Application To Reduce Insurance Cover
ARI - Energy Industry

Insurance Application
IA - Energy Industry

Zurich Personal Statement

Consent For Zurich To Access Health Information
CAHI

Insurance Cancellation Form
IC - Energy Industry

Insurance Cover Election Form
ICE - Energy Industry

Insurance Transfer Application
ITA - Energy Industry

Application To Increase Insurance Cover Due To A Life Event
LEA - Energy Industry

Occupational Risk Rating Change Form
IOR - Energy Industry

Application To Reduce Insurance Cover
ARI - Corporate Offer

Application To Reinstate Income Protection Cover
ARIP - Corporate Offer

Insurance Application
IA - Corporate Offer

Insurance Cancellation Form
IC - Corporate Offer

Insurance Cover Election Form
ICE - Corporate Offer

TAL Consent For Accessing Health Information
CAHI

Occupational Risk Rating Change Form
IOR - Corporate Offer

Appoint Or Change Your Adviser A04
Use this form if you want to appoint, change or remove your adviser, or you want your adviser to have limited transaction authority on your Brighter Super account/s.

Authority To Release Information MS01
Use this form to authorise us to provide information about your Brighter Super account/s or insurance claim to a third party you nominate. If you are a financial adviser wishing to add a Brighter Super member to your existing Adviser Online access, please complete the Appoint Or Change Your Adviser A04.

Appoint Or Change Your Adviser For Your Employer Plan A09
Use this form to appoint, change or remove the financial adviser for an employer plan.

Cancel Consent For An Advice Fee Deduction A10
Use this form to stop a personal advice fee being deducted from your account.

Change of details M05
Use this form to change your name or date of birth.