Associated Financial Adviser Forms and Resources

Statewide Super continually strives to provide exceptional service to our Financial Advisers.

To help make recommending Statewide Super products and services easy, we’ve brought together all the forms and resources you may need, so they’re right here at your fingertips.

Associated Financial Advisers

  • Forms and Resources
    PDF

    Superannuation application form (File size 439 KB)

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    Pension application form (File size 529 KB)

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    Additional default cover form (File size 330 KB)

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    AFA Portal User Guide (File size 969 KB)

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    Change of member details form (File size 295 KB)

    Use this form to update your details

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    Combine your super into Statewide Super form (File size 268 KB)

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    Making contributions form (File size 197 KB)

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    Contributions rate change form (File size 197 KB)

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    Member investment choice/switching form (File size 233 KB)

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    Reduce or cancel insurance form (File size 293 KB)

    Please use the this form if you want to reduce or cancel your insurance cover. 

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    Statewide Super incorporating MySuper and choice investments dated 7 September 2020 (File size 223 KB)

    The information in the documents listed below forms part of the Product Disclosure Statement. This is important information you should read before making a decision to invest in this product.

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    Third party authority form (File size 224 KB)

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    Adviser payment authority form (File size 240 KB)

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    Transfer of insurance form (File size 335 KB)

    If you are a member of Statewide Super, you may be eligible to transfer any existing Death, Total and Permanent Disablement (TPD) insurance or Income Protection (IP) insurance.

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    Insurance application and Personal Statement form (File size 208 KB)

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    Income Protection (IP) Claim form (File size 1.6 MB)

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    Total and Permanent Disablement (TPD) Claim form (File size 1.5 MB)

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    Death Benefit Claim form (File size 235 KB)

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    Terminal Illness Benefit form (File size 626 KB)

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    Application for Transfer of Funds (File size 303 KB)

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    Change of payment details (File size 403 KB)

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    Pension investment choice/switching and drawdown form (File size 401 KB)

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    Application to change Occupation Category (File size 248 KB)