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.
Digital signatures accepted - read more

Contribution Split Form B02
Use this form to advise Brighter Super to split your contributions with your partner.
Digital signatures accepted - read more

Family Law Form 6 B09
Digital signatures accepted - read more

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
Digital signatures accepted - read more

Notice Of Re-contributions Of COVID-19 Early Release Amounts (on the ATO website)
Digital signatures accepted - read more

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. This form will be available early 2025.

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.
Digital signatures accepted - read more

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.
Digital signatures accepted - read more

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.
Digital signatures accepted - read more

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.
Digital signatures accepted - read more

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. This form will be available early 2025.

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.
Digital signatures accepted - read more

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.
Digital signatures accepted - read more

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.
Digital signatures accepted - read more

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.
Digital signatures accepted - read more

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

Adviser Change Of AFS Licensee A13
If you are a financial adviser registered with Brighter Super, use this form to advise us if you have become the authorised representative of another AFS Licensee.
Digital signatures accepted - read more

Adviser Change Of Details A12
If you are a financial adviser registered with Brighter Super, use this form to advise us of a change in your details.
Digital signatures accepted - read more

Adviser Registration Form A03
If you are an AFS Licensee, use this form to register a new financial adviser with us.
Digital signatures accepted - read more

AFS Licensee Change Of Adviser A14
If you are an AFS Licensee, use this form to move clients between your financial advisers.
Digital signatures accepted - read more

AFS Licensee Change Of Details A11
If you are an AFS Licensee, use this form to advise us of a change in your details, or to update your authorised officers.
Digital signatures accepted - read more

AFS Licensee Registration Form A02
If you are an AFS Licensee, use this form to register with Brighter Super.
Digital signatures accepted - read more

Terms Of Trade – Dealer Registration A01
These are the terms that apply to a AFS Licensees and their Authorised Representatives when providing advice or lodging an application for a Brighter Super accumulation or pension account.
Digital signatures accepted - read more

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.
Digital signatures accepted - read more

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.
Digital signatures accepted - read more

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.
Digital signatures accepted - read more

Cancel Consent For An Advice Fee Deduction A10
Use this form to stop a personal advice fee being deducted from your account.
Digital signatures accepted - read more

Fixed-Term Personal Advice Fee Consent Form A08
Use this form to consent to the deduction of a fixed-term personal advice fee from your account to be paid to your financial adviser.
Digital signatures accepted - read more

One-Off Personal Advice Fee Consent Form A07
Use this form to consent to the deduction of a one-off personal advice fee from your account to be paid to your financial adviser.
Digital signatures accepted - read more

Ongoing Personal Advice Fee Consent Form A06
Use this form to consent to the deduction of an ongoing personal advice fee from your account to be paid to your financial adviser.
Digital signatures accepted - read more

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.
Digital signatures accepted - read more

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.
Digital signatures accepted - read more

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.
Digital signatures accepted - read more

Cancel Consent For An Advice Fee Deduction A10
Use this form to stop a personal advice fee being deducted from your account.
Digital signatures accepted - read more