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Investment Choice Application Form Use this form to advise First Super of your investment choice. Choosing how to invest your superannuation is an important decision. We recommend reading the First
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How to fill out allocated pension membership application

01
To fill out the allocated pension membership application, follow these steps:
02
Obtain the allocated pension membership application form from the relevant pension provider.
03
Fill in your personal details correctly. This includes your full name, contact information, and any relevant identification numbers.
04
Provide information about your current pension account, including the account number and balance.
05
Determine the amount you wish to allocate from your pension account to the allocated pension.
06
Specify the frequency of payments you would like to receive from the allocated pension (e.g., monthly, quarterly).
07
Review the provided terms and conditions and ensure you understand them. Seek professional advice if needed.
08
Sign and date the application form.
09
Submit the completed application form to the pension provider either electronically or by mail.
10
Keep a copy of the application form for your records.
11
Wait for confirmation from the pension provider regarding the acceptance of your allocated pension membership application.

Who needs allocated pension membership application?

01
Individuals who have reached the age of retirement and have a pension account may need the allocated pension membership application. This application is typically used by those who wish to convert their pension account into an allocated pension, which offers flexibility in receiving regular income payments during retirement.
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Allocated pension membership application is a form that individuals fill out to apply for membership in an allocated pension plan.
Anyone who wants to become a member of an allocated pension plan is required to file the allocated pension membership application.
To fill out the allocated pension membership application, individuals need to provide personal information, employment details, and choose the investment options.
The purpose of the allocated pension membership application is to formally apply for membership in an allocated pension plan and start receiving pension payments.
Information such as personal details, contact information, employment history, beneficiary details, and choice of investment options must be reported on the allocated pension membership application.
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