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.

Benefit withdrawal form - Optimiser (OB13)
This form is for members in Brighter Super Optimiser who are permanently retired, are over 65 or meet a condition or release 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.

Contributions split form (B02)
Use this form to advise Brighter Super to split your contributions with your partner.

Family law form 6 (B09)

Financial hardship application form (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.

New member information form
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 form

Notice of re-contribution of COVID-19 early release amounts (on the ATO website)

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 form (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.

Use this form and statutory declaration to transfer your Brighter Super benefit to your KiwiSaver account.

Pension application form (P01)
Download the Pension accounts Product Disclosure Statement (PDS) and complete form at the end of the document to open a Pension account or Transition to Retirement Pension account. We recommend you talk through your options with our staff before investing in this product.

Pension application form - Optimiser
Download the Optimiser Pension accounts Product Disclosure Statement (PDS) and complete form at the end of the document to open an Optimiser Pension account or Transition to Retirement Pension account. We recommend you talk through your options with our staff before investing in this product.

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.

Pension benefit withdrawal form - Optimiser (OP13)
If you have permanently retired or are over 65 or have met a condition of release, 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.

Pension restart form (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.

Pension restart form - Optimiser (OP10)
If you are a Brighter Super Optimiser member, 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.

Pension update form (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.

Reversionary Beneficiary Nomination Form (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.

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

Investment switch form - Optimiser (OM12)
Complete this form to switch your existing balance and/or your future contributions to a different investment option(s) for your Optimiser Accumulation account.

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

Investment switch form - Pension accounts - Optimiser (OP12)
Complete this form to switch your existing balance and/or your future contributions to a different investment option(s) for your Optimiser pension account.

Asteron traditional capital guaranteed 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 Optimiser account.

Local Government & Associated Industries - Application to convert or fix insurance cover (ACFI)

Local Government & Associated Industries - Application to reduce insurance cover (ARI)

Local Government & Associated Industries - Insurance application form (IA)

Zurich Personal Statement

Zurich Consent for accessing health information (CAHI)

Local Government & Associated Industries - 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 - Life events application form (LEA)

Local Government & Associated Industries - Occupational risk rating change form (IOR)

Energy Industry - Application to convert or fix insurance cover (ACFI)

Energy Industry - Application to reduce insurance cover (ARI)

Energy Industry - Insurance application form (IA)

Zurich Personal Statement

Zurich Consent for accessing health information (CAHI)

Energy Industry - Insurance cancellation form (IC)

Energy Industry - Insurance cover election form (ICE)

Energy Industry - Insurance transfer application (ITA)

Energy Industry - Life events application form (LEA)

Energy Industry - Occupational risk rating change form (IOR)

Optimiser - Application to reduce insurance cover form (OARI)

Optimiser - Application to reinstate Income Protection cover form (OARIP)

Optimiser - Insurance application form (OIA)

Optimiser - Insurance cancellation form (OIC)

Optimiser - Insurance cover election form (OICE)

Optimiser - TAL Consent for accessing health information (CAHI)

Optimiser - Occupational risk rating change form (OIOR)

Adviser change of AFSL form (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.

Adviser change of details form (A12)
If you are a financial adviser registered with Brighter Super, use this form to advise us of a change in your details.

Adviser registration form (A03)
If you are an AFS Licensee, use this form to register a new financial adviser with us.

AFSL Change of adviser form (A14)
If you are an AFS Licensee, use this form to move clients between your financial advisers.

AFSL Change of details form (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.

AFSL Registration form (A02)
If you are an AFS Licensee, use this form to register with Brighter Super.

Terms of Trade
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.

Appoint or change adviser form (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 form (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 adviser form (A04).

Appoint or change adviser for an employer plan from form (A09)
Use this form to appoint, change or remove the financial adviser for an employer plan.

Cancel consent for an advice fee deduction form (A10)
Use this form to stop a personal advice fee being deducted from your account.

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.

One-off personal advice fee 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.

Ongoing personal advice fee 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.

Appoint or change adviser form (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 form (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 adviser form (A04).

Appoint or change adviser for an employer plan from form (A09)
Use this form to appoint, change or remove the financial adviser for an employer plan.

Cancel consent for an advice fee deduction form (A10)
Use this form to stop a personal advice fee being deducted from your account.