Guides
Information sheets
Forms
- Insurance forms
- Group insurance questionnaires
- AML Identification forms
- Application for insurance increase – Life events and salary increase
- ATO Downsizer Contribution into superannuation form
- ATO Inactive low-balance accounts form
- ATO Notice of Intent to Claim a Tax Deduction form
- Beneficiary Nomination form
- Benefit Payment Request form
- CGT Small Business Concession Contribution - Election form
- Change of Personal Details form
- Confirmation of Binding Nomination form
- Contributions Splitting form
- Direct Debit Request form
- Electronic Communications form
- Financial Adviser Authority form
- High Threshold Transaction form
- Individual Contribution form
- Insurance opt in form
- Investment Instructions form
- Member advice fees form
- NZ Portability/KiwiSaver Transfer form
- Overseas Investor Form
- Personal Injury Contribution - Election form
- Politically Exposed Persons form
- Reinstate insurance and health declaration
- Request to Transfer Superannuation Benefits form
- Revocation of Binding Nomination form
- Super Choice Fund Nomination form
- Tax Deduction Notice - Guide
- Tax File Number (TFN) Notification form
- Tele-interview request
- Term deposit reinvestment form
Trustee information
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2018
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2017
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2016
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2013
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2014
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2015
- IOOF Proxy Voting Policy