As a FirstWrap member, you can get in touch with your financial adviser or log in to FirstWrap.
Keep in mind
- Your transfer from another fund depends on the insurer’s acceptance and the eligibility criteria.
- Before you start, you should review your existing insurance so you know that the cover will meet your needs.
- Make sure you receive confirmation of acceptance in writing before cancelling your insurance with another super fund.
- Once your transfer has been accepted, you’ll be subject to the terms and conditions of our insurer’s arrangements. Insurance premiums and benefits will be different to your transferred insurance. You may also be subject to waiting periods.
We recommend you consider getting financial advice to help work out if transferring your insurance cover is right for you.
What you’ll need
- Proof of your existing insurance cover and insurance history, such as a statement, issued in the past six months.
- Details of the other super account.
The steps
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Check your eligibility in the insurance booklet as one of the following members:
-
If you are eligible, download and complete the for
- FirstChoice members can download and complete the transfer of insurance cover form.
- FirstWrap members can get in touch with your financial adviser or log in to FirstWrap.
- It’s important you read and correctly complete each section of the form, including the duty of disclosure (duty not to make a misrepresentation).
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Return the form to us
As a FirstChoice member, you can upload your documents through FirstNet, our secure online portal.
- Firstly, please scan your completed and signed form, plus any attachments.
- Log in to FirstNet and navigate to My Account > e-Post a request or upload a scanned form.
- Follow the on-screen instructions to upload your files.
Alternatively, you can mail the form with attachments to the address on the form.
All done!
Once we've received your completed and signed form, we’ll process it as quickly as possible. Processing times can vary based on the transferred cover type and your individual circumstances.
You will be updated as your application progresses. You will be contacted if there is any incorrect or incomplete information.
Your request for insurance cover is subject to the insurer’s acceptance and your eligibility.
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Things you should know
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.
Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at https://www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.